Partnership Platform Proposal
Core-Mark CORE-MARK
×
Ronnoco RONNOCO

My Daily Crave
Partnership Platform

A private-labeled field sales enablement application and administrative dashboard — built exclusively for the CoreMark × Ronnoco My Daily Crave program.

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Today's Discussion

Four Topics We'll Cover

From high-level vision to the specific technical questions your IT and integration teams need answered before we can begin.

01
Administrative Dashboard & Field Sales Enablement — Overview
The full vision: what we're building, why it matters, and how it serves every level of the CoreMark organization.
02
The Administrative Dashboard
Role-scoped visibility for senior directors, house managers, and the Ronnoco team — velocity, service, installs, and leads in one place.
03
The Field Sales Enablement Application
A mobile app that puts leads, accounts, service status, program news, and push notifications in every CoreMark rep's pocket.
04
Open IT & Integration Questions
The specific questions our development team needs answered to integrate securely with CoreMark's systems and infrastructure.
01
Topic One

Administrative Dashboard &
Field Sales Enablement — Overview

A single, private-labeled platform connecting the CoreMark and Ronnoco teams at every level — from senior directors reviewing national performance to field reps submitting leads from a convenience store parking lot.
📊
Real-Time Visibility
Velocity, service status, installation tracking, and lead pipeline — live, in one place, scoped to each user's role.
📱
Mobile-First Field Tool
CoreMark reps get a branded app on their phone. Submit leads, log visits, check account status, and communicate directly with the Ronnoco team — all in the field.
📣
Direct Communication Channel
Ronnoco can push product launches, program updates, and field bulletins directly to every CoreMark rep's device — instantly, with read receipts.
🔐
Enterprise-Grade Security
SAML/OIDC SSO, role-based access control, US-hosted encrypted infrastructure, and a formal vendor security assessment process.
🔗
Salesforce-Independent
No Salesforce or Prism dependency. Ronnoco owns and manages the platform. CoreMark gets purpose-built tooling without adding to your ERP footprint.
🚀
Built to Grow
Start with a 1–2 house pilot. Add velocity data integration, push notifications, and analytics as the partnership matures.
How Data Flows Through the Platform
🏭
CoreMark WMS / ERP
Velocity data source
→
🔄
Data Integration Layer
API or SFTP sync
→
🗄️
My Daily Crave Platform
Ronnoco-managed
→
🖥️
Admin Dashboard
Web — Director/Manager
+
📱
Field Sales App
Mobile — Rep
02
Topic Two

The Administrative Dashboard

Role-scoped views that give every stakeholder exactly the visibility they need — no more, no less. Senior directors see the national picture. House managers see their division. Ronnoco sees everything relevant to servicing the account.
Dashboard Architecture
👔
Senior Director
All houses, national KPIs
↓
🏠
House Manager
Division view only
↓
🧑‍💼
CoreMark Rep
Assigned accounts
|
☕
Ronnoco Sales
Leads, comms, programs
+
🔧
Ronnoco Service
Tickets, installs
👔 Senior Director View
  • National velocity trends by region and house
  • All open service tickets and SLA status
  • Installation pipeline — in progress, completed, pending
  • Lead volume and conversion rates
  • Program performance metrics
  • Automated QBR-ready reports
🏠 House Manager View
  • Division-level velocity by location
  • Rep activity and follow-up tracking
  • Open service tickets for their territory
  • Pending and completed installs
  • Lead status for their distribution area
  • Direct messaging with Ronnoco team
🧑‍💼 CoreMark Rep View
  • Their assigned accounts and velocity
  • Open follow-ups and today's tasks
  • Lead submission and status tracking
  • Service ticket history per location
  • Install request and status
  • News, product launches, program updates
☕ Ronnoco Sales View
  • Assigned CoreMark accounts and leads
  • Open leads and follow-up queue
  • Communication thread per account
  • Program detail management
  • Product launch and content publishing
🔧 Ronnoco Service View
  • Open and scheduled service tickets
  • Installation queue and scheduling
  • Equipment status per location
  • Service history and SLA tracking
⚙️ Ronnoco Admin
  • Full system visibility across all roles
  • User management and provisioning
  • Push notification broadcast center
  • Product launch content publishing
  • Integration configuration and monitoring
03
Topic Three

