Fior di latte or buffalo, 18 or 24 months, whole truckle or pre-cut: every customer wants the right cheese and deliveries with no surprises on dates. Ugo helps you answer well and keep on top of returns, tastings and Christmas orders.
Dairy and cheese sales reps represent creameries, cheesemakers and dairy co-operatives: milk, cream, butter, yoghurt, fresh and aged cheeses, many with protected names. Ugo is an AI assistant on WhatsApp that helps you sell a living product, with short dates and differences customers want to understand before they buy. Ask him about a pack size, the status of a return or a free Saturday for a tasting, and he answers using your tools.
Your customers vary widely. The cheese counter at a deli or supermarket thinks about maturity, cuts and rotation. The pizzeria wants a mozzarella that doesn’t release too much whey in the oven. The café buys milk and cream for its cappuccinos, the patisserie mascarpone and ricotta. Sooner or later, all of them ask you to collect a product close to its date or sort out a wrong delivery.
Ugo learns your creameries’ catalogues from their websites, keeps track of returns and requests by email, updates the CRM and organises tastings at the counter. He answers in seconds, even when you’re at the counter with the manager in front of you, and before he writes to a customer or the creamery he shows you the text and waits for your “Confirm”. Decisions on prices and returns stay with you and your principal.
A perishable product, lots of variants, demanding customers.
Yoghurts, mozzarella and fresh lines have a short life. The customer flags packs close to their date, asks for collection or a credit note, and you have to pass the request to the creamery without anything getting lost on the way.
Fior di latte and buffalo, table and pizza mozzarella, 18 and 24 month Cheddar, raw and pasteurised milk. The customer wants to understand what they’re buying, and the right details are scattered across catalogues and creamery websites.
Prices for aged cheeses move, some maturities are only available in limited quantities, creameries update their price lists during the year. Promising something that isn’t there is the fastest way to lose trust.
A tasting at a deli sells more than ten calls. But it has to be agreed with the owner, prepared with the creamery and remembered by everyone, while you carry on with your normal round.
From the pizzeria to the cheese counter, four practical examples.
The pizzaiolo asks the difference between two of your creamery’s mozzarellas. Ugo has learned the principal’s website with Company websites and gives you pack sizes, moisture and recommended use, quoting the page.
Skills used
Difference between the pizza fior di latte and the julienne from Mendip Creamery?
From the Mendip Creamery website (“Pizzeria range” page): • Pizza fior di latte: 1 kg block, to slice, low whey in the oven, 25-day shelf life • Julienne: ready-cut strips, 2.5 kg bag, ready to use, suited to high volumes Both are recommended for wood-fired and electric ovens.
The supermarket flags yoghurts close to their date. Ugo drafts the email to the creamery with product, batch, quantity and a request for collection or a credit note. You confirm and the request is on record.
Skills used
🎤 Voice message (0:19)
Here’s what I’ll do: Email sales@quantockdairy.co.uk Subject: Return request, Joy’s Supermarket, Bridgwater “Good morning, the customer reports 36 pots of whole milk strawberry yoghurt 125 g, batch 2610, use-by 18 October. They’re asking for collection or a credit note. Thank you” Confirm?
The deli books truckles of 24-month Cheddar for December. Ugo creates the deal in the principal’s CRM and the task to get back to the customer, so the creamery knows how many to set aside.
Skills used
Parker’s Deli wants 4 truckles of 24-month Cheddar for Christmas, delivery early December
Here’s what I’ll do in Zoho CRM: • Create the deal “Christmas, 4 truckles 24-month” for Parker’s Deli, stage Booking, expected close 30 November • Create the task “Confirm delivery date with Parker’s” for 15 November Confirm?
You agree a tasting with the owner. Ugo finds a free Saturday in your diary, creates the appointment and sends the owner a confirmation from your WhatsApp Business, with date, time and products.
Skills used
Tasting at The Cheese Room, a Saturday morning in November. When am I free?
In November you’re free on Saturday 7, 21 and 28, all morning.
The 21st from 9 to 1, let Sarah know
Here’s what I’ll do: • Create the appointment “Tasting, The Cheese Room” on Saturday 21 November from 9:00am to 1:00pm • Message Sarah (The Cheese Room) from your WhatsApp Business: “Hi Sarah, all confirmed for the tasting on Saturday 21 November from 9 to 1: I’ll bring the 18 and 24-month Cheddar and the cultured butter.” Confirm?
Fresh lines in the morning, pizzerias in the afternoon, CRM in the evening: with less effort.
Scheduled task: Ugo sends you today’s appointments and the return requests that came in by email.
At the cheese counter the manager asks the difference between two maturities: Ugo sums it up from the creamery’s website.
A voice note from the car park: Ugo drafts the yoghurt return request for the dairy.
At the pizzeria the talk is of mozzarella for the wood-fired oven: Ugo gives you pack sizes and shelf life for the pizzeria range.
The deli books truckles for Christmas: Ugo creates the deal in the CRM and the follow-up task.
Ugo books Saturday’s tasting and sends the owner a confirmation, after your “Confirm”.
Catalogues, returns, bookings: each in its place.
With Company websites Ugo learns product ranges, pack sizes and protected names from your principals’ websites and answers quoting the page, even on the lines you sell less often.
Zoho CRM, HubSpot, Odoo or Agile CRM: Ugo creates deals for seasonal bookings, adds call notes and moves stages when the customer confirms.
Connect the inbox you use with your creameries. Ugo finds return requests still without a reply and reminds you, every Friday with a scheduled task if you like.
If the creamery sends its price list in Excel, put it on OneDrive or Google Drive: Ugo answers on price, pack size and minimum order for every line.
The most useful Ugo features for this job, starting with the first one to turn on. You switch them on from the portal in a few minutes.
Agree clear rules with the creamery: how many days before the date a return is accepted, whether stock is collected or a credit note issued. Then log every request with product, batch and quantity. Ugo drafts the email to the creamery from your voice note and reminds you of requests still waiting for a reply.
Start from the product specification: production area, milk used, minimum maturing time. Producer associations and consortia publish this information on their websites. Ugo can read your creamery’s website and the consortium’s with Company websites and sum up the differences, quoting the page each detail comes from.
Yes. Pizzerias want quick answers on pack sizes, oven performance and shelf life, and calls at the right time, in the afternoon. Ugo gives you the pizzeria range details from your principal’s website, finds new pizzerias in the area with Maps and helps you follow up customers on WhatsApp Business.
Yes, if your principal uses Zoho CRM, HubSpot, Odoo or Agile CRM and gives you access. Ugo creates a deal for each booking, adds the task to confirm delivery and moves the deal to the next stage when the customer confirms. Every change goes ahead after your “Confirm”.
No. Ugo reads and searches on his own, but every action that changes something, like an email, a WhatsApp message or a CRM update, is shown to you first and goes ahead only if you tap “Confirm”. If something’s not right, tap “Cancel”.
Associations, bodies and official sources for the sector: external websites, independent of Ugo.
Have Ugo learn your creameries’ websites and connect email and CRM: answers ready and returns on record.
