PROBLEM
Chilly’s Bottles is a UK‑based retail brand founded with the mission to reduce single‑use plastic by providing stylish, reusable products. Following rapid commercial success and continued product expansion, Chilly’s needed a CRM platform capable of supporting growth across B2B sales teams while remaining intuitive and easy to adopt.
At the time, sales operations relied on a combination of Excel spreadsheets and Zendesk, which limited visibility, consistency, and scalability.
Key challenges included:
- Fragmented sales systems
Disconnected tools made it difficult to track leads, manage customer journeys, or maintain consistent sales processes across teams. - Limited sales visibility
Customer communications and opportunity progress were not centrally visible, reducing teams’ ability to respond quickly and guide opportunities through the funnel. - Inconsistent data capture and reporting
Different approaches to data collection across teams made it difficult to produce accurate, consolidated reports. - Lead management inefficiencies
As the business scaled, Chilly’s needed a more structured way to capture, route, and prioritise inbound leads. - User adoption concerns
With varying levels of CRM experience among users, successful adoption depended on simplicity and effective enablement from day one.
Chilly’s required a scalable CRM that could unify sales operations, improve reporting, and deliver rapid user adoption.
SOLUTION
Cooper Parry Digital implemented Salesforce Sales Cloud to provide a flexible, easy‑to‑use CRM platform designed to support Chilly’s continued growth.
The solution included:
- Salesforce Sales Cloud implementation
Salesforce became the central platform for managing leads, accounts, contacts, and opportunities across B2B sales teams. - Structured lead management processes
Lead tracking workflows were created to ensure inbound leads were captured, qualified, and routed efficiently, enabling teams to respond faster and focus on high‑value opportunities. - Improved sales visibility
Centralised data capture provides full visibility of customer communications and actions throughout the sales journey. - Real‑time reporting and dashboards
Out‑of‑the‑box Salesforce reporting enables users to create, view, and share accurate reports at the click of a button, with dashboards providing visual insight into performance. - Website form integration
Website enquiries were integrated directly into Salesforce, automatically assigning leads to the appropriate teams and accelerating conversion. - Mobile‑first CRM experience
Salesforce Mobile allows teams to capture data, view reports, and manage opportunities anytime, anywhere. - Targeted user adoption strategy
Bespoke training sessions and embedded video resources were delivered to ensure fast, confident adoption across the business.
VALUE ADDED
The Salesforce solution delivered by Cooper Parry Digital provided Chilly’s Bottles with a scalable CRM foundation that supports growth, visibility, and consistent execution.
Key outcomes included:
- Unified sales and lead management processes
Standardised workflows improved data quality and made it easier to onboard users as the business scaled. - Improved sales efficiency and responsiveness
Faster lead assignment and better visibility enabled teams to act quickly on new opportunities. - Accurate, real‑time reporting
Centralised data ensures leadership and sales teams can access reliable insight at both detailed and high‑level views. - Strong mobile capability
Teams can manage leads, accounts, and opportunities on the go, improving speed and decision‑making. - High user adoption across the business
Focused training and simple system design ensured teams were comfortable and productive from the outset. - Scalable CRM for continued growth
Salesforce now provides the flexibility and structure needed to support Chilly’s evolving product and sales strategy.
