Food & beverage · United States
Cedar connected campaigns to CRM to orders so marketing and ops stop arguing about whose number is real.
Wholesale foodservice · national
Executive summary
Onboarding a rep used to take weeks. Now they ship in days on the same product the page demos.
The challenge
Campaign tools never talked to order entry. Reps retyped every qualified lead.
Ops asked sales for spreadsheets before every ship week.
Marketing claimed pipeline; sales claimed noise.
The change
Campaigns and Journeys feed CRM; CRM writes Orders and Shipping.
One customer graph from ad click to dock door.
Shared dashboards end the “whose number” argument.
Outcomes
Results used as pilot targets - the shape of success, not vanity dashboards.
Team impact
Pipeline and campaigns agree.
Measures pipeline contribution, not vanity.
Ships from the same order sales entered.
Why an estate
Sales, service, and finance stop arguing about whose record is authoritative.
Operators do not maintain six passwords and six partial truths.
What you evaluate on the website is the build you implement.
Start with one motion; add products without a second platform.
Rollout
Typical shape - your pilot may compress or expand by product footprint.
CRM baseline
Accounts, contacts, territories.
Campaigns + Journeys
Two flagship programs.
Orders + Shipping
Ops on the same record.
National scale
Regions in waves.
Risks
Your next 90 days
Same skeleton Harbor, Northline, and Atlas-shaped programs use.
Estate map
Sponsor, operators, systems list, retire list, pilot metrics.
Pilot live
One pod or region on production-shaped config.
Expand wave
Second region or adjacent product family.
Hypercare exit
Metrics review, owner map, BAU support path.
In the room
Cedar Foods runs day-to-day work in CEDX - the same apps you can open from every product page.
FAQ
It is an illustrative composite on live demo tenants. Named case studies publish with customer approval.
Yes. Products in this scenario: CRM, Campaigns, Orders, Shipping, Journeys.
CEDX, a consulting partner, or both - decided in the estate map.
Architecture notes
One login for operators in scope. Entitlements follow the product graph.
Customer graph ownership is written in the estate map before imports.
Prefer estate events and first-party connectors over brittle nightly CSV.
Commercial shape
Products in the first motion, seats for the pod, success metrics, hypercare window.
Wave-two products and regions after metrics clear - written in the original map when possible.
Related scenarios
Harbor put POS, CRM, inventory, and desk on one login so store close and support share the same customer.
B2B servicesNorthline collapsed six tools into one estate so new reps quote, sign, and bill on the same customer graph.
LogisticsAtlas put field jobs, parts, and contact-center voice on one desk record across three provinces.
Thirty minutes. Products, retire list, and pilot metrics - before anyone configures.
