Case Study – Bowimi

From Spreadsheets to 250% Growth: How Amie Wine Transformed Field Sales with Bowimi

Lauren Quilty — Fri, 07 Nov 2025 10:48:37 +0000

With good times and great wine at their core, amie is a wine brand for friends produced in the South of France. They needed a solution for their field sales team to gain better visibility of their customers and prospects.

Since switching to Bowimi, amie has gone from reactive to proactive. With live sales data, seamless Xero integration, Power BI insights, and clear visibility across every account, they’ve transformed how they sell, plan, and grow.

I will make a point of anybody who I know who is a similar sort of business to us, if they are going to start using a CRM system, I'm always very fast to go and say Bowimi is absolutely what I would be using.

Fred Barton, Commercial Director, amie

Who are amie?

amie is a producer of Languedoc-based wines, reds, whites, rosés, and a sparkling Crémant, made for modern drinkers who value great taste and good design in equal measure.

As Commercial Director, Fred Barton leads the sales team, bringing over ten years of experience across FMCG brands like Willy’s ACV and Chase Vodka. Having worked with giant CRMs before, he knew how complicated they could get, and how little personal support they often provided.

Going from a start-up to scaling up, their sales team was juggling “monster” spreadsheets, disconnected systems, and data they couldn’t trust. Watch our case study with Fred about amie’s journey with Bowimi below, or read on to find out more.

I’ve used the biggest CRM system in the world, but whenever something didn’t work, it was almost impossible to get anyone to take ownership and fix it. With Bowimi, it’s completely different. The team is hands-on, supportive, and constantly improving the platform based on how we actually use it.

Fred Barton, Commercial Director, amie

What problem did they have?

Like many growing FMCG brands, amie’s sales data lived across too many places.

Reporting was time-consuming, their CRM didn’t integrate with Xero, and there was no easy way to see who had or hadn’t ordered certain products. That meant the team was missing opportunities to re-engage customers, upsell, or spot trends early.

And with multiple reps adding accounts manually, duplication was a constant headache.

“We’d end up with five or six different versions of the same account because different reps had added them in slightly differently. It made tracking and reporting messy and unreliable.”

The Bowimi solution

Switching to Bowimi gave amie clarity, speed, and confidence in their data. Take a look at some of the features and integrations that Fred loves the most.

Google Maps

The platform integrates with Google to eliminate account duplication. Every account is tied to its verified Google location, so the team works from one clean, reliable source of truth. No more ‘The Dog and Duck’, ‘The Dog and Ducks’, or ‘Dog and duck’ confusion. The human error of manually inputting important data is over.

Xero

By integrating directly with Xero, Bowimi brings amie’s entire customer base, from bars and hotels to restaurants, into one intuitive dashboard. The team can instantly see spend by customer and SKU, track activity, and run detailed sales reports without touching a spreadsheet.

“Bowimi integrates perfectly with Xero and allows us to visualise all of that information. How much each customer has spent per product, per month, per year. It means we can finally track how we’re doing across any period, really easily.”

Power BI (PRO)

By combining Bowimi with Power BI, amie has unlocked even deeper insights. They can see all their customers without the 50 account cap that applies to Bowimi insights, across more tailored timelines, as well as granular detail.

“Power BI lets us look at every single customer and see which products they have and haven’t bought. We can then run a campaign, like visiting everyone who hasn’t bought our Crémant, offer them something special, and track the results before and after.”

The outcome? Targeted campaigns, smarter sales conversations, and full visibility over performance. Power BI is an essential add-on for businesses looking to get more out of their data.

Bowimi is amie’s sales team’s centralised hub. They not only have all the tools they need to plan, prospect, and record visits, but every team member’s data feeds into powerful insights. In this way amie can ensure they’re getting the most out of every customer, not just focusing on selling into new ones.

We can now track how we’re doing one month or one year versus the same period last year, which is crucial because our products are seasonal. Power BI and Bowimi together have made that possible.

Fred Barton

The results

The numbers speak for themselves: amie has grown by 250% in the last year and a half.

Fred credits a huge part of that growth to having the right visibility and reporting tools in place.

Audits that once took hours now take minutes, giving the team more time to act on insights, not chase data. Monthly dashboards and graphs now show exactly how many new customers are being added, how each SKU is performing, and where to focus next.

“Before Bowimi, we were firing blind. Now, we can clearly see who’s buying what, who isn’t, and how to grow from there.”

The Bowimi Experience

The amie team describes working with Bowimi as collaborative, more like a partnership than a software subscription. Fred says, “What I’ve loved is that suggestions we’ve made have been taken on by Ian, Dan, and the team, and actually made real. That’s where Bowimi really wins versus other CRMs.”

New functionality is added regularly, often shaped by customer feedback. The result is a platform that evolves alongside its users, rather than leaving them behind.

Looking forward

amie is excited about what’s next, both for their business and Bowimi. With all the new software developments coming out every month, there’s lots of new functionality on the way, and they want to make sure they’re making the most of all of it.

Together, amie and Bowimi have built a partnership that makes data-driven selling simple, freeing up time to focus on what really matters: getting great wine into more hands (and glasses).

Turn your data into something worth raising a glass to

Book a demo to see how wine brands are using Bowimi to modernise their field sales and stay competitive, all while keeping people at the heart of their sales.

