New outlets to CRM
New restaurants and cafes as leads in your CRM every morning, with a brief for the reps.
What it does
Every morning: restaurants and cafés not found before, as leads in your CRM, a brief for the reps and a map.
In one sentence: Every day at 07:00, in London, Manchester and Birmingham, find restaurants, cafés and bakeries, keep only new ones, keep those where rating ≥ 3.8, match your products with xMap AI, then create lead in Salesforce, send message in WhatsApp Business, show them on a map and email the list to you.
Why it is useful
New outlets are the easiest accounts to win, and the first supplier to call usually keeps them. This flow finds them the morning they appear, matches them to your products and hands the reps a brief.
Who it is for
FMCG & distribution field sales. Distributors and consumer brands whose reps cover outlets: new shops, routes, channels and stock. Every use case for fmcg & distribution
Best use cases
- A food distributor opening new outlets in three cities
- A coffee roaster looking for new cafes to supply
- A bakery wholesaler covering new restaurants
What each run gives you
- Leads in your CRM
- A WhatsApp brief for the reps
- A map of the new outlets
The time it saves
Every day at 07:00. Doing the same work by hand takes about 60 minutes each time; it runs about 30 times a month, so it saves about 30 hours a month (an estimate). It is medium: 10 blocks.
The flow, block by block
- Every morningTrigger · ScheduleStarts the flow on a timetable.
- Target citiesWhere · Area of interestSets where the flow looks: countries, cities or specific places, or areas you draw on a map.
- Find outletsxMap data · Map business scanFinds businesses on online maps live: name, category, rating, address, phone, website and whether it is open.
- Only new onesLogic · Only newLets through only the items this flow has not found before, so a daily flow sends only what is new.
- Keep good fitsLogic · FilterKeeps only the items that match a rule.
- Match productsxMap AI · xMap LLMTell the AI what to do in plain words.
- Create leadsApp · SalesforceCRM software solutions and enterprise cloud computing
- Brief the repsApp · WhatsApp BusinessSend text, media and template messages from your WhatsApp Business number.
- New outlets mapAction · Show on a mapShows the results as points on a map, with the area of interest.
- Email me the resultsAction · EmailSends one email per run with all the items, or one email per item.
Every block can be changed after you use the template: the city, the type of place, the score, where the results go.
Use it now
Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.
How to set it up
- Enrich a list once: A CSV of addresses or companies back with phone, website, rating and an AI score.
- Build your first flow in ten minutes: From a blank page to a flow that emails you a ranked list every morning.
- Map business scan: A live scan of online maps by type or your own search words.
- Score, rank and label with xMap LLM: A score and a reason for every result, in your words.
- Location intelligence: Using where things are, and what is around them, to make business decisions.
- POI data (points of interest): Records of places such as shops, clinics and offices, with their category, position and details.
- Outlet universe: The complete list of points of sale a brand could sell through.
More for FMCG & distribution field sales
- New outlets, graded and routed to each rep: New outlets graded, researched and routed to the nearest rep, with what to pitch at each.
- Hotels and restaurants to supply, researched: Hotels, restaurants and caterers matched to your products, with the buyer, in HubSpot.
- Neighbourhoods without a grocery store: Blocks where people live with almost no grocery store, biggest gaps first.
- New outlets on my routes, prioritised, to the nearest rep: New grocery outlets on your routes, each assigned to the nearest rep, every weekday.
- Monthly outlet census of my city: Every food outlet in your city, by channel, the ones not in your CRM, every month.
- Independent pharmacies to open: Independent pharmacies, scored, with the owner, into HubSpot every week.