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From Guesswork to Strategy: How Vizio AI Helped a Beverage Giant Close More Deals Faster
You know how it goes — sales aren’t all rainbows and easy wins. It’s long hours, endless follow-ups, and the constant challenge of figuring out who’s actually worth your time. No sales rep wants to waste their day chasing leads that won’t convert, pitching to the wrong audience, or walking into a meeting unprepared.
That’s exactly where Proximo Spirits found themselves. As a $200M multinational beverage company, they had the products, the market reach, and the manpower. But their sales team? They were flying blind.
Reps were reaching out to leads without knowing who was the best fit
Sales cycles dragged on because they lacked key insights before meetings
Their approach was reactive, not proactive, costing them deals with competitors
They needed more than just better data — they needed a way to use that data smarter, faster, and more strategically. That’s where Vizio AI came in. By integrating real-time analytics, external market data, and an easy-to-use mobile dashboard, we helped them target the right customers, improve sales efficiency, and close more deals with less effort.
Here’s how it happened!
If you’ve ever worked in sales, you know the pain of walking into a cold meeting with no clue what your prospect really wants. You wing it, hoping your pitch lands, but deep down, you know it’s a shot in the dark.
That’s what Proximo’s sales team was dealing with every single day. They had a massive list of potential customers — bars, restaurants, distributors — but no clear way to prioritize them. Some were high-value accounts ready to buy, others were long shots, and a few weren’t even relevant.
Wasted time on low-quality leads while competitors locked in stronger deals.
Sales cycles dragged on because reps had to piece together customer insights manually.
Inconsistent outreach, with reps relying on gut instinct instead of data-driven strategies.
What was worse was that every sales report had to be updated manually. Tracking who met with whom, what was discussed, and whether a deal was progressing was all logged in spreadsheets. That meant sales leaders were always playing catch-up, never getting real-time visibility into team performance or market trends.
Something had to change.
When Proximo approached Vizio AI, their sales process lacked the data-driven insights needed to prioritize leads effectively, leading to wasted time and missed opportunities. Our first step was to understand the root causes of these challenges and then craft a solution tailored to their needs.
Understanding the Problem
We began by speaking with key sales reps and managers to identify pain points. It became clear that their existing sales data — scattered across CRM systems and spreadsheets — wasn’t providing actionable insights. Sales reps were unsure of which leads to prioritize, resulting in longer cycles and lost opportunities.
Crafting the Solution
With a solid understanding of the problem, we created a solution focused on data integration and real-time insights. We integrated Proximo’s internal CRM data with external market data (such as Google restaurant data), allowing us to generate prioritized customer profiles and focus on high-value leads. We also built a Tableau-powered dashboard that streamlined access to customer insights and incorporated Snowflake and AI-driven recommendations to provide real-time guidance for sales reps, ensuring they focused on the right leads at the right time.
To deliver the solution, we used:
At Vizio AI, we believe sales should be powered by more than just experience — real-time, AI-enhanced insights should guide it. Our solution for Proximo Spirits involved two key transformations:
1. Targeting the Right Customers, Not Just Any Customers
What’s the difference between a sales team that grinds and one that wins? They don’t just chase leads — they chase the right leads.
To ensure chasing the right leads, we integrated internal company sales data with Google restaurant data, layering key market insights to build detailed customer profiles. Instead of a long, unfiltered list of potential customers, Proximo’s reps now had a ranked, prioritized list of venues that were the best fit for their brands.
This meant 24% better target accuracy, better deal positioning, and more persuasive pitches — because reps weren’t just guessing what a bar needed; they had the data to prove why Proximo’s products fit perfectly!
Competitors? They were still cold-calling. Proximo’s reps? They walked into meetings already knowing what their customers needed.
2. More Deals, Less Wasted Time
Time kills deals. The longer it takes to find the right lead, prepare the right pitch, and follow up effectively, the greater the chance a competitor swoops in and wins the account.
Before Vizio AI, Proximo’s reps had to juggle too many tools — Excel sheets, emails, disconnected reports — to keep track of their pipeline. But after we stepped in, everything was streamlined.
A mobile-optimized dashboard gave reps real-time access to customer data and product insights; no more manual tracking allowed interactions to be logged automatically, ensuring follow-ups were timely and personalized, and sales leaders could see rep activity in real-time, identifying bottlenecks and adjusting strategy on the fly.
Instead of playing defense, Proximo’s sales team was always one step ahead. This collaboration not only enhanced their position in the market but also ensured they consistently met and exceeded all KPIs.
Every day you wait is another day your competitors capitalize on the market, locking in deals with your ideal clients while your sales team is still stuck chasing leads that aren’t even qualified. Because your team is using outdated spreadsheets, manual tracking, and guesswork, they’re:
Wasting time on low-quality leads instead of focusing on high-potential accounts,
Missing key insights before meetings, leading to longer sales cycles and lost opportunities,
Failing to personalize outreach, making it easier for competitors to swoop in with targeted, data-driven pitches.
These inefficiencies aren’t just slowing you down — they’re costing you deals and driving up the risk of losing customers to faster, smarter competitors. What your reps need isn’t more spreadsheets or outdated lists.
What they need is a proven, data-driven system that helps them close deals faster, target the right customers, and maximize every sales opportunity.
To help you with this, we provide custom consultations specially designed for you, where we:
✔ Identify gaps in your current sales strategy
✔ Show you exactly how AI-driven insights can increase your team’s efficiency
✔ Develop a roadmap to help your team close more deals — immediately.
Don’t let slow, outdated processes cost you another quarter of missed opportunities. Schedule your consultation now.
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