Case Study: Leading Mid-Size Wine Distributor cuts unsold accounts 32% and boosts revenue 12% with ConverSight

How a mid-size wine distributor increased sales and improved productivity with ConverSight to control revenue erosion and improve forecast accuracy

Leading Mid-Size Wine Distributor struggled to manage a sprawling book of business—each salesperson covered 80+ restaurants and retailers—resulting in sporadic sales and significant revenue erosion. ConverSight deployed its conversational analytics solution on top of the Finale Inventory ERP and CRM system to give the sales team visibility into unsampled products, customers with no recent sales, and other critical metrics.

ConverSight delivered real-time and historical insights via natural-language mobile and web interfaces, proactive alerts, and personalized, shareable dashboards with advanced collaboration. The rollout reduced unsold accounts by 32%, unsold products by 21%, and increased month-to-month revenue by 12%, while turning hours of report creation into seconds, enabling real-time reporting and inventory management and removing reliance on IT.