How Chomps Uses Workspaces to Keep Sales Ops and Sales Aligned
As Chomps scaled nationwide across major retailers, maintaining alignment between the sales team and sales operations became increasingly critical. Every forecast change, every retailer conversation, and every minor adjustment needed to be documented and accessible—or risk costly miscommunication.
The Challenge
"We were constantly playing catch-up," explains Breelyn Rogers, Sales Operations Analyst at Chomps. "Our sales team would have conversations with retailers, make small forecast adjustments, or discuss promotional plans—and I'd need to know about all of it to keep operations on track."
The team initially relied on Excel spreadsheets to track forecast changes and meeting notes. But as Chomps' retail footprint expanded, the spreadsheet approach became unsustainable. Version control issues, scattered notes, and the lack of a centralized system meant that critical information was slipping through the cracks.
What Chomps Needed:
Was a centralized, intuitive dashboard that could provide both a high-level 360° view of sales progress and the ability to drill into each account’s details—without losing context or wasting hours in manual updates.
The Solution
Chomps uses Vismerch Workspaces to capture forecast changes and keep their sales ops and sales teams perfectly synchronized.
Breelyn uses Workspaces to document notes from every sales team meeting—even minor changes—creating a comprehensive paper trail that keeps operations informed in real-time. The ability to filter by customer or retailer means she can instantly pull up historical context for any account, while the note-taking functionality ensures nothing gets lost between monthly planning cycles.
"I document all notes from meetings with our sales team in Workspaces," says Breelyn. "Even small changes get recorded. It's become our paper trail for everything, and it's so much more efficient than Excel ever was."
Workspaces give Chomps' leadership complete visibility into forecast evolution over time. Instead of scheduling update meetings or sending status emails, everyone can simply open Workspaces to see exactly what's changed, when, and why.
Breelyn Rogers, Sales Operations Analyst, Chomps
"Workspaces have become our single source of truth. I can go back months and see exactly what was discussed with each retailer. It's completely changed how we operate."
The Results
Since using Workspaces to track forecast changes, Chomps has achieved seamless alignment between sales and operations:
Zero missed updates — Every forecast change is documented immediately in one central location
Instant historical context — Team members can review months of notes and changes in seconds
Eliminated weekly status meetings — Real-time visibility means fewer coordination calls
Complete paper trail — Full audit history for every retailer relationship and forecast adjustment
By moving from spreadsheets to Vismerch Workspaces, Chomps created a system that scales with their growth while keeping their entire team aligned.
Breelyn Rogers, Sales Operations Analyst, Chomps
"We don't have to hunt for information anymore. Everything we need to know about forecast changes and retailer conversations is right there in Workspaces. It's saved our team countless hours."
Why it Works:
Vismerch’s Workspaces give CPG brands a flexible yet powerful way to organize complex sales ecosystems. For Huxley, it wasn’t just a tool—it became the foundation for disciplined growth, helping the team stay focused, organized, and connected as they scale nationwide.