How Jimmy’s Iced Coffee Supercharged Their Field Sales with Bowimi

Lauren Quilty — Mon, 20 Oct 2025 10:56:54 +0000

When Jimmy’s Iced Coffee wanted to level up their field sales, they found their sidekick in Bowimi. Since then, they’ve successfully transformed everyday store visits into data-driven wins.

Here’s how Jimmy’s turned insight into impact, and growth you can see on shelf.

A no-brainer for any field sales team new or established. We’ve never looked back.

Tony Straker, National Field Sales Manager

Who are Jimmy's Iced Coffee?

Jimmy’s Iced Coffee is a UK brand on a mission to bring delicious, refreshing iced coffee to the masses. Started by siblings Jim and Suzie in 2010 the brand is now a household name, as well as a favourite among meal deal fiends.

Jimmy’s is now part of the Carlsberg Britvic family, and stocked in major retailers like Tesco, Sainsbury’s, ASDA, Morrisons and Waitrose, while still keeping its independent, feel-good spirit alive.

We caught up with Tony, their National Field Sales Manager, who has been part of the Jimmy’s family for over four years. From starting out in the field to leading the national team, he’s seen first-hand how a strong field sales operation is invaluable to a brand’s success.

Their field sales force plays a critical role in ensuring every bottle of iced coffee lands exactly where it should: front and centre in stores across the UK.

And for Tony, Bowimi has become his “most powerful sidekick” in making that happen.

If Bowimi disappeared tomorrow, I honestly don’t know what I’d do.

Before Bowimi: Leaving Clunky CRM's Behind

While the team have been using Bowimi for over 2 years, previous tools had been clunky and frustrating to use. Difficult to use platforms limit adoption, and ultimately slow teams down in the field.

Simplicity, visibility, and agility are key to teams out in the field. That’s why Bowimi’s easy-to-use interface makes sure reps and managers alike can feed data into the platform on-the-go, generating powerful insights and actionable learnings.

For Tony and team, bringing Bowimi into their day-to-day operations was transformational.

Onboarding was seamless. The app’s intuitive nature meant the team was up and running in no time. We’ve never looked back.

Tony and the Bowimi team have worked together to cultivate Jimmy’s platform to gather all the important data they need, and significantly cut down the amount of admin and mundane manual tasks required by the rest of the team. Now, every rep can focus on what they do best: visiting stores, building relationships, and driving compliance. Not battling spreadsheets or outdated systems.

Smarter Field Management, Every Day

Jimmy’s field team covers stores nationwide, from Morrisons and Sainsbury’s to Waitrose, focusing on availability, display compliance, and spotting new opportunities as they walk the aisles.

KPI Dashboard

Tony uses Bowimi daily to track performance, manage KPIs, and uncover insights. Each rep’s activity is logged automatically, from the number of store visits to compliance checks and stock corrections, giving him full visibility into what’s happening in the field.

“The KPI dashboard is a total game changer. It helps us optimise team performance, celebrate success, and identify development areas instantly.”

By measuring KPIs effectively, Tony was able to move the team away from measuring performance based on visits, to surveys captured and activity completed. This subtle shift meant that the team were getting more data out of their visits, as well as completing more tasks.

This data is for demonstrative purposes only

Insights Dashboard

The Insights Dashboard has also become an essential part of Tony’s toolkit. He can now share real-time compliance data, availability metrics, and competitor insights directly with account managers with his team as their eyes and ears on the ground.

“It’s invaluable to our account managers. We can now spot compliance issues quickly, and even use Bowimi data to challenge retailers and agencies with receipts in the form of photo evidence. Everything’s there, in one place.”

Other small but mighty features that have made day-to-day fieldwork smoother and faster for the entire team are:

Product statuses

From a compliance perspective, being able to track product status is a springboard for every visit. When visiting a site, reps can easily go to a location view and see what products are there. They are then able to chase these up during compliance checks.

Example photos and question descriptions

Surveys can be set up by admins with extra guidance for reps, including the content the team should be capturing in photos with handy examples. They can also add further clarification against questions to detail the level of information required.

Location shortcuts

Instead of setting up the same filters or advanced filters to achieve a view of certain locations, users can save the search as a shortcut to make it easily accessible whenever they need it.

Check out our blog on how to use shortcuts here!

A Data-Driven Team with Real Results

Since adopting Bowimi, Jimmy’s has transformed the way they measure and manage field success. Each month, Tony pulls Bowimi data into a KPI tracker to analyse everything from store visits to total cases merchandised.

We’ve used Bowimi to build our entire KPI framework. Every visit, every action, every correction is tracked. It’s made us a more data-driven, proactive team.

With new features constantly being released, from red-flagging problem stores to streamlining route planning, the platform keeps evolving alongside Jimmy’s needs. What started as a CRM is now a full field performance driver.

Customer Success That Feels Like an Extension of the Team

Bowimi’s Customer Success team has been there every step of the way. From day one, Tony has worked closely with the team to tailor Bowimi to Jimmy’s evolving goals, whether that’s introducing new surveys, dashboards, or KPIs.

“The Customer Success team are super responsive and hands-on. Christina’s been a superstar, as was her predecessor. The team always listens, fixes issues quickly, and genuinely cares about making the platform better.”

Tony also values Bowimi’s open-mindedness to feedback. Whether it’s a small tweak or a new feature idea, he knows it’ll be taken seriously.

Looking Ahead

As Jimmy Iced Coffee’s continues to grow and expand into new regions, Bowimi remains a key part of their toolkit. Our platform helps Tony’s team stay agile, efficient, and focused on what matters most: getting more delicious iced coffee into more hands.

