A leading global company in health-focused food and beverage products has embarked on a digital transformation journey to modernize its sales and distribution operations. With a diverse product portfolio that spans dairy, plant-based, and nutritional products, this company operates in over 120 countries, adapting to dynamic consumer needs and market conditions.

The company faced the challenge of modernizing its sales and distribution operations to meet evolving consumer demands and regional requirements efficiently. To tackle this, they implemented Ivy Mobility’s Sales Force Automation (SFA) and Cloud Distribution Management Solution (DMS), which provided agile, scalable solutions across markets. Additionally, they adopted Ivy Eye Image Recognition for enhanced in-store visibility and compliance. Currently live in Mexico, India, South Africa, Indonesia, Thailand, and Japan, the firm plans to extend these solutions to Malaysia, Cameroon, Turkey, and Egypt, ensuring a consistent yet tailored approach to meet local and global needs effectively.

Challenge: Outdated Legacy Systems Limiting Market Responsiveness

The company previously relied on legacy systems to manage its sales and distribution processes. These systems were highly customized to meet the unique demands of individual markets, leading to a complex web of isolated and cumbersome solutions. Customizations were handled on a market-by-market basis, creating a heavy and non-reusable system that increased maintenance costs and reduced flexibility. As the consumer landscape became more dynamic, the company’s legacy systems struggled to keep pace, lacking the adaptability needed for quick market responsiveness. This patchwork of technology impeded the firm’s ability to execute seamless, innovative sales strategies across regions. Recognizing the need for a modern, unified approach, they chose Ivy Mobility’s solutions to enhance operational efficiency, improve visibility, and reduce system complexity across its global markets.

Transforming a Global Dairy Leader’s Field Operations with Ivy Mobility: A Comprehensive Suite for Success

To lay the foundation for a comprehensive digital transformation, the global dairy leader deployed Ivy Mobility’s platform across multiple functional areas. In the first phase, the company implemented:

Ivy SFA (Sales Force Automation)

Ivy Mobility’s advanced on-field Sales Force Automation (SFA) solution integrates powerful features that significantly enhance operational efficiency and effectiveness.

• Presales: Empowered sales representatives with real-time access to product catalogs, order history, and customer data, enabling accurate and efficient order capture and enhancing customer satisfaction.
• Van Sales: Optimized for field teams to plan routes, monitor inventory, and make on-the-go sales decisions, which increased productivity and revenue potential.
• Delivery: Streamlined last-mile delivery operations through real-time tracking, ensuring timely and accurate deliveries to improve customer experience.
• Supervisor: Provided managers with live data on field operations to oversee sales activities, optimize workforce performance, and ensure that operations aligned with strategic objectives.
• Merchandiser: Equipped field merchandisers with real-time tools to assess product availability, planogram compliance, and visibility, ensuring brand consistency in stores.

Ivy Cloud DMS (Distribution Management System)

This cloud-based solution enabled the corporation to gain real-time visibility over secondary sales channels and distribution processes, allowing efficient monitoring and management of inventory and order processing.

Ivy Eye (Image Recognition)

A cutting-edge tool that enabled the brand to optimize in-store audits by automating product and shelf compliance checks. Ivy Eye’s image recognition capabilities improved product placement and ensured planogram compliance, freeing merchandisers from manual checks and ensuring accurate product visibility.

Innovating for Tomorrow: New Solutions on the Horizon

The business is set to expand its capabilities further with the addition of two more Ivy Mobility solutions in 2025.

Ivy Recommender

This AI-powered recommendation tool will help the firm fine-tune its customer engagement strategy by providing data-driven product suggestions based on purchasing patterns and market trends. With Ivy Recommender, they can deliver targeted promotions that resonate with customers, optimizing cross-selling opportunities and aligning offerings with changing consumer preferences.

Ivy RO (Dynamic Route Optimization)

Ivy RO will enhance the enterprise’s delivery operations by dynamically optimizing travel routes based on real-time traffic and delivery priorities. This solution will reduce travel time, minimize fuel costs, and improve delivery consistency, enhancing their customer experience and contributing to sustainability goals through reduced environmental impact.

Impact: A Unified Platform for Operational Excellence

With Ivy Mobility’s integrated platform, the company now operates on a unified digital foundation that supports consistent, efficient processes across all markets. This platform provides their teams with real-time access to sales, distribution, and merchandising insights, creating a streamlined approach to solution deployment. The cohesive platform simplifies the selection of solutions for new markets, enabling the brand to prioritize growth initiatives without the complexity of extensive customizations.

Ivy’s adaptable platform ensures that the dairy giant can scale solutions efficiently as they enter new markets. By fostering a centralized, innovation-driven operational model, Ivy Mobility enables the entity to maintain a focus on both stability and growth. The transformation has empowered them to drive efficiencies, enhance visibility, and maintain long-term adaptability, positioning them to respond to shifting consumer demands and market conditions with agility and confidence.