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PerfectTed is Europe’s #1 matcha green tea brand. Founded in 2021 and heralded as Steven Bartlett’s most successful Dragon’s Den venture to date, PerfectTed’s signature green can be spotted on the shelves of Tesco, Sainsbury’s, Morrisons and more. True to its products, the UK’s fastest-growing energy drink is showing no signs of slowing down.
Syndicated Actions is elm’s data-driven field sales tool. It analyses real retail data to detect issues, allocates a user-set weekly budget to highest-value opportunities, dispatches field agents to fix issues next-day, and tracks ROI through interactive dashboards.
Olivia Saville, PerfectTed’s National Account Manager, sat down with us to explain how Syndicated Actions has transformed their approach to field work.
- Fixing out of stocks: Increase in cash ROS by 92% post intervention
- Improved Compliance: Increase in stores selling in Morrisons by 115%.
- Time Savings: Saves 1-2 days per week per field team member.
- Targeted Focus: Allows for store flexible visits outside of areas PerfectTed can visit themselves, acting as an extension to their team.
A DATA-DRIVEN APPROACH TO FIELD WORK
"Before elm, it was hard to tell which stores to focus energy on. We weren’t sure which stores were the biggest revenue opportunities and therefore worth visiting.
Each Monday, elm analyses last week’s data and we wait for the notification telling us which will bring the returns. That is really effective as all of that pain is taken away. We know which actions will give us the best returns and we can then set our budget against these."
IMPROVING STORE COMPLIANCE
"When we launched with Morrisons, we had been struggling to reach full store compliance quickly. Checking compliance is very tedious, but it’s the best knowledge of how our product is performing.
We’ve seen compliance going up and up thanks to syndicated actions. Morrison’s is my love story here. The number of stores selling has increased by 115% so far."
REACHING DISTANT STORES
"Because of the wide range of retailers we have, our distribution is nationwide. However, we are still a lean core team based in London. Visiting stores outside of the M25 was never really realistic.
Syndicated Actions enables us to visit stores in Scotland, Wales, and other locations we would never be able to visit ourselves. It’s unlocked lots of previously untapped opportunities."
TIME SPEND
"When I was doing field visits myself, I would spend 1-2 days per week running around supermarkets to conduct visits. I was going to Morrisons and ASDA stores on the outskirts of London, from Acton to Essex. I love the bus, but not that much.
Syndicated Actions automatically identifies stores that need attention and handles the actions for me, freeing up time to focus on priority tasks. I don’t have to waste time on long commutes between stores anymore."
"We’ll be using Syndicated Actions for the long term. We’ve got so many retailers we need to juggle, and we love data. We want to be data-driven every day, and we couldn’t be without elm."
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To learn more about getting started with elm today, email hello@getelm.co or signup now.
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