Bowimi’s developers keep finding ways to make our lives easier, often with features I didn’t even know I needed. Without being too dramatic we couldn’t do what we do, as well as we do, without it.

Jimmy's Iced Coffee Case Study At a Glance

Feature	Detail
Team	Tony, National Field Sales Manager, and field reps based around the UK
Focus	Grocery & convenience retail coverage
Key Use Cases	KPI tracking, compliance surveys, store audits, route planning
Bowimi Features Loved Most	KPI Dashboard, Insights Dashboard, Product Statuses, Example Photos, Location Shortcuts
Impact	Real-time visibility, faster issue resolution, measurable team performance uplift

Does your team need an intuitive way to check compliance and track sales?

Book a quick demo of Bowimi's platform, and find out whether our platform can help with the growth and expansion of your business.

Funkin Cocktails – Selling 100 million cocktails on-trade every year

Lauren Quilty — Tue, 16 Sep 2025 14:36:16 +0000

When I first worked in field sales, planning routes used to take me a whole day. With Bowimi, it’s done in minutes. That time saved goes straight back into building relationships and growing the business.

Dom McBride, Senior National Account Manager, Funkin Cocktails

Funkin Cocktails, the UK’s number one cocktail solutions provider, faced a challenge: they were building a field sales team from scratch without a CRM or structured processes in place. With ambitious growth plans, they needed a tool to capture sales data, plan visits efficiently, and give reps the visibility to succeed. After being recommended Bowimi, they never looked back.

This case study explores Funkin’s journey, the challenges they faced, and how Bowimi has helped them scale their field sales function with confidence.

Who are Funkin Cocktails?

For over 25 years, Funkin Cocktails has been the UK’s leading cocktail solutions provider across both the on-trade and off-trade. Their mission is simple: to make high-quality cocktails accessible to everyone. With more than 100 million cocktails served in bars, pubs, and restaurants nationwide, Funkin is a brand trusted by both bartenders and consumers.

When Dom, Senior National Account Manager, joined Funkin from Fentimans, the company was taking its first steps into field sales with just two representatives. Without a CRM in place, the challenge was not just about selling, it was about setting up an entire function from the ground up.

What problem did they have?

Funkin’s sales reps were entering the field without a structured process or toolset to guide them. Without a CRM, the business had no central way to:

Capture outlet and sales data
Track distribution footprint
Plan efficient call routes
Support reps in growing their areas with measurable performance

In short, Funkin needed more than just a way to record data. They needed a platform to help them understand their customers, streamline team management, and accelerate growth.

The Bowimi solution

Bowimi gave Funkin a ready-to-go field sales platform that was simple to use and quick to adopt. The onboarding process was seamless. New reps could pick it up and run with it straight away.

Some of the most valuable features for Funkin include:

Distribution tracker

Bowimi’s CRM map view helps Dom monitor market presence at a glance, and easily direct rep focus. With their ‘Build Our Base’ initiative, the team were able to identify their existing customers, and how to upsell these accounts.

Planning tools

Funkin are saving hours of time by building efficient call routes in minutes, and unlimited prospecting with our Google-powered search.

To find out more about Bowimi’s route planning click here.

Self-management for reps

With activity and insights tracking, reps are empowered by being able to see how their time is spent and where they can improve.

KPI’s can be recorded in platform for easy monitoring and reporting for both reps and managers. Find out more about our insights here.

Insights and reporting

Bowimi offers clear visibility into rep performance and business impact, no more scraping together different data points for stakeholders. All your data is centralised in one place.

Check out more about our insights feature here.

Backed by ongoing support from their Bowimi Account Manager, Funkin also benefited from a setup tailored to their unique needs, with flexibility to customise questionnaires and reporting tools.

When Dom joined Funkin from Fentimans, the company was taking its first steps into field sales with just two representatives. Without a CRM in place, the challenge was not just about selling, it was about setting up an entire function from the ground up.

We've also put a plan out for the second half of the year to accrue £100,000 new business between the two sites. We wouldn't have been able to do that, to measure what our base was and then give them key targets on core products, without Bowimi.

Dom McBride, Senior National Account Manager, Funkin Cocktails

The results

Bowimi has helped Funkin move from reactive selling to a more structured, measurable field sales process. Key outcomes include:

Full visibility of current and potential accounts, as well as past proposals and outcomes.
Ability to track wins, stockist activity, and pipeline progress.
Support for structured 12-week call cycles, with reps equipped with a full history of previous conversations.
A commercialised long-term sales strategy targeting over £100k in new business.

Most importantly, Funkin’s team has been able to focus on what really matters: building strong customer relationships and expanding their footprint in the market.

Looking forward

What began with two field reps has already set the foundation for bigger things. Funkin plans to scale its field sales team further, with Bowimi at the centre of its growth strategy.

For Dom, Bowimi is a must-have tool for any brand setting up field sales from scratch: “Bowimi makes it easy to get started, but it also grows with you. For any business looking to build a field team, I’d recommend it without hesitation.”

Is your company looking to improve its field sales?

Book a no-obligation demo with our team to see the platform in action.

Denzel’s – How a Growing Dog Treat Brand Transformed Their Field Sales

Lauren Quilty — Fri, 13 Jun 2025 14:03:56 +0000

We caught up with Alice, Sales Executive at Denzel’s, with contributions from her teammate Charlotte, to hear how they’ve transformed their field sales days with Bowimi — and kept those all-important tails wagging.

