Feature: Account Intelligence
Understand what has changed in an account before the next conversation
Account Intelligence summarises customer sales behaviour, contact history, risks, and opportunities, so reps and managers can quickly see what needs attention.
Reps should not need to dig through invoices and notes before every customer conversation
In wholesale sales, account changes often happen quietly. A customer may still be buying, but they might have stopped ordering a key brand, reduced frequency, narrowed their range, or shifted spend to a competitor.
The signs are usually sitting across invoices, product history, notes, and reports. The problem is that most reps and managers do not have time to manually piece it together.
Account Intelligence does that work for them.
Account Intelligence turns customer history into a clear account brief.
Sales Pulse reviews recent sales patterns, contact history, dropped products, buying cadence, and account notes to produce a practical summary of what is happening with each customer.
It helps users quickly understand the account before they call, visit, or review it.
- Highlights risks, opportunities, and changes in buying behaviour
- Connects sales trends with recent contact notes
- Surfaces dropped products, brands, or categories
- Suggests the next best action for the account
- Gives managers a faster way to review account quality and rep activity
Give reps better context before they speak to the customer
Most reps already know their customers, but they can still miss subtle changes hidden in order history.
Account Intelligence gives them a sharper starting point.
Instead of walking into a customer conversation with only recent notes or last month’s sales total, the rep can see whether the customer has changed their buying pattern, dropped part of the range, slowed their cadence, or created a new opportunity.
That changes the conversation from:
“Just checking in.”
To:
“I noticed you haven’t ordered from this range for a while. Has something changed?”
Help managers see whether account activity matches account reality
Account Intelligence is also useful for sales managers. It helps them review whether the team’s notes, follow-up activity, and customer conversations align with what the sales data is showing.
If the rep’s notes say the account is healthy, but Sales Pulse shows dropped lines, reduced cadence, or narrowing spend, the manager has a clearer reason to step in.
- Review account health faster
- Spot mismatches between notes and sales behaviour
- Identify accounts that need manager involvement
- Improve rep coaching with objective account context
- Reduce reliance on verbal updates and gut feel
- Make sales meetings more focused
Give your team the account context they need before revenue slips further
Sales Pulse helps wholesale teams understand account changes earlier, so reps and managers can have better conversations and act before the decline becomes obvious.