A CRM agent for a distributor: who to call and what to offer

Customer card, pipeline and tasks; a lead score and the share of won deals by stage.

A hint of which item and promotion to offer; reports by manager and region; an alert on debt and a silent deal.

A short read of the negotiations and answers from the history, inside the employee’s permissions.

Qualified lead-to-deal +8–14%; key-account churn −6–10% on the pilot.

Time spent on the sales lead’s report −35–50%.

• One card holds orders, payments, debt, tickets and meetings — no hunting across five windows.
• The agent suggests win likelihood, the risk of losing the account and which item to offer this season.
• A sales lead sees conversion and each manager’s contribution without waiting for a Monday pack.
• Data arrives from the accounting system, phone and email; the negotiation history can be asked in plain language.