Case Study: Symbiose Vins automates customer and product management with CentrixOne

Symbiose Vins saves weekends with CentrixOne and streamlines 3 producer types

Symbiose Vins, an importer and representative of wine, spirits, beer, and cider, faced challenges with a rigid order-taking system that operated separately for each producer. This disjointed process required extensive manual work and created a high risk of error. They needed a flexible, Quebec-based CRM from CentrixOne to centralize their producer and customer data and systematize their unique sales activities.

CentrixOne provided a highly customizable CRM solution that centralized customer views and optimized the sales reps' workflow. The implementation resulted in enormous time savings through automation, including the use of forms for self-service account creation and email modules for personalized campaigns. This systematization allowed the sales manager to no longer work weekends, achieving a better work-life balance, and helped increase sales by moving from manual Excel and PDF lists to integrated communications.

Symbiose Vins