NovaTrade Distributors

Challenge

• No visit accountability — reps claimed store visits with no GPS verification
• New store acquisition, account growth, and seasonal promotions all tracked in one spreadsheet
• Knowledge about store relationships lost when reps left or were reassigned
• No way to measure how many prospected stores became active accounts

Solution

NovaTrade set up three pipelines for their distinct sales motions — New Store Acquisition, Account Growth, and Seasonal Promotions. GPS check-in/check-out verified every field visit, and auto-lead creation captured new prospects discovered in the field without manual data entry.