About Company

Fratelli Wines Pvt. Ltd. is a distinguished name in the Indian wine industry, renowned for producing premium-quality wines crafted from estate-grown grapes. Founded with a vision to bring world-class winemaking to India, Fratelli Wines combines traditional techniques with modern innovations. Their vineyards span across the regions of Akluj in Maharashtra, with each grape variety carefully nurtured to reflect the unique terroir of the land.

The brand’s dedication to excellence has earned it numerous accolades, solidifying its position as a leader in the Indian wine market. Offering a diverse portfolio ranging from elegant reds and crisp whites to sparkling wines, Fratelli caters to both seasoned wine connoisseurs and casual drinkers. Their commitment to quality and innovation has allowed them to carve a niche not only in India but also in global markets, establishing Fratelli as a symbol of sophisticated Indian winemaking.

Fratelli Wines faced several challenges

Despite their success, Fratelli Wines encountered several operational challenges that hampered their efficiency and growth. These challenges stemmed from a lack of integrated digital tools and real-time data access, impacting their sales processes and field operations. Key challenges included:

1. Inefficient Visit & Task Management of Field Representatives: Field reps struggled with planning, tracking, and reporting their daily visits and tasks. This lack of structure led to missed client interactions, delayed follow-ups, and inefficient time management.
2. Limited Sales & Customer Relationship Tracking: Without a centralized CRM, sales activities and customer relationship data were scattered, making it difficult for the management team to track leads, monitor customer history, and drive personalized engagement.
3. Target & Performance Monitoring Issues: The absence of real-time performance tracking meant that managers couldn’t accurately measure sales targets, identify underperforming reps, or reward top achievers. This lack of visibility reduced overall team accountability.
4. Data Sharing & Synchronization Gaps: The team relied heavily on manual data entries and spreadsheets, leading to data silos. This made it challenging to share critical information between field reps and management in real-time, slowing down decision-making processes.

Service we provided to Fratelli Wines

To address these pressing issues, Fratelli Wines partnered with CloudCentric, a Salesforce Summit Partner known for its certified team of experts specializing in mobile application development and Sales Cloud solutions. CloudCentric designed and implemented tailored solutions to streamline Fratelli Wines’ operations, which included:

1. Fratelli Wines Mobile Application: CloudCentric developed a custom mobile application, enabling field reps to:
   • Plan and log daily visits and tasks
   • Capture customer information and update CRM records instantly
   • Track sales progress in real-time
   • Place and manage orders on the go
   • Access offline functionality, ensuring uninterrupted workflow even in remote areas

Get a glimpse of our mobile app development through this screenshot. For more details, get a quote

1. Sales Cloud Enhancements: CloudCentric optimized Fratelli Wines’ CRM platform using Sales Cloud by:
   • Automating sales tracking and reporting
   • Enabling centralized customer data management
   • Offering real-time performance dashboards to monitor sales targets and team productivity
   • Integrating seamless data synchronization between the mobile app and CRM

Challenges Faced by CloudCentric’s Team

During the project, CloudCentric’s team tackled and resolved several complex challenges:

1. 1. Data Synchronization: Ensuring real-time and bi-directional data sync between Sales Cloud and the mobile app was critical to avoid discrepancies and maintain data integrity.
   2. Offline Functionality: Building a fully functional offline mode posed a technical challenge, but CloudCentric’s expertise in mobile application development ensured field reps could work seamlessly without an internet connection.
   3. Location Capture: Implementing precise geolocation tracking was vital to record field reps’ visits accurately. CloudCentric integrated advanced GPS features for better location capture.
   4. Adhoc Visits & Orders: Developing a system that allowed reps to manage unscheduled client visits and process orders on the go was essential for flexibility and customer satisfaction.

How CloudCentric Helped

CloudCentric’s certified team followed a strategic, phased approach to ensure a smooth digital transformation for Fratelli Wines. The collaboration involved the following key steps:

1. Requirement Gathering for the Mobile Application: In-depth discussions were conducted with the Fratelli Wines team to understand their operational bottlenecks, business goals, and technical requirements.
2. Documentation: Detailed documentation was prepared, outlining the app’s core functionalities and integration with Sales Cloud, ensuring transparency at every step.
3. Development: Leveraging cutting-edge technology, CloudCentric’s development team built an intuitive and robust mobile app featuring offline access, real-time data sync, and user-friendly interfaces.
4. Weekly Status Reports: Regular progress reports were shared with Fratelli Wines to maintain clear communication and address feedback promptly.
5. Client Demo: CloudCentric provided interactive demos after each milestone, allowing Fratelli to test the app’s features and offer suggestions.
6. Testing: The app underwent rigorous functional, performance, and security testing to ensure it met the highest standards.
7. User Acceptance Testing (UAT): The Fratelli team tested the app in real-world scenarios, ensuring it aligned with their daily workflows.
8. Project Release: The mobile app was successfully launched alongside enhancements to Sales Cloud, fully integrating both solutions into Fratelli Wines’ sales processes.
9. Post-Launch Support: CloudCentric offered continuous support post-deployment, addressing technical issues and providing additional training for field reps and management.

Results & Benefits

1. The collaboration between Fratelli Wines and CloudCentric delivered transformative results, empowering the sales team and enhancing operational efficiency. Key benefits included:
   1. Seamless Data Sync: Real-time synchronization between the SFA system and the mobile app improved data accuracy, ensuring all stakeholders had access to updated information.
   2. Offline Accessibility: Field reps could work without internet access, capturing data, placing orders, and updating tasks, significantly boosting productivity in remote areas.
   3. Enhanced Location Tracking: Improved geolocation tracking allowed managers to monitor field activities, ensuring reps adhered to visit schedules.
   4. Efficient Adhoc Visit & Order Management: The mobile app enabled reps to handle unscheduled visits and process orders instantly, reducing delays and improving customer service.
   5. Optimized Field Operations: With automated task management and streamlined workflows, field reps were able to focus more on sales and client engagement.
   6. Performance & Target Monitoring: Real-time dashboards in Sales Cloud offered insights into sales performance, helping managers set achievable targets, track progress, and motivate teams.

Conclusion 

The partnership between Fratelli Wines and CloudCentric, a trusted Salesforce Summit Partner, stands as a testament to how technology can transform sales operations. With a certified team skilled in mobile application development and Sales Cloud optimization, CloudCentric empowered Fratelli Wines to overcome operational challenges, enhance field productivity, and strengthen customer relationships.

By embracing digital transformation, Fratelli Wines has reinforced its position as a market leader in the Indian wine industry. Armed with innovative tools and real-time insights, they are well-equipped to navigate future growth and set new benchmarks in premium winemaking. This successful collaboration highlights the power of technology in driving business efficiency and delivering exceptional customer experiences.