1. Connect your System
Integration sync to your ERP, inventory or accounting system brings in customers, products and order history.
Your systems show what happened.Sales Pulse shows what needs attention.
Sales Pulse turns sales data into account action. It shows wholesale and distribution teams where customers are buying less, which lines have dropped, and who needs follow-up, so reps and managers can act early to protect and grow revenue in existing accounts.
What needs attention is rarely obvious in your systems alone
Most wholesalers already have the data. It sits in their ERP, CRM, inventory and accounting platforms. The challenge is knowing which accounts, product lines and buying patterns need action now.
Sales Pulse highlights the signals that usually get buried in order history:
- Accounts where total spend looks steady, but key product lines have dropped away
- Customers showing signs of drift without the account looking lost
- Customers who are still active, but have quietly stopped buying a brand or category
- The accounts most worth following up this week
Instead of waiting for the problem to show up in the P&L, your team can see where follow-up is needed early and act while there is still something to recover.
Sales Pulse connects to your ERP, inventory, or accounting system and turns sales data into clear commercial priorities, so reps and managers know where to focus next.
Your team is already trying to do this manually
Most wholesale businesses already have some way of monitoring account health, whether that is an ERP export, CRM report, a spreadsheet or regular rep check-ins.
The problem is not effort. It is visibility.
Manual review tends to catch the obvious decline: the account that has clearly stopped ordering. What it usually misses is the quieter shift: the customer who is still ordering, but buying fewer lines, dropping brands and gradually moving spend elsewhere.
By the time that pattern shows up in a report or meeting, the damage is often already underway.
Sales Pulse automates that analysis and keeps watch continuously, so your team can spot risk earlier and act sooner.
What does account health monitoring look like in your business right now?
If the honest answer involves any of these, Sales Pulse was built for you:
- A monthly report that someone exports and tries to make sense of
- Reps reviewing invoices before a customer visit
- A sales manager asking, “How’s that account going?” and hoping the picture is accurate
- A spreadsheet that used to work, but doesn’t get updated or no longer scales
- Finding out a customer has been pulling back only when it is too obvious to ignore
Sales Pulse automates that analysis, highlighting the accounts that need attention before the rep, the manager, or the monthly report would have caught it.
How it works
What happens when manual analysis gets replaced by automatic visibility
20%
of revenue delivered from u-turns on lost sales leads
7%
growth in revenue delivered from recommendations
25%
increase in revenue delivered by Sales Pulse
100%
of reps saying they use Sales Pulse every day to sell smarter
Three ways to work with Sales Pulse
Find lost revenue. Recover it. Stop it slipping again.
Revenue Leakage Audit
Expert analysis for identifying where revenue is slipping and what to do next.
We analyse your sales data across every customer, product, brand and category, then present our findings and recommended actions within 5-7 business days.
You will see where revenue is slipping, what the recovery opportunity looks like, and which accounts, brands or categories deserve attention first.
Lost Sales Recovery Sprint
Expert-guided identification, prioritisation and recovery of lost revenue in 90 days.
Includes everything in the Audit, plus a prioritised recovery playbook and guided implementation over 90 days.
We help your team understand why revenue was lost, prioritise the biggest opportunities, and guide reps and managers to take action and win it back.
Sales Pulse SaaS Platform
Best for teams who want ongoing visibility and accountability in-house.
Sales Pulse connects to your ERP, inventory or accounting system and continuously highlights where customers are buying less, dropping lines or slipping out of coverage.
Your team gets ongoing visibility into what needs attention next, so they can act early, focus where it matters and maximise sales across existing accounts.
Built with the daily grind of B2B sales in mind
Sales Reps
Know which accounts need attention today, without having to dig for it.
Most reps spend an hour or more reviewing invoices before a customer visit just to show up prepared. Sales Pulse does that analysis automatically, so reps can see which lines have dropped, which parts of the range are slipping, and where the account has changed before they walk in.
It helps reps spend less time preparing and more time with the right accounts, having the right conversations.
Sales Managers
See where your team needs to focus, before month-end reporting tells you it's too late.
Most sales managers track account health by asking reps, reviewing reports, and trusting the picture they get back. Sales Pulse gives them an independent view of which accounts are narrowing, where revenue risk is building across products, brands and categories, and which reps may need support or coaching before those issues show up in the numbers.
It helps managers see where to step in, where to coach, and where to act before small problems become lost revenue.
Business Owners and GMs
See the revenue risk your current systems miss.
Business owners and GMs don't need more reporting. They need earlier visibility into where customers are slowing, where product and category performance is shifting, and where revenue is becoming vulnerable - before it shows up in the numbers.
It gives leaders a clearer view of where to protect existing revenue, where growth opportunities are emerging, where customer value is shifting, and where action is needed before revenue is lost.
Case Study
Sales Pulse x Aqua Blue Distribution
Industry
Pet & Animal Wholesale Supply & Distribution
Interview with
Matt Dowling, CEO
Targeted,Insight-Led& Quantified
A TIQbox approach to sales
The most successful sales reps take a Targeted, Insight-Led, and Quantified approach to B2B sales. This TIQbox methodology is key to unlocking the best opportunities, turning around lost sales, and driving revenue.
Explore Sales Pulse Features
Lead Management
Enable reps with a CRM built around our Targeted, Insight-Led and Quantified approach to sales excellence. This self-triaging CRM is everything your reps need and nothing they don’t.
Customer Insights
Be prepared for every engagement, whether an on-site meeting or a phone call out of the blue, with a simple and clear view of customer buying behaviour across devices.
Product Recommendations
Upsell products based on what similar customers are buying and explore how proactive recommendations can help your sales reps maximise deal value.
Team Insights
Recognise top performers and enjoy a complete view of CRM notes and sales calls. Dive into the sales rep leader board and manager-level views to see a complete picture of team performance.
Product Insights
Unlock insight at the product level to assist in crafting clearance strategies for underperforming products and opportunities for top-performing products.
Performance Dashboard
Sales Pulse is built upon a foundation of accountability, which we pay forward to our customers. Leverage the performance dashboard to see our platform’s impact on your revenue and sales performance.
Trends
Find out if a brand is losing momentum, a territory is underperforming, or a customer segment is shifting earlier, so management can respond while there is still time to act.
The Pulse
See a clear view of your team's sales performance geographically, with dynamic maps and data tables that enable you to track performance by region, sales rep, or time period.
Account Intelligence
AI generated account summaries written for executives, providing a one-paragraph update of where the customer account is at, and what to do next.