I honestly don’t know how we’d keep on top of all our contacts and visits without Bowimi.

Alice, Sales Executive at Denzel's

Who are Denzel's?

Denzel’s is a dog treat brand run by a group of obsessive dog lovers and Denzel; the world’s most spoiled Cocker Spaniel. Their mission? To celebrate the joy we feel when we treat our dogs ridiculously, with premium all-natural dog treats, because let’s face it, they deserve it.

From gift boxes to steak and chips training rewards, Denzel’s products are proudly made in the UK & Ireland and designed to deliver tail wags on every occasion.

What problem did they have?

As a growing brand working across major retailers like Tesco, Pets at Home, Sainsbury’s, Co-op and Spar as well as independent and hospitality channels, the Denzel’s team needed a reliable way to keep track of their ever-growing list of stockists, prospects, and site visits.

Ultimately, they found themselves in need of a field sales team. Enter Sales Executives, Alice and Charlotte. While the two were both relatively new to field sales, Alice having some experience with Repsly, coming into Denzel’s they needed to stay on top of who they were visiting, when, and what had been agreed. The team also needed to complete compliance checks for Tesco and manage high-volume seasonal sales pushes across indies and hospitality.

Starting as they meant to go on, Denzel’s chose Bowimi to provide Alice and Charlotte with an easy-to-use system that gave them the full picture and flexibility that they needed on-the-go. Our trackable, visual platform made it simple to manage day-to-day operations and share meaningful updates with the rest of the business.

As Charlotte put it: “It was just hard to keep track of everything otherwise.”

The Bowimi solution

Denzel’s implemented Bowimi to coincide with Alice and Charlotte joining the business. Since bringing in our platform, the Denzel’s field sales team were up and running rapidly with our efficient onboarding, and have transformed how they work.

Key features they rely on daily include:

Map Visbility

Keeping track of team performance and sales visits is so much easier now. It gives us a clear picture of what’s happening in the field.

Custom Surveys

For both in-person and remote contact, including seasonal activations.

Tagging

To organise accounts by campaign (like ‘Proposed for Valentine’s’ or ‘Ordered’), making follow-ups simple.

Widgets & Dashboards

To quickly share insights with each other and the marketing team, from distribution progress to new stockists and compliance photos.

Centralised Customer Profiles

Replacing countless email threads, spreadsheets and saved phone photos. “They all have their own profile, which I love”, said Alice, which we also love to hear.

Even for non-sales colleagues, Bowimi’s user-friendly, mobile-first app makes it easy to stay connected to what’s happening out in the field. Whether it’s a new stockist secured, or an activation spotted in a local store. With a large marketing team in-house, Bowimi’s automated dashboards and insights widgets allows the Sales Executives to easily translate sales data into useful outputs for the team. These key insights support everything from where activations are focused, to generating content for social carousels!

As Alice said:
“I don’t know how without Bowimi I’d keep up to date with all the contacts and visits we’re making. It’s an easy, centralised platform to see everything that’s going on.”

Results and Success

Bowimi hasn’t just made life easier, it’s made the team at Denzel’s more productive and better connected.

The platform’s flexibility enabled the creation of field sales roles like Alice and Charlotte’s, and gave them the tools to set meaningful KPIs and track distribution progress in real time.

The team no longer has to dig through emails or old photos, nor juggle multiple Google Sheets for different campaigns. Everything, from visit notes and compliance checks to seasonal product pushes, lives in one organised, accessible place.

Bowimi’s tags and widgets have also saved huge amounts of admin time and made it far easier to report on business-critical KPIs, like new doors opened and campaign reach.

Support and Customer Service

Denzel’s is just getting started with Bowimi’s advanced features, with plans to make more use of advanced filters and further streamline data management as they continue to grow.

The team has been hugely impressed with the onboarding and ongoing support too, with Alice calling out how responsive and proactive the Bowimi team has been from day one.

“We’d definitely recommend Bowimi,” says Alice. “It works brilliantly for our small team but would be a great fit for larger ones, too.”

In Short?

Denzel’s proves that even a small, passionate team can work smarter, move faster, and stay better connected with the right tools in hand. With Bowimi, they’ve made life simpler, sales stronger, and the whole team better in sync — all while keeping tails wagging.

And the best part? They’re just getting started.

Are you a growing brand looking to start your own field sales team?

Get in touch to see how Bowimi could work for your business.

Beavertown – The brewery’s answer to smarter, faster field sales reporting

Lauren Quilty — Wed, 28 May 2025 10:32:38 +0000

It's nice to work with a company that feels more like a partnership rather than we're just a customer.

Jasmine Nicol, National Field Sales Manager

When you’re one of the UK’s most recognisable craft breweries, staying ahead in a competitive market takes more than great beer. It takes a smart, agile, and insight-driven field sales team too.

For Beavertown Brewery, managing a fast-growing field sales operation with spreadsheets and disconnected systems was slowing the team down. Reporting was manual, account visibility was patchy, and making data-led decisions wasn’t easy.

In this case study, we explore how Beavertown transformed their field sales operation; saving hours in admin, centralising reporting, and creating a smarter, faster, more effective sales process with Bowimi’s field sales CRM platform.

We used to give the team a dedicated admin once a month to journey plan, which feels like a long time ago and a bit archaic. Now the team are in the tool before they leave the house every morning. It's freed up resource massively.