The Field Sales Enablement Application

A branded mobile application — on every CoreMark rep's phone — that connects them to their accounts, the Ronnoco team, and the My Daily Crave program in real time. No more email chains. No more manual follow-up tracking.
🏠 Home / My Day
3 follow-ups due today
2 installs pending nearby
1 new message from Ronnoco
Velocity +12% this week
🆕 New product alert
📋 Submit a Lead
Store name + address
Contact name + phone
Equipment interest
Notes + photo upload
Submit → Ronnoco team
📊 My Accounts
Account list + status
Velocity by location
Open service tickets
Install status
Tap to message Ronnoco
📣 News & Programs
New product launches
Program updates
Promo materials
Sell sheets + PDFs
Push-delivered instantly

Push Notification Examples

Ronnoco pushes news, launches, and alerts directly to every rep's phone — no email required.

☕
My Daily Crave
🆕 New Product Launch — Vanilla Bean Latte
Now available in your region. Tap to view sell sheet and suggested placement.
📋
My Daily Crave
Follow-up reminder — Corner Mart #14
No visit logged in 21 days. Velocity is down 8% this month.
🔧
My Daily Crave
Install Scheduled — Quick Stop #7
Ronnoco scheduled your requested install for Aug 4 at 9:00 AM.
📣
My Daily Crave
Q3 Program Update Available
New pricing, updated planograms, and fall promotional materials are ready.

Recommended Build Phases

🏗️
Phase 1 — Foundation (6–8 wks after IT access)
Web dashboard + SSO + velocity data integration + lead submission workflow + Ronnoco admin panel.
📱
Phase 2 — Mobile App (4–6 wks)
Progressive Web App — rep home screen, lead submission, account access, service tickets, messaging.
🔔
Phase 3 — Push & Content (3–4 wks)
Push notification infrastructure, product launch broadcasts, program update alerts, document library.
📲
Phase 4 — Native App (if required)
iOS/Android native apps via App Store/Play Store if MDM policy requires it. Offline capability.
📈
Phase 5 — Analytics & Intelligence
Velocity trend analysis, at-risk account alerts, rep performance scoring, automated QBR reports.
🌐
Phase 6 — National Rollout
All distribution houses onboarded, multi-region admin, SLA agreement, ongoing roadmap.
In-App Experience

What It Looks Like

Real UI mockups showing the administrative dashboard and field sales application — built for the My Daily Crave program.

🖥️
Administrative Dashboard
Senior Director & House Manager View — web browser
Admin Dashboard Mockup
KPI Cards
Active locations, service SLA, pending installs, open leads at a glance
Velocity Chart
Live trend line by distribution house — filter by region, date range, product
Service Tickets
Open/In Progress/Resolved status pills, assigned rep, days open — sortable
Role-Scoped
Directors see all houses. Managers see their division. Reps see their accounts only.
📱
Field Sales Mobile Application
CoreMark Sales Rep View — iOS & Android
Account Detail
Account Detail View
Tap any account to see velocity trend, service history, open tickets, scheduled installs, and a direct message thread to the Ronnoco team — all in one screen.
Push Notifications
News & Push Notifications
Ronnoco pushes product launches, program updates, install confirmations, and follow-up reminders directly to every rep's device — color-coded by type, delivered instantly.
Rep Home Screen
Rep Home — My Day
Every rep starts their day here — open follow-ups, nearby pending installs, velocity snapshot, and unread messages from the Ronnoco team.
Lead Submission
Lead Submission
Reps submit new location leads directly from the field — store name, address, contact, equipment interest, and notes. Goes straight to the Ronnoco sales team in real time.
04
Topic Four

