Success Story

Brand Advocacy Made Easy

Client

Bacardi

sp-client-Bacardi

Industry

Food & Beverage

About the company

Bacardi is the largest privately held, family-owned spirits company in the world. Originally known for its eponymous Bacardi white rum, it now has a portfolio of more than 200 brands and labels.

The Challenge

The Bacardi Advocacy Team was struggling to effectively manage contacts and events. They lacked the infrastructure required to track customer engagements, had little to no visibility on critical event management information like advocacy, organization and sending out invitations and were struggling to connect their proprietary event impact system in an efficient way.

Our challenge- develop the solution that would enable the Bacardi team to manage their customer relationships, give them the tools to organize events effectively and view historical data, seamlessly integrate their proprietary systems with new solutions and provide one experience across different devices, online and offline.

Our Solution

Our Solution – to use Salesforce to streamline account management, store, clean and maintain client data up-to-date, create an events module that’d give the team increased control over event planning, implement a new email system and provide mobile access to both online and offline users.

How we did it

Our approach had many layers. First, we customized Salesforce using standard features to streamline contacts and account management. Then, we implemented custom development to enable Bacardi to manage events and stay-up-to-date with specific contact details including employment and job titles. Third, we implemented a new email system that would store pre-designed PDFs and contacts, enabling Bacardi to send out invitations to pre-determined lists, easily and efficiently and that would provide them with tracking and performance insights. And finally, we set up Salesforce1 to give users mobile access and implemented an offline iOS app for users with intermittent or no internet access.

What we used

Force.com, VisualForce Pages, Salesforce1 Platform, Chatter.

The Result

As a result of our efforts, the Bacardi Advocacy Team could now effectively manage their contacts, events and track performance KPIs on a local and global scale. The team was thrilled to be able to log all of their calls and customer interactions, have visibility into historic data and detailed contact information, organize events and send out invites without stressing over content creation and audience segmentation and finally, having access to reporting across their organization.

Contact us

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What people are saying

Five stars on customer satisfaction and Salesforce appexchange ratings.

"Excellent Consultants. During the training I received by the SkyPlanner team, I was lucky to better understand the powerful capabilities of Salesforce.com. They were very effective, straight-to-the-point, and with a solid knowledge of the CRM and the Force.com platform. Definitively they showed us how to streamline the business process within our company. Great group of people spreading valuable knowledge to make businesses grow. I highly recommend them."

Ramiro Allen — Chief Software Engineer @ TurboPay Limited

"Excellent partner! We have been working with SkyPlanner for almost one year now. It has been a pleasure working with their team. If it wasn't for them we would have not been able to go-live with our platform when we did. They understood our needs and were not only able to execute but guide us in our decisions. We continue using them for our on-going projects. They have a deep understanding of the overall platform. Their team is always ready, willing and able to help."

Ivan de Moya — VP Innovation Technology @ SunStreet

"SkyPlanner was professional, creative, reliable and extremely accommodating. From the onset of the project, it was clear that we had found the right partner. Our project was complex and every time we hit a roadblock, SkyPlanner was helpful in identifying and implementing a solution. Jorge Fernandez [SkyPlanner's Co-Founder & Managing Director] was our primary contact and we cannot say enough about what an asset he was in bringing our project to resolution."

Ryan Borcherds — Marketing @ Deliver Lean

"On time, on budget, great quality on every project. Whenever I get asked to recommend a Salesforce.com partner, I do not hesitate on my reply: Go with SkyPlanner. I had the privilege to have worked with many teams over the years, none have brought to the table the enthusiasm the SkyPlanner team has. This combined with their professionalism and expertise are the reasons I ONLY recommend one partner: SkyPlanner. In every project (and we have done many) they have consistently delivered on time and on budget with significantly superior quality."

Juan Meza — Strategic Business Development Director @ Sony Electronics Inc.

"Outstanding Service! Happy to have them as our partner! SkyPlanner is by far the most experienced and reliable Salesforce partner. We almost gave up on Salesforce thanks to our previous partner, fortunately we found SkyPlanner and they came to the rescue! They took their time to understand our needs and complexity of our organization. Highly talented, professional and dedicated team. I cannot stress enough how happy we are to have them as our partner and we look forward to continue building our relationship."

Nolan Pereira — Project Manager @ BLU Products

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