Optimizing Procurement Processes: Streamlining Operations for Enhanced EfficiencyFood and Beverage

A food & beverages based company with the aim to eliminate food waste, buy the damaged packaged food or raw vegetables & fruits and repackage it and supply to corporate customers.

They source directly from farmers and producers to rescue surplus food that would otherwise go to waste due to aesthetic standards or overstock. Through their innovative platform, they aim to create a more sustainable food system while providing customers with convenient access to high-quality, affordable groceries. They wanted to transition from a time-intensive, inefficient process to a streamlined solution and V2 Team helped streamline their sales process.


  • Manual Data Handling The reliance on Excel sheets and email for data management required significant manual effort. Employees had to spend valuable time entering data, verifying information, and updating records, leading to inefficiencies in workflow processes. Moreover, the manual nature of these tasks increased the likelihood of errors, potentially impacting data accuracy and overall business operations.
  • Lack of Tracking System Without a dedicated system for tracking quantity and quotes, the company faced difficulties in maintaining visibility and control over these critical aspects of their business. The absence of a centralized tracking mechanism made it challenging to monitor inventory levels accurately, resulting in potential stock shortages or overages. Additionally, the absence of a streamlined quoting process hindered the sales team’s ability to provide timely and accurate quotes to customers, impacting sales effectiveness and customer satisfaction.


  • Migration to Salesforce The company migrated their Excel and Email-based processes to Salesforce, leveraging its robust automation capabilities. By centralizing data and automating key processes, such as the buying process based on sales forecasting, they streamlined operations and reduced manual effort, leading to improved efficiency and accuracy in decision-making.
  • Custom Solution Development Utilizing Salesforce Platform licenses, the company developed tailored solutions for different teams, including Buyers, Transportation, and Merchant Teams. These solutions were designed to address specific workflow requirements and enhance collaboration among team members, ensuring smoother operations and faster decision-making.
  • Quote Management A customer community was created to enable customers to upload quotes from Excel documents and track the quantity requested. This streamlined the quoting process, allowing for quicker responses to customer inquiries and improving overall customer satisfaction.
  • Netsuite integration This API integration facilitated seamless data exchange between the two systems, ensuring consistency in information across departments and improving overall business visibility and decision-making.


  • Decreased Buying Process Time Achieved a 57% reduction in the buying process duration, cutting it from 7 days to 3 days.
  • Enhanced Operational Efficiency Automation of the buying process significantly improved operational efficiency by 15%.
  • Streamlined Workflow Automated buying processes streamlined workflow, leading to smoother operations and enhanced productivity by 20%.
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Food & Beverage company

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