Distributors
Sample threads for distributor sales reps checking order history, drafting reorders and logging account visits.
For distributor reps who visit counters and job sites. Tools: QuickBooks Online works today, in beta, for customers, open invoices and estimates. HubSpot, ERPs (NetSuite, Acumatica, Epicor Kinetic, Epicor Prophet 21) and Salesforce are coming soon.
What works today: drafting an estimate in QuickBooks and checking what an account owes. Order-history lookups and visit logging need the CRM and ERP integrations, so these threads show where we’re headed.
Reorder what they bought last time
Section titled “Reorder what they bought last time”You: What did Dale’s Hardware order last quarter?
Tack: 3 orders, $4,210 total. Most was 40 cases of ¾” PVC elbows. Reorder the same?
You: Same as last time, and log the visit
Tack: Draft order for $1,380 is ready. Send to Dale for approval?
Log a visit with a lead
Section titled “Log a visit with a lead”You: Stopped by Ridge Plumbing, they’re unhappy with their current supplier’s lead times. Wants a quote on PEX
Tack: Logged the visit on Ridge Plumbing and opened a deal “PEX supply.” Follow up Thursday with a quote?
Check an account before you walk in
Section titled “Check an account before you walk in”You: Anything I should know about Lakeway Builders?
Tack: $3,900 open, one invoice 45 days overdue. Last visit Sep 30: asked about volume pricing on rebar.