Who follows which customer, with the order history.
Every sales rep with their accounts, every customer with their history: who's ordering, who's declining, who has been quiet for three weeks. Visits prepare themselves, with the right proposal, and the book of accounts is measured every week.
The sales rep has the history in their head, and in the notebook.
Who follows which customer, the sales rep knows. What The Harbor House ordered three months ago, the sales rep knows. That The Harbor House has stopped ordering lemons, nobody noticed. And when the sales rep changes, customers start from zero.
- Accounts in someone's head
If the sales rep leaves, the customers are left uncovered.
- Customers who go quiet in silence
Twenty-one days without an order, and nobody sees it.
- The visit from memory
"What do you need?" instead of "you're out of arugula".
Every sales rep sees their customers, with the real history.
Who ordered yesterday, who hasn't for three weeks, who's declining. The account list is the order history, not a list of names: the sales rep knows where to go and why, and you know how every territory is doing.
The customer follows the sales rep, not the other way route.
A new customer comes in through the order panel and goes to the sales rep for their territory. If a sales rep changes, the accounts pass to the next one with the whole history: nobody starts from zero, no customer is left uncovered.
- Zones and portfolios
Assignment by territory, with exceptions per customer.
- Trend per customer
Who's growing and who's declining, before they stop.
The sales rep walks in knowing what to say.
Before every visit, the profile: what the customer used to order, what they stopped, when, and what to propose. The Harbor House stopped after the lemon price increase: the proposal is already written. No more "what do you need?".
- History on one screen
Products, frequencies, average, last order.
- The proposal ready
Deduced from what changed: price, new products, disputes.
A customer recovered in time is worth $15,000 a year.
A sales rep's value isn't just the new customer: it's the customer who was about to leave and didn't. Ordinoo sees it on day twenty-one, prepares the visit, and the following week the history says whether it worked.
- Flagged on day 21
Not when they've already gone to the competitor.
- Visit prepared
With the right proposal, not a chat.
- Measured afterwards
The book, week over week.
Bring us one sales rep's customers,
let's see who's going quiet
With the orders from the last three months, in twenty minutes you see one of your sales reps' book of accounts: who's growing, who's declining, who no longer orders, and the visit to make tomorrow. Free and no strings attached: if it's not for you, we'll tell you ourselves.
- One of your sales reps' customers
- Who's growing and who has gone quiet
- The first visit, prepared