Big Data
Your ERP, CRM and inventory systems are full of transactional data
Feature: Lead Management
Flag leads before they fizzle
Most reps know which customers they visited last week. What they miss is which customers should have ordered by now and have not. Sales Pulse surfaces those accounts automatically, triaged by urgency, so reps know exactly who to contact first and what to talk to them about.
See Lead Management in action
Watch a quick walkthrough of how the Leads module works in practice, from how accounts are triaged through to how reps move through reminders, win-back and upsell opportunities.
Watch a two-minute demo →
The science behind right place, right time
Every wholesale customer has a buying pattern: how often they order, what they order and when they order. Sales Pulse identifies that pattern from your ERP data automatically and flags the moment something changes or an order is overdue. No manual analysis. No rep having to remember. The right account surfaces at the right time.
Identified Patterns
Sales Pulse reveals each individual customer's buying pattern
Targeted Opportunities
Reps and managers know exactly where attention is needed next
Three ways Sales Pulse flags what needs attention
The Leads module is the working view for reps. It groups customers into reminders, win-back, and upsell opportunities, so reps can quickly see who needs a nudge, which accounts are at risk, and where there is room to grow the next order.
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Reminders
A reminder is triggered when a customer’s usual reorder time has passed. Sometimes they forgot to order. Sometimes they are looking elsewhere. Either way, it is a chance for a rep to follow up before more revenue is lost.
Win backs
A customer is put on the win-back list when an order hasn't been placed for more than double their usual time frame. These are often the customers with the most value at stake.
Upsells
The upsell list highlights customers approaching their reorder date. This is where reps can use product recommendations to increase the value of the next order while engagement is already timely.
CRM without too much M
Most CRM systems fail because reps simply do not use them. They are often too feature-heavy, too cluttered and too far removed from how wholesale sales actually works.
Sales Pulse keeps it simple. Reps can work from a prioritised action list, log quick notes after each interaction, and move accounts through follow-up without the admin burden of a traditional CRM.
Explore Sales Pulse
For Sales Reps
Sales Pulse helps Sales Reps know who to contact next, what has changed inside the account, and where there is room to recover lost sales or grow the next order.
For Sales Managers
Sales Pulse helps Sales Managers see which accounts are at risk, where reps need to focus, and where coaching or intervention is needed before decline shows up in the numbers.
For Business Owners and GMs
Sales Pulse gives Business Owners and GMs a faster view of where revenue is shifting, which accounts are slowing, and where growth opportunities are emerging, without digging through ERP exports or piecing together CRM reports.