Andy Berry, Route to Market Director

Who are Beavertown?

If you’ve ever ordered a craft beer in the UK, chances are you’ve come across a Beavertown brew. Known for their bold flavours and instantly recognisable, comic book-style branding, Beavertown has become one of the country’s most iconic craft breweries since launching in 2011.

Now part of the Heineken family, Beavertown continues to carve out its place in the market, with a mission to bring great beer to more drinkers, in more venues, across the UK. Their range includes fan favourites like Neck Oil, Gamma Ray, and alcohol-free Lazer Crush, and they’ve built an impressive nationwide presence to match.

At the heart of their on-trade growth is a dedicated field sales team, led by National Field Sales Manager Jasmine, who joined the business in 2023 with a background spanning the likes of Heineken, independent breweries and e-commerce.

What problem did they have?

Like many growing drinks brands, Beavertown’s rapid scaling brought new challenges, particularly when it came to sales visibility and operational control in the field.

Before Bowimi, Beavertown didn’t have a centralised system for field sales activity. Account managers were juggling spreadsheets, with little way to track performance, report on customer visits, or manage POS orders effectively.

According to Andy, Beavertown’s Route to Market Director, at one point they had 1500 stockists split across 6 different spreadsheets.

As Jasmine explains: “We were good at inputting activity — but what do you do with that information afterwards? We needed a system that could turn our field data into something useful for the wider business.”

After becoming a part of Heineken, the Beavertown team focused on improving their ability to report back with meaningful, accurate data. The team needed a better way to track account activity, monitor stockists, manage contracts, and log crucial data like price per pint without endless admin.

The Bowimi solution

With the team having a dedicated admin day every month for route planning (“Which feels, you know, a long time ago and a bit archaic,” says Andy), Beavertown went searching for a journey planning tool to make the team more flexible and save them time on admin. Andy discovered Bowimi, and the rest is history.

Those 1500 stockists across 6 spreadsheets were uploaded to our platform, and straight away the team had one centralised system to work from when out in the field. All surveys, location history, route planning and prospecting could now be done in one place.

Beavertown had started using Bowimi before Jasmine joined, but it wasn’t being maximised to its potential. As Jasmine highlights, the input features were fantastic. They were capturing what was in outlet, what was pouring, what they were doing, who the contacts were… But they weren’t doing much in terms of the learnings and output.

Over the last year, working closely with their Bowimi Account Manager Ian and the wider Customer Success team, they’ve evolved the way Bowimi is used across their field sales operation, turning it into a vital part of their daily workflow. Now Beavertown have powerful insights from every survey, order and visit feeding back to support and inform wider business decisions and strategies.

Key features making a difference for Beavertown include:

Territory planning and account mapping

Field teams can see all their accounts, plan visits efficiently, and track which SKUs are on tap at each site.

Prospecting and route planning

This is particularly important for new territories or regions reps don’t know as well, allowing them to be more strategic and see them more holistically.

To find out more about Bowimi’s prospecting and route planning capabilities click here.

Custom reporting

Jasmine uses Bowimi’s data output tools to check call frequency, identify gaps, track average price per pint by region, and gather market insights.

Marketing support

No more hunches, the data speaks for itself. When marketing enquires what accounts they should be targeting across the UK, the field sales team can easily filter down to the top 100 accounts from the ROKET surveys, and then with further insights and filtering get even more targeted.

POS management and ordering

Beavertown pride themselves on being seen, and with such iconic branding it’s a key KPI for their field reps. With a bespoke integration into their POS supplier, the team can place and track orders for tap handles, glassware, and other merch — with full visibility of what’s being sent where.

Survey points

ROKET Score system: A custom-built scoring system within Bowimi, rating each site from 1-100 based on key criteria like brand visibility, execution standards and staff training.

R – Right brand
O – Out of this world execution
K – Keen on quality
E – Elevated visibility
T – Target activation

This feeds into the field reps’ KPI’s, all clearly visible in one dashboard.

Live reporting dashboards

Integrated with Power BI, enabling Beavertown to overlay field data with other sources like Shopify and B2C sales, building a complete picture of market performance.

Moving to an account management model meant it wasn’t just about signing new business, it was about getting the most out of existing customers, too. Bowimi’s flexibility made that possible.

Ian Arands, Operations Lead, Bowimi

The results

Since 2022 Beavertown have been working with Bowimi, and in that time our two businesses have evolved together. We’re always striving to make our platform as effective as possible for our customers, and with all of Beavertown’s field sales activity supported by Bowimi, we’ve developed several features in our platform.

In just the past 12 months since Jasmine joined the team, Beavertown has seen significant operational gains. The benefits have been tangible:

Major time savings for account managers, with everything from visit notes to contracts and POS orders handled in one place. In Jasmine’s words, “It’s probably saved half a day a week across the team, as a rule.”
Less manual reporting, freeing up reps to spend more time in trade and less time in spreadsheets.
Better business visibility, with real-time data on account performance, stockist numbers and market insights.
Smarter decision-making, with tools to identify the most valuable accounts and target resources where they’ll have the biggest impact.

Looking forward

Beavertown isn’t slowing down. The team recently renewed their annual agreement with Bowimi and are continuing to evolve how they use the platform, with plans to grow their data connectivity and deepen integrations across the business.

Andy says on our partnership, “I feel like we’ve connected in a really nice way between the two businesses, and there’s a real relationship there.”

