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KEY BENEFITS OF SALESPAD
  • Complete visibility into important customer information
  • Simplified order processing and minimized clicks through EDI
  • Increased productivity with customizable workflows
  • Ability to gather critical company data using Quick Reports
  • Detailed managerial insight
PRODUCTS USED

SalesPad Desktop, SalesPad EDI, DataCollection, ShipTo, SalesPad Mobile

CASE STUDY

PICNIC TIME FAMILY OF BRANDS

MOORPARK, CA  |  WWW.PICNICTIME.COM

 

The Company

Picnic Time Family of Brands is a Moorpark, California-based distributor of supplies for picnics, patio dinner parties, barbecues, tailgates, and all sorts of outdoor entertaining. The founders, originally from Italy, started a wine and cheese shop that grew rapidly in popularity. They had customers telling them, “You have everything perfect for a picnic except the picnic basket.” So they started selling picnic baskets too, and everything grew from there. Over the course of 35 years, they’ve grown from a small food store to a company that processes between 120,000 and 150,000 orders a year and ships worldwide.

The Challenge

According to Paul Cosaro, Managing Partner and “Captain Picnic” at Picnic Time Family of Brands, the company’s main focus is complete customer satisfaction. To that end, they needed a reliable, flexible system that could be customized according to their specific processes, plus be able to scale well with their fast-growing company. They needed to get their items out the door quickly, while maintaining full confidence in their order accuracy and quality. Before making the switch to SalesPad, they were frustrated by their software’s inability to adapt to their evolving business needs.

“Customer service is the pinnacle for us,” explains Cosaro. “Our customers are typically retailers, who, in turn, promise to provide excellent customer service to their consumers, the people who are buying our products to own and to use. So, our philosophy is that if we can’t provide them with excellent customer service, how can they then service their customers in the way that they want to?”

The Solution

SALESPAD DESKTOP For a company like Picnic Time looking to improve their customer service, provide excellent insight into company performance, streamline order processing, and minimize the number of clicks overall, SalesPad Desktop was a clear solution. Additionally, SalesPad Desktop offered customization options that don’t come with every ERP software solution.

When considering the switch to SalesPad from Picnic Time’s previous software system, Paul Cosaro said, “The main things that stood out [concerning SalesPad] were the workflows that are so customizable, plus the ability to incorporate additional products, such as DataCollection, SalesPad Mobile, and ShipTo. It wasn’t just a front-end hat that sits on Dynamics GP, it was so much more than that.” says Cosaro. “We love it.”

He called out the ability for customer service representatives to easily access data pertinent to any customer-related issues they were dealing with. The speed with which they are able to find the information they’re after results in happy customers, happy reps, and a positive impact on the company.

SALESPAD EDI SalesPad EDI in particular met a lot of the demands Picnic Time had of an order processing system. Electronic Data Interchange (EDI) is a standardized communication format for crucial business document information traveling from computer to computer. EDI allows the buyer’s order processing system to talk directly to the supplier’s system, which speeds up the entire process and eliminates the potential for human error.

Picnic Time made the switch to SalesPad EDI, and hasn’t looked back since. According to Picnic Time’s EDI Coordinator, Bonnie Tallada, the number of clicks it took to successfully process an order went from 10 to just 1.

“It’s a fully automated system,” says Bonnie Tallada, EDI Coordinator at Picnic Time. “Orders will not make it out to the shipping department if [the order] comes from an incorrect ship-to address, so it prevents us from having issues from the beginning.”

“EDI is daunting,” Paul Cosaro adds, “and by working with SalesPad and SPS, we’ve been able to make it manageable and user friendly.”

Utilizing SalesPad EDI has allowed Picnic Time to grow their online sales by improving their selling capabilities to big-box stores such as Wayfair.com, Target.com, and many other online retailers. Selling more through such sales channels means it is easier for consumers to find Picnic Time products, increasing sales and future demand overall.

Picnic Time Case Study Teaser

“It wasn’t just a front-end hat that sits on Dynamics GP, it was so much more than that. We love it.”

– Paul Cosaro, Managing Partner, Picnic Time Family of Brands

SEAMLESS AND ACCURATE ORDER PROCESSING USING SALESPAD EDI

Implementing an EDI software can pack a big punch when it comes to bringing a company to the next level. Picnic Time took full advantage of this opportunity by working with SalesPad to streamline their order processing services.

EDI greatly eliminates the potential for costly mistakes. By automating many aspects of the workflow, the entire process moves faster, maintains consistency, and frees up employees’ time to tend to other aspects of your business.

“SalesPad EDI enabled our customer service team to process orders effectively and more efficiently,” says Bonnie Tallada. “We can continuously pull orders without worrying about errors, even over the weekend. It’s a big plus for Picnic Time, because we’re committed to providing good customer service. Our previous system required a lot more time on our part and a lot more clicks. SalesPad EDI is so seamless, you forget it’s even there.”

Tallada noted that she’s yet to run across any issues with onboarding trading partners, such as the big-box retailers, from Picnic Time’s previous EDI system into SalesPad, and that the whole process of testing and mapping has been surprisingly smooth. Picnic Time is looking into fully transferring all of their manual orders into the EDI processing system, and that journey has been going well.

“My colleagues and I agree; SalesPad EDI is two thumbs up,” she says.

COMPANY AND MANAGEMENT INSIGHT THROUGH INSTANT DATA VISIBILITY

Beyond all the benefits of utilizing EDI, Paul Cosaro appreciates the managerial tools available to him through SalesPad.

“From a management perspective, I use SalesPad for running [sales] reports…it’s a good tool for minute details, like A/R issues or A/P issues, order details all the way up to high level dashboards and the quick reports that we use. It’s quick. It’s there at my fingertips, and I couldn’t imagine doing business without it.”

“I use SalesPad on a daily basis to keep a pulse on the overall health of the company,” he adds. “It’s much easier and quicker than going to our controller or the accounting team and having them run all these obscure reports in GP.”

The ability to quickly gain insight into how your company is performing is a key element in successful management practices. The simple, instant access to inventory, customer, and sales data provided by SalesPad is very important to Cosaro, and the ability to easily export that data gives him a big advantage when making administrative decisions. The fact that his customer service reps can also access the data they need, too, eliminates a lot of back-and-forth within the company.

“The ability to have all that data at our fingertips is priceless,” he says. “It saves me time, it saves our customer service reps time, and it really guides us in the right direction.”

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