Case Study: The Wonderful Company drives retail sales with Youreka

The Wonderful Company - Customer Case Study

The Wonderful Company, a top consumer goods company based in Los Angeles, needed a better way to connect data from retail store visits, display checks, surveys, and audits to its core CRM. Before working with Youreka, the company’s sales teams were collecting valuable information in silos through StayinFront CRM, leaving business leaders with a fragmented view of account, product, and relationship data.

Youreka helped The Wonderful Company replace StayinFront with the Salesforce CRM Platform and Youreka smart forms, assessments, and surveys. Field reps can now capture store-visit data in real time, even offline, using the Youreka Mobile App or Salesforce mobile app, with branching logic guiding them through workflows. As a result, Wonderful now has a 360-degree view of retail accounts, can automate follow-up tasks, and can use Salesforce reporting to identify trends, hazards, and risks across retail accounts.

The Wonderful Company