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.

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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.

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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.

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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.

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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.

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