Industries · Retail and distribution
Turn sales, stock and operations into a single view of the business.
Connect customers, orders, inventory, purchasing and collections to spot opportunities sooner, reduce operational friction and protect margin.
Your operation
How your operation works.
Customers and sales
Buying behavior, opportunities, pricing and portfolio.
Inventory
Availability, turnover, stockouts and overstock.
Orders
Priority, picking, dispatch and exceptions.
Purchasing
Availability, costs and suppliers.
Finance
Credit, collections and profitability.
Conversation
Ask your company.
Distribuidora Andes · illustrative data
Which customers should I prioritize today?
There are 12 priority customers.
- 5 are buying more than 20% less than their 90-day average.
- 4 have open quotes with no follow-up for more than 7 days.
- 3 show clear cross-sell opportunities based on their purchase history.
The declining customers account for roughly $18.6M in historical monthly sales.
Sources consultedCRM · ERP Sales · Quotes
Which of those also have above-average margins?
Of the 12 priority customers, 4 have a gross margin above the channel average.
- Customer A
- 32.8%
- Customer B
- 31.4%
- Customer C
- 30.9%
- Customer D
- 29.7%
- Wholesale channel average
- 26.1%
Sources consultedERP Sales · ERP Costs · CRM Customers
Prepare the follow-up for the three with the most potential.
I prepared three follow-ups using each customer’s sales history, last purchase, usual products and the opportunities detected.
Value
Where the value shows up.
More sales
Spot declining customers and opportunities before you lose them.
Less tied-up capital
See where you have too much stock and where you could run short.
More margin
Understand which customers, products and decisions are affecting profitability.