Open IT & Integration Questions

These are the specific questions our development team needs answered before we can finalize the technical architecture and begin integration work. Red = critical path. Amber = high priority. Gray = standard.
Identity & AccessIT Team
How do you want users to authenticate? SSO via Okta/Azure AD/PFG IdP, or a separate vendor portal login?
IT Team · Critical
Can you provide SAML 2.0 or OIDC metadata for SSO configuration?
IT Team · Critical
Who manages user provisioning — CoreMark IT or Ronnoco? Do you need SCIM automated lifecycle management?
IT Team · High
Is MFA mandatory for all external vendor systems?
IT Team · High
What role levels are needed — Senior Director, House Manager, Sales Rep, Ronnoco counterpart?
IT Team · High
Security & ComplianceCompliance Team
Do you have a vendor security assessment process? Will you require a SOC 2 report or security questionnaire?
Compliance Team · Critical
Data residency requirements — US only? Any PFG data governance policies for third-party portals?
Compliance Team · Critical
What data classification applies? Is velocity/sales data confidential? Any PII in scope?
Compliance Team · High
Do you require a penetration test or vulnerability scan before go-live?
Compliance Team · High
Is there an approved vendor list or security review board that must sign off?
Compliance Team · High
Data & IntegrationIntegration Team
Where does velocity data currently live? What system — SAP, Manhattan, home-grown WMS/ERP?
Integration Team · Critical
Can you provide an API, or is nightly CSV/SFTP the starting point?
Integration Team · Critical
Push vs Pull — do you send data to us, or do we query your systems? Real-time or batch?
Integration Team · High
Do you have integration middleware — MuleSoft, Boomi, Azure API Management?
Integration Team · High
IP allowlisting or VPN tunnel requirements for outbound data sharing?
Integration Team · Normal
Who owns the integration on your side — dedicated engineer or a project queue?
Integration Team · Normal
Mobile & PushIT / Mobile Team
Do you have an MDM policy? Will the app need Apple Business Manager or Google MDM enrollment?
IT / Mobile · High
Native iOS/Android app, or Progressive Web App installable from a browser?
IT / Mobile · High
Are CoreMark reps using personal phones or company-issued devices?
IT / Mobile · High
Can we send push notifications to CoreMark devices? Who approves notification permissions?
IT / Mobile · High
Should push route through your corporate MDM/push infrastructure, or directly to device OS (APNs/FCM)?
IT / Mobile · Normal
How should the app be branded — My Daily Crave, CoreMark internal, or co-branded?
Marketing · Normal
Business & OperationsMarketing / Business
Which senior directors need the top-level view? How many distribution houses are in this program?
Marketing / Business · High
Approximate user count by role — Senior Directors, House Managers, Sales Reps?
Marketing / Business · High
Pilot with 1–2 houses first, or full national rollout from day one?
Marketing / Business · High
What are your reporting cadences — weekly velocity reviews, monthly QBRs, real-time SLA alerts?
Marketing / Business · Normal
Is there an existing system this supplements or replaces? What gaps drove this conversation?
Marketing / Business · Normal
What is your timeline expectation? Is there a business event driving urgency?
Marketing / Business · Normal
Who owns the program relationship — single point of contact for changes and support?
Marketing / Business · Normal
Who controls what news and product content gets pushed to reps — CoreMark marketing, Ronnoco, or both?
Marketing / Business · Normal
CoreMark Team — Action Required

Who should we contact to get started?

Please provide the name and contact info for your IT/integration point of contact. This will allow the Ronnoco development team to begin the technical integration planning for Phase 1.

Summary

Discussion Summary & Next Steps

A private-labeled field sales and visibility platform — purpose-built for the CoreMark × Ronnoco My Daily Crave program — connecting every level of the CoreMark organization with the Ronnoco team in real time.

🏢 CoreMark Deliverables
  • Assign a named IT/integration point of contact
  • Provide SSO metadata (SAML/OIDC) when ready
  • Complete vendor security assessment questionnaire
  • Confirm velocity data source and access method
  • Define user count and role structure per distribution house
  • Confirm MDM and mobile device policy for reps
  • Select pilot distribution houses for Phase 1
  • Confirm program branding direction (My Daily Crave)
☕ Ronnoco Deliverables
  • Provide architecture and security documentation for vendor review
  • Configure SSO integration with CoreMark IdP
  • Build Phase 1: web dashboard + role views + lead workflow
  • Build data integration layer (API or SFTP) for velocity data
  • Build Phase 2: mobile PWA for field reps
  • Build Phase 3: push notification and content engine
  • Deploy to coremark.swarmlogic.cloud — SSL, US-hosted
  • Onboard pilot users and provide training materials

Proposed Next Steps

Four actions to leave this meeting with in order to begin.

Step 1
CoreMark names an IT/integration point of contact. Ronnoco provides architecture documentation for vendor security review.
Step 2
CoreMark IT confirms velocity data source, access method (API or SFTP), and SSO readiness. Ronnoco begins integration architecture.
Step 3
Select 1–2 pilot distribution houses. Agree on Phase 1 scope, timeline, and success criteria.
Step 4
CoreMark team gains access to the Partner Hub (this platform) to track open questions, decisions, and progress live.

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