“The value for money for the tool is fantastic,” Jasmine summarises, “It’s nice to work with a company that feels more like a partnership rather than we’re just a customer.”

They’ve already recommended Bowimi to other breweries in the industry, including Brixton Brewery, and are optimistic about what’s next.

Find out how Bowimi could transform your field sales

Book your quick Bowimi demo at a time that suits you below

Huel – Making effective gains with field sales

Lauren Quilty — Wed, 23 Apr 2025 10:36:55 +0000

We’ve added a lot of value with the insights we’ve gained. I’ve been able to pull the report each week, which gives us great insights into our new distribution points, how many orders we’re doing, the value we’re adding from those orders, and just overall what the team is doing each week.

Nick Smith, Field Sales Manager

By far the most used app as part of the role... It’s kind of like a personal assistant, which I can use to remind myself what’s going on, what’s changed, and what to do.

David Gray, Field Sales Rep

When you’re one of the fastest-growing nutrition brands in the UK, every store visit, pitch, and order has to count. We spoke to Nick Smith, Huel‘s Field Sales Manager, and David, one of their Field Sales Reps, to find out how their team transformed their field sales operations using Bowimi, as well as how it’s helped power up their plans for growth.

Huel uses Bowimi in two ways: firstly, for reps out in the field, and secondly, for managers to gain visibility of their team and report back to stakeholders. In this case study, we sit down with both Nick and David to hear their perspectives on different features of the app, and how it supports their day-to-day roles as well as their long-term strategies.

Who are Huel?

Huel are on a mission to make nutritionally complete food that’s good for people and the planet, and easy to grab on the go. Since 2022, they’ve been using Bowimi to manage their growing field sales operation.

But things really levelled up in 2024, when Nick Smith came onboard as Field Sales Manager and expanded the team. At the end of 2024, retail made up about a third of Huel’s £110m UK revenues—more than doubling over the course of the year (The Grocer). Huel’s field sales team has played a pivotal role in driving their retail expansion, securing fixtures through on-the-ground prospecting, ensuring new product listings in existing customer stores, and maintaining the quality of in-store displays.

Nick brings years of experience using (and wrestling with) other CRMs. David, who made the leap from working in Finance at Huel into field sales a year ago, represents the frontline. He brings a unique perspective on what it takes to be effective out in the field, and Nick gives us insight into managerial needs of reporting to stakeholders.

What problem did they have?

Before Bowimi, Huel’s field sales process relied on traditional CRM systems that weren’t built for field sales teams. Nick’s prior experience to Bowimi consisted of tools like SAP and Zendesk, before joining Huel where Bowimi was already implemented. In his experience other CRMs had major limitations: integrations were difficult, user interfaces were unintuitive, and there were no features to support on-the-ground prospecting or simple store-level insights.

For the team, this meant wasted time, poor adoption, and an overall lack of visibility into what was happening in the field. New store setups were slow, reporting was manual, and reps had limited context when visiting stores.

While the field team are mainly based in London, expanding into new UK territories demands clear visibility of existing customers, potential prospects, and a CRM capable of managing and recording every interaction in one place.

The Bowimi solution

Ultimately, that’s where we come in. With Bowimi in place, Huel’s end-to-end field sales operation is now more efficient, better informed, and easier to scale. After over two years on the platform, their use of our CRM is at the core of how they operate, generating valuable insights that feed directly into their strategy. When Nick joined in mid-2024, our Customer Success team helped him quickly get up to speed and start making the most of Bowimi.

For Nick as a Manager, the platform has streamlined the entire field sales workflow — from onboarding to reporting. New accounts are easy to set up, and hiring and onboarding processes are more efficient.

In the field, Huel’s reps use Bowimi to:

Plan journeys
Identify new prospects
Record standardised surveys
Transfer orders
Tag stores for follow-up

The platform’s dashboards and insights give Nick visibility over performance and ROI, making it easier to report to senior stakeholders. They’ve had great feedback from the wider retail team and beyond on the added value the field sales team are bringing to the table, which we love to hear. This wouldn’t be possible without Bowimi’s seamless data and activity tracking.

Transfer orders have also become a particularly valuable tool, enabling reps to quickly make stores live and set up with new wholesalers in as little as one day. Check out our guide on how to increase your rate of sale here.

David relies on Bowimi to surface relevant context before each visit, track previous interactions, and keep his outreach consistent. The mobile and tablet responsiveness makes it practical in the field, and the platform’s ease of use means less time spent learning and more time selling.

The results

Let’s take a look at the impact of Bowimi on several key areas of Huel’s field sales team.

In terms of onboarding, due to our easy-to-use nature and simple interface, one of Huel’s reps was able to go through her entire territory within her first three months of joining the team. Bowimi’s ease of use is deceptive of the powerful insights being generated behind the scenes. Field reps are making more visits, identifying more opportunities, and opening new accounts at a faster pace.

Weekly and monthly reporting to senior management now includes real-time insights on field activity, store performance, and campaign impact. The team has identified and sold into over 87 new stores through Bowimi’s prospecting tools alone.

Small efficiencies stack up fast. With everything from routes and orders to notes in one place, the team spends far less time on admin and stays far more organised. Everyone has clear visibility of their territories, their tasks, and what’s on their plate. What used to take hours to plan—routes, prospects, tasks—now takes seconds with Bowimi.

