Lead to order, field sales, dealers and distributors on one record, with pricing, schemes and incentives calculated instead of promised.
A sales manager can tell you what the team says it did. What it actually did is harder. Visits are logged from the office in the evening. A discount approved as a one-off turns up in every order in the district. A scheme is worked out in a spreadsheet after the quarter closes. Leads from the website and the trade fair sit with nobody, and the dealer who stopped ordering is noticed when the target is missed.
Every enquiry gets an owner and a next step, whether it came from the website, a call or a chat. The quote, the order and the follow-up hang off the same record.
Visits and orders captured on the phone at the counter, with location and time. A manager sees the day as it went, not as it was written up later.
Outstanding, credit limit, order rhythm and scheme position for each partner on one screen. Each distributor sees its own view and nothing of the next one's.
One price master and one freight master per territory, applied on the order line. Exceptions go to a named approver with the reason recorded.
Schemes and incentives computed from actual orders, so the dealer and the rep see the same figure. Two schemes paying for the same sale are caught before the credit note goes out.
Agents flag a discount that has become a habit in one district, a dealer whose orders have gone quiet, or credit ageing that is getting worse. They flag and propose, a person decides, nothing moves money on an algorithm's say, and each agent can be switched off.
NeauraBeat AI is the field-force CRM behind NeauraBuild's own building-materials distribution, and it is live with distribution businesses today. Reps log visits and take orders at the counter, price and freight come from masters, and schemes are calculated rather than promised. Its agents flag price leakage and silent dealers for a manager to act on.
Yes. The pattern is the same for anyone who sells on a beat, whether through distributors, dealers, retailers or outlets. We set up the hierarchy and the visit rules to match how your team actually works.
Only if it is quicker than what they do now, and we design to that test. We watch adoption after go-live instead of assuming it, and change the screens that slow people down.
Yes. Orders flow to your billing system and stock and outstanding flow back through one integration layer. The CRM does not decide fulfilment. Your billing and procurement teams do.
Most projects fail after go-live, not before it: the software works and nobody uses it. So we do not stop at delivery. We advise, build, implement, operate, and only then transfer, with change management and adoption run as hard as the code.
Named, scoped, switchable agents that read, reconcile, forecast, flag and draft, taking the work off your people’s desks and putting revenue back on your books. A person approves every move that touches money.