PROBLEM
NICE Drinks is a rapidly growing Future Wine Company operating within the FMCG and retail space. As sales momentum increased, the business outgrew its existing lead and customer management processes, which relied heavily on Google Sheets.
While spreadsheets initially supported early growth, scaling introduced challenges around visibility, accuracy, and activity tracking—making it difficult to understand which accounts were active, which were not, and where opportunities existed.
Key challenges included:
- Over‑reliance on Google Sheets
Managing leads, customers, and sales activity across spreadsheets became unmanageable as the business scaled. - Limited visibility across sales activity
Customer interactions and pipeline progress were difficult to track, resulting in inconsistent data and reduced insight. - Inability to report accurately
Google Sheets lacked the flexibility required to report on customer status, pipeline health, and segmentation by industry. - Mobile workforce requirements
With a fast‑moving, on‑the‑go team, NICE Drinks needed a solution that worked just as effectively on mobile as on desktop. - User adoption concerns
Moving from spreadsheets to Salesforce was a major shift, and success depended on rapid adoption and ease of use.
NICE Drinks required a simple, intuitive CRM platform that would provide visibility, accurate reporting, and strong user adoption without unnecessary complexity.
SOLUTION
Cooper Parry Digital implemented Salesforce Sales Cloud to deliver a streamlined, mobile‑friendly CRM solution tailored to NICE Drinks’ way of working.
The solution included:
- Salesforce Sales Cloud implementation
Salesforce replaced Google Sheets as the single platform for managing leads, contacts, accounts, and opportunities. - Simple, structured sales processes
Sales processes were designed to be easy to follow and maintain, ensuring data accuracy and enabling reliable reporting from day one. - Mobile‑first CRM experience
Salesforce Mobile enables the team to create, update, and manage sales data directly from their phones—supporting faster, more agile decision‑making. - Improved activity tracking and visibility
Out‑of‑the‑box Salesforce functionality, including activity management and Einstein Activity Capture, ensures that emails, calls, meetings, and tasks are visible company‑wide. - Accurate reporting and dashboards
Structured data within Salesforce allows NICE Drinks to report easily on current and prospective customers, with scheduled dashboards providing ongoing visibility. - Bespoke video‑based training
To maximise adoption, Cooper Parry Digital created custom video training tailored to NICE Drinks’ workflows, embedded directly within Salesforce.
VALUE ADDED
The Salesforce solution delivered by Cooper Parry Digital gave NICE Drinks the visibility, structure, and confidence needed to scale efficiently.
Key outcomes included:
- A simple, scalable CRM platform
Salesforce supports growth without introducing complexity, allowing the team to onboard users quickly and scale at pace. - Improved sales visibility and control
All customer and sales activity is now tracked in one platform, saving time and improving accountability. - Accurate, real‑time reporting
The business can easily report on prospects, customers, and pipeline status, supporting better commercial decision‑making. - Strong mobile capability
Sales teams can take action anytime, anywhere—improving responsiveness and productivity. - High user adoption
Bespoke training ensured teams felt confident using Salesforce from day one, driving consistent data capture and system trust. - A true 360° customer view
NICE Drinks now sees all customers and prospects in a consistent, structured way across the business.