Looking forward

Huel’s field sales strategy in 2025 includes expanding its reach across major UK cities like Manchester and Birmingham. To support this, Nick is focused on further enhancing Bowimi’s dashboard functionality, improving report-building, and streamlining order summaries to reduce manual effort. Working closely with Huel, Bowimi have already made changes to our platform based on their past feedback, we’re always evolving our software to work better for our customers.

The platform continues to play a core role in supporting Huel’s wider growth plans, especially in scaling the brand’s presence across independent retailers. Bowimi is helping the team do more, faster, and with better data behind every decision.

Want to make gains with your business?

Book your quick Bowimi demo whenever works for you.

Talonmore – Non Alcoholic Dark Spirit

Lauren Quilty — Tue, 25 Mar 2025 11:54:08 +0000

People who leave a Bowimi business wish that they could get it back.

Jack Rogan, Sales Manager

Talonmore, a rising brand in the non-alcoholic drinks sector, faced challenges in scaling their field sales efforts when they transitioned into the On-Trade market. By adopting Bowimi’s field sales platform, they streamlined their sales processes, improved venue targeting, and significantly boosted their presence across Edinburgh’s bar scene.

This case study explores Talonmore’s journey, the challenges they faced, and how Bowimi helped drive their growth. Watch our chat with Jack their Sales Manager below, or read on to find out more.

Who are Talonmore?

Talonmore is a bold and innovative non-alcoholic drinks brand founded in 2020. The non-alcoholic spirit is inspired by Edinburgh’s history and natural surroundings, with a ginger and cinnamon flavour complemented with malty notes and fruit sweetness.

In 2024, Talonmore set its sights on expanding into On-Trade venues, prompting the hire of Jack to lead this initiative. Jack, who had no prior drinks industry experience, quickly adapted to the sector with the support of Bowimi’s platform. The company now operates with two active Bowimi users, driving their growth in the On-Trade space.

What problem did they have?

Before adopting Bowimi, Talonmore was looking to implement a CRM and had been considering using Salesforce. However, from previous experience Jack found Salesforce to be overly complex and ill-suited for managing field sales in the drinks sector. With limited experience in the industry, he needed a platform that was intuitive, efficient, and tailored to the unique demands of field sales. Without a streamlined system, Jack struggled with venue prospecting, planning his routes, and managing sales conversations effectively.

The Bowimi solution

That’s where we come in. Bowimi provided Talonmore with a powerful yet easy-to-use solution that transformed their sales approach, with key features including:

Mapping & Route Planning
Essential for navigating Edinburgh’s dynamic bar scene and beyond, Bowimi simplified route planning and ensured Jack could efficiently visit venues with varying opening hours.

Wholesaler-Based Prospecting
With Scotland’s four main wholesalers forming a crucial part of the drinks trade, Bowimi helped identify venues supplied by specific wholesalers, streamlining prospecting and outreach.

Ease of Use
The user-friendly mobile app provided a seamless experience for Jack, ensuring he could manage tasks on the go with minimal effort.

Insights & Reporting
Bowimi’s data insights allowed Talonmore to track sales performance, identify trends, and improve decision-making.

Trusted by Bigger Brands
Knowing that established brands also relied on Bowimi gave Talonmore the confidence that they were investing in a scalable and proven solution.

Results from Bowimi

Since adopting Bowimi, Talonmore has experienced significant growth and operational improvements. Here’s just a few ways Bowimi have boosted their field sales:

Expanded Venue Presence
Talonmore have grown from just 10-15 venues to nearly 60 since using Bowimi, demonstrating the platform’s impact on supporting and scaling their outreach.

Enhanced Sales Conversations
Bowimi’s data insights allowed Jack to compare successful venues, strengthening his sales discussions.

Time Saved
With smarter route planning and Bowimi’s ‘nearby’ feature, Jack maximised his time between meetings, allowing for spontaneous check-ins and improved efficiency.

Customer Success with Bowimi

From the start, Talonmore have valued our responsive and personable customer support. Regular conversations with the Bowimi team helped Jack optimise his reporting and develop clear plans for 2025. He also appreciated Bowimi’s quick support responses and proactive approach to feature requests, as well as our Co-Founders reaching out to check in on their experiences with new features.

Future with Bowimi

As Talonmore continues to expand its team, Bowimi’s intuitive platform ensures that onboarding new hires will be smooth and efficient. Jack confidently recommends Bowimi to other businesses in the drinks industry seeking a streamlined, effective solution for field sales management.

What could Bowimi do for your business?

Book your free demo using the calendar below to find out more.

NXUS Drinks — Scaling up as a premium beverage distribution agency

Lauren Quilty — Mon, 20 Jan 2025 14:32:37 +0000

We had the pleasure of speaking with Carl Plinston, Founder of NXUS Drinks, to learn more about their growing business and why they chose Bowimi. Carl shared how our platform has assisted in scaling their agency and supporting the brands they work with, driving growth and delivering value every step of the way.

Bowimi have been a fantastic partner for NXUS Drinks, offering the us guidance, flexibility and a great value solution as we grow both sales presence and brand portfolio. The app is a necessity for our on-trade team, allowing for instant reporting on KPIs and consolidating customer information in a useful, friendly manner.

Carl Plinston, Founder

Who are NXUS Drinks?

Hi, I’m Carl Plinston, the founder of NXUS Drinks. We’re a premium beverage distribution agency, and we specialise in spirits and liqueurs. Our mission is simple: we’re here to add value. Whether it’s for our customers or brand partners, we aim to make a real difference by delivering creative trade initiatives alongside some of the best products on the market.

