After deciding to replace their paper order forms with a more sustainable order management solution, Vega was looking for a quick and painless transition into using Handshake.
Vega’s reps were writing orders with Handshake within a week of their training.
Handshake is now seamlessly integrated with Vega’s ERP.
Vega has cut down data entry costs, reallocating those resources to customer service and brand outreach.
At Handshake, customer success is paramount, and the foundation of that success is a great onboarding experience. From complex integrations to sales training, Handshake Customer Success Specialists work one-on-one with companies to make the process as smooth as possible.
Vega, a leader in natural nutrition and performance products, has been fueling their active, health-conscious customers since their launch in 2001. They currently have rep teams across the United States and Canada, each visiting 30 to 50 stores on a weekly basis.
As a brand committed to sustainability, Vega was growing tired of the paper order forms and fillable PDFs they were using to take orders. Errors were all too common, and they had a team of seven working full-time to painstakingly re-enter orders from the daily wave of faxes, emails, and phone calls flowing into the back office.
When Lindsay Jesseau, Vega’s Director of Customer Experience, discovered Handshake, she knew it was the solution they’d been searching for. With sales on the line, it was critical for Vega to get off to a strong start and avoid hiccups in the setup process. They eventually signed on for a Handshake Professional account, with a dedicated Customer Success Specialist to guide them through Handshake’s 4-step onboarding, which includes a personalized Discovery Call, Account Setup, Admin Training, and Rep Training.
The first step to any Pro onboarding is a discovery call that serves as a deep dive into a company’s needs, workflow, and goals. Vega explained that they would use Handshake primarily in the field, as well as at trade shows four times a year.
It also became clear that the complexities of their data-mapping would require a focused approach.
In sum, Vega’s key priorities were, 1) Smoothly completing a complex integration between Handshake and their ERP, Netsuite, 2) Ensuring that Handshake would adapt to their unique requirements, like setting pricing and discount structures for certain retailers, and 3) Making the implementation process easy and painless for a sales team nervous about new technology.
In accordance with Vega’s system of transferring orders into Netsuite, the main goal during the account setup was to map the data correctly within Handshake. Stephanie, their dedicated Customer Success Specialist, worked directly with Jesseau and her team to make sure the data upload went without a hitch.