PROBLEM
Wow Hydrate is a fast‑growing FMCG and retail brand producing innovative sports waters used by elite athletes and performance‑driven consumers. During a period of rapid growth, the business needed a more structured way to manage leads, customer relationships, and sales opportunities.
Prior to implementing a CRM, Wow Hydrate relied on Google Sheets to track leads and prospects. This approach introduced inefficiencies, limited visibility, and increased the risk of missed opportunities.
Key challenges included:
- No CRM system in place
Lead and prospect data was manually recorded in spreadsheets, resulting in duplication, inconsistent updates, and lost opportunities. - Limited data capture
Only basic information was captured, preventing meaningful analysis or strategic decision‑making such as identifying repeat purchase opportunities. - Missed sales opportunities
Without structured processes or reminders, leads were often not followed up effectively, leading to lost deals. - Lack of trusted reporting
Inconsistent data entry meant reports were unreliable and difficult to generate, limiting insight into performance and key accounts. - Inefficient working practices
Manual data entry and lack of standardised processes consumed valuable time and reduced productivity.
With no internal technical team, Wow Hydrate needed a trusted partner to implement a CRM that could scale with the business and support smarter, data‑driven working.
SOLUTION
Cooper Parry Digital implemented Salesforce Sales Cloud and Salesforce Mobile, delivering a scalable CRM platform that introduced structure, automation, and real‑time insight across the business.
The solution included:
- Salesforce Sales Cloud implementation
Salesforce became the single source of truth for all lead, prospect, and customer data, replacing spreadsheet‑driven processes. - Structured lead capture and management
Bespoke data‑capture flows were created to guide users through each stage of the sales journey, ensuring accountability and consistent follow‑up. - Automated sales processes
Salesforce automations were introduced to trigger alerts and reminders, for example when:- An opportunity had been inactive for several days
- A customer had not placed an order in over 30 days
- Advanced reporting and dashboards
Automatically generated reports and dashboards provide key stakeholders with instant visibility into performance, leads, and opportunities. - Salesforce Mobile enablement
Mobile access allows users to update records, run reports, and manage opportunities wherever they are—keeping data accurate and current at all times. - Data validation and governance
Validation rules ensure information is captured consistently, improving trust in reports and insights. - Training and adoption support
Embedded training resources and guided implementation ensured strong uptake across the business despite the absence of an in‑house technical team.
VALUE ADDED
The Salesforce solution delivered by Cooper Parry Digital enabled Wow Hydrate to operate with greater structure, confidence, and efficiency as the business continued to grow.
Key outcomes included:
- A single, trusted source of data
All customer and sales information is now captured in one system, eliminating duplication and inconsistencies. - Improved lead conversion and follow‑up
Structured processes and automated reminders reduced missed opportunities and increased conversions. - Enhanced reporting and insight
Real‑time dashboards enable leadership to identify top accounts, track performance, and make strategic decisions quickly. - Increased repeat sales
Better visibility of customer activity supported improved relationship management and repeat purchasing. - Improved productivity and efficiency
Automation reduced manual effort, allowing teams to focus on higher‑value activity. - Strong user adoption
Clear processes, intuitive tools, and tailored training ensured widespread uptake across the business. - Future‑ready CRM foundation
Salesforce now provides a scalable platform that will support Wow Hydrate’s continued growth and expansion.
