Interactive Sales Intelligence Dashboard
Transforming Proximo Spirits’ sales operations with precision targeting and mobile-first insights. By combining internal data with real-world restaurant insights, we empowered their field teams to act faster and sell smarter.
Client
Proximo Spirits
Timeline
2000+
Location
New York, USA
Client Overview
Proximo Spirits is a U.S.-based global beverage company known for managing and marketing world-renowned brands such as Jose Cuervo, Proper No. Twelve, and Kraken Rum. With a nationwide field team and a growing portfolio, Proximo competes in a highly regional, fast-moving market where visibility into customer potential and territory dynamics directly impacts performance.
Challenge
As Proximo’s restaurant network expanded, sales teams struggled to consistently identify high-potential targets. Key insights—such as past performance, location trends, or lead quality—were scattered across static files, internal reports, and manual notes.
Field representatives lacked a unified system to prioritize outreach or adapt to shifting on-premise opportunities. This fragmentation slowed territory planning, reduced conversion rates, and left valuable sales potential untapped.
Objective
Create a unified, mobile-first dashboard that combines internal sales data with external restaurant information to support smarter territory planning. The goal: build real-time customer profiles that help field reps focus their time where it matters most—improving both efficiency and conversion.
Solution
Unified Sales Intelligence Platform
Developed an interactive dashboard that merges internal sales data with Google-powered restaurant data—presented in a clean, territory-focused view optimized for daily field use.
Targeting & Profiling Layer
Used advanced filters and calculated metrics to highlight prospect potential, repeat value, and whitespace within high-density markets.
Mobile Optimization
Designed the interface specifically for reps on the go—ensuring key insights, maps, and customer profiles are accessible and intuitive on tablets and smartphones.
Impact
+23% Increase in Target Conversion Accuracy
Blending internal and external datasets enabled reps to focus on higher-probability leads—resulting in better-qualified calls and visits.
3.4 Hours Saved Per Rep, Per Week
Automated insight delivery replaced manual preparation—giving each rep back half a day weekly to focus on sales activities.
+17% Growth in Key Market Sales Volume
Targeted territory strategies led to measurable performance improvements across core restaurant regions.