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El Catador Streamlines its Sales Processes andImplements
                                                                 Plans to Increase its Customer Base

                                                                                                  CUSTOMER CHALLENGES:
EMPLOYEES
                                                                                                       Lack of tracking customer retail store
201- 400
                                                                                                       cash purchases
                                                                                                       No formal lead generation program
INDUSTRY
                                                                                                       Lack of proactive sales tactics
Wine import and distribution


CUSTOMER                                      With over 30 years of experience in the                   According to Hank Perea, CFO of El

CREDENTIALS                      import and distribution of wines and other drinks from       Catador,“We wanted a CRM that would change

Located in Santo Domingo,        around the world, El Catador is the Dominican                and have a fundamental impact on the way we

Dominican Republic               Republic’s leading wine distributor. Its main retail         sell, and many American-designed systems
                                 store in Santo Domingo is the only shop in the               don’t jive with the Latin American culture. Doble

Operated by the Bonarelli        Dominican Republic to receive Wine Spectator’s               Group   has    cross-border     experience,       which

family                           Award of Excellence for three consecutive years.             reduced the culture gap, and we value the
                                                                                              technology experience of Mariano J. Doble, CEO

Leading distributor of wine in                Though the company continues to be              of Doble Group.”

the Dominican Republic           successful and grow its business, El Catador wanted
                                 to find a method to improve contact with past                          To   begin   the   project,   Doble     Group
                                 customers, especially those who buy from the                 reviewed the business processes of El Catador to
                                 company’s retail store and use cash to do so. The            see how they would fit with Salesforce.com. They

                                 company’s management noticed that those cash                 generated a comprehensive document called a

                                 sales were not being tracked and that little to no           business process review which described how El
                                 upselling was being done. Once El Catador decided            Catador could go about changing some of its

                                 that implementing a CRM system was the best course           internal policies and procedures. These new policies

                                 of      action,   its   management     reached    out   to   and procedures allowed El Catador to better capture
                                 Salesforce.com and was put in contact with Bianka            and generate sales leads and increase their client

                                 O’Kelly of Doble Group.The Miami-based consulting            base. Salesforce CRM has also allowed the El

                                 firm,     combines      sales   performance   improvement    Catador sales team to be more proactive in its sales
                                 consulting with cloud computing technologies to              processes.
                                 improve business results for companies throughout
                                 the U.S., Central America, the Caribbean and Latin
                                 America.
                                                                                                                       sales
                                                                                                                       performance
                                                                                                                                 c ons ulting
Solution Delivered & Results
                                                  Solution delivered:
                                                        Salesforce Enterprise Edition
                                                        Integration with existing ERP system
                                                        Salesforce Administration Training
                                                        Ongoing support program – performance
                                                        management


                                                  Results:
                                                        Online tracking of sales leads
                                                        Introduction of proactive sales processes
                                                        Enhanced generation of sales leads
                                                        Formal tracking of cash-based retail store
                                                        customer purchases
                                                        Improved communication between sales team
                                                        members

         “We needed a solution to help us

improve our sales in the future, especially with
below average economic conditions,” explained
Perea. “The cost for both the Salesforce.com

software and consulting from Doble Group made
sense for us. We’re happy with what Doble Group
has done for us, especially at the cost for which it

was done!”


         Since   its   Salesforce   CRM   has   been

implemented, El Catador has been busy cleansing its
sales database, adding customer e-mail addresses
and performing other updates. Perea and his team

hope to capture more clients to make more money in
the future. El Catador has been utilizing Doble Group
expert technical support to help the company

maximize its investment.




                                                                                  15715 South Dixie Hwy, Suite 202
                                                                                  Miami, FL 33157
                                                                                  Phone 877-362-5348
                                                                                  Email: info@doblegroup.com

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El Catador - DG Case Study

  • 1. El Catador Streamlines its Sales Processes andImplements Plans to Increase its Customer Base CUSTOMER CHALLENGES: EMPLOYEES Lack of tracking customer retail store 201- 400 cash purchases No formal lead generation program INDUSTRY Lack of proactive sales tactics Wine import and distribution CUSTOMER With over 30 years of experience in the According to Hank Perea, CFO of El CREDENTIALS import and distribution of wines and other drinks from Catador,“We wanted a CRM that would change Located in Santo Domingo, around the world, El Catador is the Dominican and have a fundamental impact on the way we Dominican Republic Republic’s leading wine distributor. Its main retail sell, and many American-designed systems store in Santo Domingo is the only shop in the don’t jive with the Latin American culture. Doble Operated by the Bonarelli Dominican Republic to receive Wine Spectator’s Group has cross-border experience, which family Award of Excellence for three consecutive years. reduced the culture gap, and we value the technology experience of Mariano J. Doble, CEO Leading distributor of wine in Though the company continues to be of Doble Group.” the Dominican Republic successful and grow its business, El Catador wanted to find a method to improve contact with past To begin the project, Doble Group customers, especially those who buy from the reviewed the business processes of El Catador to company’s retail store and use cash to do so. The see how they would fit with Salesforce.com. They company’s management noticed that those cash generated a comprehensive document called a sales were not being tracked and that little to no business process review which described how El upselling was being done. Once El Catador decided Catador could go about changing some of its that implementing a CRM system was the best course internal policies and procedures. These new policies of action, its management reached out to and procedures allowed El Catador to better capture Salesforce.com and was put in contact with Bianka and generate sales leads and increase their client O’Kelly of Doble Group.The Miami-based consulting base. Salesforce CRM has also allowed the El firm, combines sales performance improvement Catador sales team to be more proactive in its sales consulting with cloud computing technologies to processes. improve business results for companies throughout the U.S., Central America, the Caribbean and Latin America. sales performance c ons ulting
  • 2. Solution Delivered & Results Solution delivered: Salesforce Enterprise Edition Integration with existing ERP system Salesforce Administration Training Ongoing support program – performance management Results: Online tracking of sales leads Introduction of proactive sales processes Enhanced generation of sales leads Formal tracking of cash-based retail store customer purchases Improved communication between sales team members “We needed a solution to help us improve our sales in the future, especially with below average economic conditions,” explained Perea. “The cost for both the Salesforce.com software and consulting from Doble Group made sense for us. We’re happy with what Doble Group has done for us, especially at the cost for which it was done!” Since its Salesforce CRM has been implemented, El Catador has been busy cleansing its sales database, adding customer e-mail addresses and performing other updates. Perea and his team hope to capture more clients to make more money in the future. El Catador has been utilizing Doble Group expert technical support to help the company maximize its investment. 15715 South Dixie Hwy, Suite 202 Miami, FL 33157 Phone 877-362-5348 Email: info@doblegroup.com