About
Ohanafy is a comprehensive, AI-powered beverage cloud platform purpose-built for the complexities of the three-tier beverage industry. Leveraging the Salesforce ecosystem, it delivers a unified solution that eliminates siloed software and replaces it with a single source of truth for suppliers, distributors, and retailers alike. The platform offers an extensive product suite: Route Accounting (RAS) provides automated, audit-ready financial reporting with real-time inventory and revenue visibility; CRM enables account and contact management with targeted campaign tools to boost conversions and retention; Retail Execution captures field data in real time, aligning sales reps with brand priorities through built-in promotions and survey tracking; Analytics delivers actionable business intelligence across territories and accounts; and modules for Order Management, Warehousing, Payments, Ecommerce, Maps, and Hubs round out the offering. Ohanafy's embedded AI layer powers intelligent automation and predictive insights across the entire beverage supply chain. The platform is G2 Award-Winning and trusted across all three tiers — beverage producers and brand owners seeking market growth, distributors managing complex sales and warehouse operations, and retailers maintaining strong distributor connections and shelf availability. Ideal for mid-market to enterprise beverage businesses looking to modernize operations, improve execution, and drive measurable ROI through a connected, data-driven platform.
Key Features
- Route Accounting (RAS): Automated, audit-ready financial reporting with real-time inventory tracking, case movement visibility, and revenue performance monitoring across territories and accounts.
- AI-Powered CRM: Manage accounts, contacts, and sales activities from any device while running targeted campaigns that segment and prioritize accounts to boost conversions and retention.
- Retail Execution: Capture field data in real time with smarter display and survey tracking, aligning reps with brand priorities through built-in promotions for better on-premise execution.
- Integrated Analytics & BI: Actionable business intelligence across the full beverage supply chain, giving teams real-time insights into sales performance, inventory, and territory health.
- Full Operations Suite: End-to-end coverage with Order Management, Warehousing, Payments, Ecommerce, Maps, and Hubs — all connected in one Salesforce-native platform.
Use Cases
- A beverage distributor replaces spreadsheets and legacy systems with Ohanafy to manage sales routes, warehouse inventory, and customer accounts in one unified dashboard.
- A craft brewery uses Ohanafy's CRM and Retail Execution modules to track retail account relationships, run targeted promotions, and ensure consistent shelf presence across territories.
- A regional wine supplier leverages Ohanafy's Route Accounting to automate financial reporting, track case movement, and gain real-time revenue visibility across multiple markets.
- A beverage retailer uses Ohanafy to maintain strong distributor connections, manage reorder workflows, and keep shelves stocked without manual coordination.
- A multi-brand beverage company uses Ohanafy's Analytics and AI layer to identify underperforming territories, optimize sales rep activity, and improve overall market execution.
Pros
- Built on Salesforce: Leverages Salesforce's enterprise-grade security, scalability, and ecosystem, making it reliable and familiar for teams already in the Salesforce world.
- All-in-one beverage platform: Covers every operational need — CRM, route accounting, warehousing, payments, ecommerce, and more — eliminating the need for multiple disconnected tools.
- Purpose-built for three-tier compliance: Designed specifically for the beverage industry's supplier-distributor-retailer structure, handling regulatory and operational nuances out of the box.
- Award-winning and proven: G2 Award-Winning technology with demonstrated ROI in reducing manual entry, accelerating insights, and improving field execution across the supply chain.
Cons
- Enterprise pricing: As a Salesforce-based enterprise platform, Ohanafy is likely cost-prohibitive for very small beverage producers or single-location retailers.
- Salesforce dependency: Organizations not already on Salesforce may face a steep onboarding curve and additional licensing costs to adopt the platform.
- Beverage-industry specific: The platform is purpose-built for beverage, so businesses in adjacent industries cannot leverage it without significant customization.
Frequently Asked Questions
What is Ohanafy and who is it for?
Ohanafy is an AI-powered beverage industry platform built on Salesforce. It is designed for beverage suppliers (producers and brand owners), distributors, and retailers who want to unify their operations in one intelligent system.
Is Ohanafy built on Salesforce?
Yes, Ohanafy is natively built on the Salesforce platform, providing enterprise-grade security, scalability, and integration capabilities right out of the box.
What modules are included in the Ohanafy platform?
Ohanafy includes Route Accounting, CRM, Retail Execution, Analytics, Order Management, Warehousing, Payments, Ecommerce, Maps, Hubs, Data, and an AI layer — all accessible from a single platform.
How does Ohanafy use AI?
Ohanafy embeds AI throughout the platform to automate workflows, surface predictive insights, and help teams make smarter decisions across the beverage supply chain.
How do I get started with Ohanafy?
Ohanafy uses a sales-assisted onboarding model. You can request a demo or consultation by clicking 'Let's talk' on their website to discuss your specific needs and pricing.
