Testimonials & Case Studies

Proven success in field execution and sales.

See how leading beverage alcohol brands and agencies leverage EveryShelf's real-time insights and automated tools to drive depletion, optimize tastings, and align field execution with hard data.

Brand Case Study

Tequila Corrido

Tequila Corrido encountered significant challenges scaling in the competitive tequila market due to the absence of an industry-specific CRM with depletion tracking and standardized operating procedures (SOPs). EveryShelf provided real-time tracking of sales activities, menu analysis, and tastings data to optimize their operational efficiency and field presence.

53% CMGR in New Accounts Sold
83% CMGR in Field Activities Completed

The Challenge

A lack of standardized operating procedures and CRM tool for tracking depletion and sales reps' field activities (tastings, music festivals) limited growth potential.

The Tool

Implementation of EveryShelf CRM for real-time sales activity dashboard linked to depletion, alongside menu analysis for tailored pitches and the Tastings feature to streamline events and competitor insights.

Following an in-depth investigation into various CRM options, I opted for EveryShelf due to its tailored capabilities designed for the alcohol industry. Our experience with EveryShelf has been exceptionally positive, particularly due to the commendable staff. Despite initial hesitancy from the field team, witnessing the software's impressive capabilities has turned skepticism into enthusiasm. The software itself is remarkably user-friendly, and it has features that no other CRM software has in the industry. I wholeheartedly recommend EveryShelf, especially for alcohol brands seeking to organize their customer base and maintain weekly tracking of accounts and sales representatives. It's a game-changer!

Rose Sarti
Rose Sarti Brand Manager
Startup Case Study

Big Hat Spirits

As a new startup in the beverage industry, Big Hat Spirits was looking for a CRM made with the alcohol industry in mind to centralize information, guide their field team with SOPs, and add sampling activations to their off-premise growth strategy.

The Solution

EveryShelf provided a centralized hub enabling them to record account visits, manage inventory, create tasting events, track event success, and easily identify active and potential accounts.

As a new startup in the beverage industry we were looking for a CRM that was made with our industry in mind. When comparing our options we came across EveryShelf and saw all of its incredible out of the box features. As our brand started to grow we needed somewhere central we could keep all of our information. With the ability to record account visits, manage inventory, create tasting events, track the success of tasting events, view active accounts, and view potential accounts we were able to stay organized and grow quickly. Not only has the software been incredibly useful, Krista and her team have been extremely helpful as well. Overall EveryShelf has been an incredible resource for our team and is a huge reason we are able to continue to grow!

Matthew Loeffl
Matthew Loeffl Account Director
Growth Case Study

BARE ZERO PROOF

A fast-growing non-alcoholic spirits brand looking to establish a premium presence in the zero-proof market. They needed a mechanism to connect qualitative field advocacy victories into quantitative, reportable wins for their executive leadership.

The Outcome

EveryShelf enabled the advocacy team to execute qualitative boot-on-the-ground strategies in the field, while directly linking those efforts to quantitative results such as menu listings and account commitments.

The biggest problem we were trying to solve was linking the qualitative wins of brand advocacy to quantifiable data. EveryShelf enables us to be in the field, executing the qualitative strategies we direct our team to implement, while also linking those efforts to quantitative data that we can report to demonstrate our successes. I think there's a stronger sense of everyone working toward one overarching goal. We're using a tool that's easy to deploy in the field, and it's very intuitive and straightforward to implement. The impact of this can't be overstated because if a tool is difficult to use, you start seeing diminishing returns on its effectiveness. EveryShelf allows us to quantifiably articulate not only those wins but also the overall trajectory, which brings our advocacy team and executives together.

Andy Borbely
Andy Borbely National Advocacy Director
Agency Case Study

Liquid 2 Lips Marketing

Liquid 2 Lips Marketing delivers best-in-class in-store retail sampling activations. Serving clients from craft brands to global enterprises, they wanted to replace analog, non-uniform reporting tools with uniform data collection and robust category reporting.

The Impact

Implementing EveryShelf's Tastings platform professionalized their Brand Ambassador staff and standardized reports to suppliers and distributors, delivering aggregated category, program, and brand insights.

Using the Tastings platform has significantly improved our sampling processes. We previously relied on analog technologies that lacked consistency and uniformity in reporting, but our insistence on using Tastings has professionalized our Brand Ambassador staff. The platform has made reporting to suppliers and distributors uniform, delivering tangible and useful insights over time. The reports are easy to share, but the aggregated data across categories, programs, brands, and date ranges has provided the biggest value to our business operations. The data visualizations are a game-changer, setting Tastings apart from other platforms we've used. Additionally, the support from the EveryShelf team has been a significant contributor to our success.

Sherman G. Mohr
Sherman G. Mohr CEO