Since NXUS Drinks began in May 2023, we’ve supported the launch of some fantastic new brands like Ten To One, Khoosh and Dr. Hostetter’s. At the same time, we’ve been driving growth for established brands like Mijenta Tequila and Salcombe Gin. It’s been an exciting journey so far, and we’re just getting started.

What problem did they have?

As a new business, we didn’t have a CRM system in place initially. But having worked with a range of tools in the past, I knew exactly what I wanted: something scalable, easy to use, and great value for money.

One of the biggest challenges was finding a tool that could grow with us while still being simple enough for the team to adopt quickly. I’d seen how clunky or overly complex systems could slow things down. Bowimi stood out right away for its clean, user-friendly interface, the valuable insights it provides, and its seamless integration with Google Maps. It ticked all the right boxes for what we needed.

The Bowimi solution

Bowimi has quickly become an essential part of how we manage our field sales. It’s made everything smoother and more effective. Here are the features we rely on most:

Performance Insights
Keeping track of team performance and sales visits is so much easier now. It gives us a clear picture of what’s happening in the field.
Geo-Mapping
This feature helps us visualise our current accounts and find new prospects. It’s been a game-changer for planning and managing territories.
Reporting Tools
The reporting functionality is fantastic. It’s allowed us to provide our brand owners with detailed, transparent updates, which has really strengthened those partnerships.

With these tools, we’ve been able to take our field sales efforts to the next level, helping our team work smarter, not harder.

Results and Success

Bowimi has had a big impact on our business, and the results speak for themselves:

It’s not just about saving time, it’s about using that time to focus on growth and delivering more value to our customers and partners. Bowimi has really helped us do that.

Support and Customer Service

The team at Bowimi has been brilliant. Frankie and the rest of the Customer Success team are always there when we need them. Whether it’s refresher training for the team or fine-tuning our reports and dashboards, they’re always happy to help.

What really stands out is how responsive they are. They listen to our feedback and are open to making changes based on what we need. It’s clear they genuinely care about helping us get the most out of the platform.

Summary

Bowimi has been a game-changer for NXUS Drinks. It’s made managing field sales simpler, faster, and more effective. From the intuitive features to the incredible support team, it’s clear that Bowimi is more than just a tool. It’s a partner in our success.

We’re excited to keep growing with Bowimi by our side. If you’re looking for a platform that truly understands field sales, I couldn’t recommend it more.

Fancy seeing what Bowimi can do for your business?

Book your no-obligation demo for a time that works for you!

Froth Distribution – Save a sh*t ton of time, win more venues, and make business feel personal

Lauren Quilty — Wed, 04 Dec 2024 16:21:56 +0000

We're saving a sh*t ton of time.

Cale Watts, Co-Founder & Director

A year on from their launch, Froth Distribution are now fully fledged across the UK as the sole distributors of Stone & Wood Pacific Ale, and have even launched their own alcoholic ginger beer, Dusty’s.

From day one, Froth have used Bowimi to power their growth. Co-Founder and Director, Cale Watts, shares how the platform has been a game-changer for their field sales, order management, and overall start-up acceleration.

But we’ll let Cale take it from here. Watch the full case study below!

Who are Froth Distribution?

Froth Distribution is a UK-based company specialising in distributing premium alcoholic beverages. They are best known as the exclusive distributor of Stone & Wood’s Pacific Ale across the UK and Ireland. In addition to handling distribution for other brands, Froth is expanding into creating their own products, such as Dusty’s—a bold alcoholic ginger beer. Their expertise lies in building strong connections with venues and retailers to help brands thrive in competitive markets.

What problem did they have?

Before Bowimi, Froth Distribution struggled with clunky sales tools that just didn’t cut it. Their old CRM was basic, frustrating to use, and stuck on laptops—far from practical for a fast-moving team. In their early days, they got by without KPIs or a proper system, but as they started scaling, it was clear they needed a smarter approach. Having seen Bowimi in action at Stone & Wood, they knew it was the perfect fit. Now, Bowimi is their go-to platform for planning, managing, and smashing field sales goals.

The Bowimi solution

Bowimi has revolutionised Froth Distribution’s field sales operations, saving them time and streamlining their processes. Placing orders, once clunky and email-heavy, is now seamless—orders are placed on-site, invoices auto-generate in Xero, and clean delivery docs keep logistics smooth.

Tracking their customer visits is effortless, with key details and history at their fingertips, enabling a personal touch every time. Cale claims it’s everything from being able to check an account to remember the name of the person they’re going to meet, to being able to share this information seamlessly across the team in the platform. With route planning, prospecting, and automatic admin all in Bowimi, we save the team an entire day each week, freeing them to focus on growth.

For a new business, Bowimi’s easy setup was a game-changer, eliminating admin headaches. With Froth’s growth plans to expanding their team, transferring accounts to new reps is seamless.

Froth would 100% recommend Bowimi to any business ready to scale smarter, in particular smaller businesses who need to consolidate all the clunky, moving parts that come with starting a sales business.

Fancy seeing what Bowimi can do for your business?

Book your no-obligation demo for a time that works for you!

Lucky Saint – Winning Taps for No Alcohol Beer with Bowimi

Dan Ghadimi — Fri, 09 Feb 2024 09:58:48 +0000

In this video, Aaron from Lucky Saint, describes how using Bowimi provided his reps with an easy to use system and gave him the reporting capabilities that they needed to understand what was happening in the field.