Case Study: Beam Suntory achieves increased marketplace visibility and sales with Form.com’s FORM MarketX

Beam Suntory Distills Data to Drive Sales and Find Marketplace Visibility

Beam Suntory, the global spirits company behind brands like Jim Beam and Maker’s Mark, faced inefficient, inconsistent field data collection—reps recorded store- and account-level information on pen and paper and results were manually rolled into Excel. Seeking better marketplace visibility, improved display execution, and an accountability/goaling tool for reps and distributors, Beam turned to Form.com and its FORM MarketX solution to standardize and automate in-store data capture.

Form.com deployed FORM MarketX’s mobile-first platform with photo-capture, geo-tagging, “Missions” surveys and a customized analytics dashboard to track KPIs, implement goaling, and simplify reporting. The solution eliminated manual work, increased visibility into in‑store activity, enabled Beam to hold reps accountable, and standardized national processes; Beam also saw measurable impact—more cases placed on the floor and a sales lift (higher depletions) in areas with targeted menu/display execution captured by FORM MarketX.

Beam Suntory

Megan Monti

Manager of Commercial Strategy