Chilli Marketing

Case Study

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Chilli Marketing

Who are they?

Chilli Marketing is a business committed to the development of top quality, premium drinks brands on a global scale. The company operate from offices in Manchester, London, New York, Sydney and Cape Town and focus on growing their brands by selling through hotels, bars, restaurants and retailers.

Chilli Marketing encountered regular errors in their data and were dedicating increasing amounts of time to the manual processing of Purchase Orders

Chilli Marketing purchase stock from a number of different countries due to their numerous office locations, this caused difficulties when managing stock purchases between sites. To manage this, Chilli Marketing were carrying out their Stock Forecasting using an Excel spreadsheet.

Using this manual and time consuming process, Chilli Marketing encountered regular errors in their data and were dedicating increasing amounts of time to the manual processing of purchase orders from spreadsheets into their Sage system.

Chilli Marketing’s sales team manually calculated forecasts per customer and per stock item at the start of each financial year. This data was then used for KPI reporting and analysis of budget and actual figures.

The sales team were then forced to jump between their customer records and this file to see the forecasting information for each customer, slowing down the sales process and regular recalculations were required to check sales were on track to meet forecasts.

The Problem

Outdated Processes

“We were able to identify and agree a development action plan aimed specifically at increasing efficiency, reducing errors and improving sales processes.”

The Solution

Custom Menu Creation

Firstly, we consulted with Chilli Marketing in order to gain a full understanding of their unique business processes and requirements. We were able to identify and agree a development action plan aimed specifically at increasing efficiency, reducing errors and improving sales processes.

We created a new menu item for purchasing and stock forecasting allowing this to be carried out in the Sage system rather than manually through a spreadsheet. This drastically reduced errors and allowed Chilli Marketing to carry out reporting easily on figures, directly from their Sage system.

Chilli Marketing use forecasting as a fundamental base for purchase recommendations therefore it was vital that their sales team were realistic with their forecasts for product sales throughout the year. As well as this they expressed desire to speed up the placing of orders whilst giving their sales team full access to the information they require.

Using our knowledge and expertise our dedicated team of developers were able to design and deliver solutions to meet these requirements. By making amendments to the Sage 200 new customer, amend customer and account enquiry screens, we were able to add an additional tab allowing the sales team to populate estimated future sales by forecast.

Staff can simply select the year from which they require the forecasting information for any pre-populated data now stored in their Sage system.  The sales team are also now able to select the following financial year before the current one has ended.

Following the implementation of our bespoke solutions, Chilli Marketing have full control over their forecasting and purchasing now that it is stored in their Sage system.

The sales team now have accurate and up-to-date information which allows them to generate accurate forecasts for each financial year. On top of this, Chilli Marketing have benefited from vast reductions in data inaccuracy and significant time savings due to the reduction of manual data population.

Customer service has also improved as sales executives have easy access to the data they need resulting in a more streamlined and customer focused sales journey.

“Chilli Marketing have benefited from vast reductions in data inaccuracy and significant time savings due to the reduction of manual data population.”

The Result

Process Transformation

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