Know the account before the call.
See what each customer buys from you, what changed, which categories they buy little of from you, and where to spend the week.
| Category | Share | Trend |
|---|---|---|
| Fasteners | 40% | Steady |
| Cutting tools | 25% | Up |
| Safety | 10% | Down |
Recent activity: 3 orders in the last 30 days · last order 6 days ago · account: Ortega Plastics Inc.
Next opportunity
This customer buys fasteners from you every month, but almost no electrical or safety.
The conversation to have:
“You’re already getting fasteners from us every month. Who’s handling your electrical and safety supplies? We carry wire, connectors, gloves and glasses, and we can add them to your regular order so it all ships together on one invoice.”
Tools built for the field
Customer part numbers
Search and quote using the customer’s own part numbers, not just yours.
VMI / CMI / AutoPilot
Vendor- and customer-managed inventory options, set the way you run them.
Multi-location
Master accounts hold pricing and part numbers; each location orders on its own.
Category growth
See which categories a customer buys little or none of from you. It shows your sales with that customer, not what they buy somewhere else.
Rep order entry
Enter an order for a customer from the field, on your phone or tablet.
Account dashboard
Activity, category mix and history for every account you cover.
Past-due visibility
See who’s past due before you walk in the door.
Owner controls
You decide what each rep can see and change.
Fast changes
Update prices, terms or contacts without waiting on IT.
A rep’s time, by account
| Account | Priority | Time this week |
|---|---|---|
| Ortega Plastics Inc. | High | 36% |
| Suwannee Boatworks LLC | Medium | 25% |
| San Marco Fabrication LLC | Medium | 19% |
| Gainesville Packaging LLC | Low | 20% |
Sample coverage plan based on account-priority rules you set.