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See the products a buyer was quoted or bought, along with the earlier discussion. Ask what they need now before preparing the next offer.
With enough reliable purchase history, Next Best Actions can suggest a reorder conversation or flag a regular product that is overdue. Your salesperson can check the reason and ask about the buyer’s next requirement.
See contacts linked to products in the offer, then choose who should receive it. Select the product specifications and commercial details that fit each buyer.
Send your product offer by email and review the recorded opens, clicks and replies. Follow up on questions and confirm the buyer’s quantity and timing.
See the buyer’s contacts, offers, deals and notes before replying, so your answer follows the conversation already underway.
Assign an owner and add colleagues as followers, so the team knows who is handling the account and can find the background.
Track the stage, value, owner and related products for each buyer opportunity.
Next Best Actions shows a suggested follow-up and its reason, using recorded activity and purchase patterns. Create a task or send an email, then update the action’s status as the conversation progresses.
Set up tasks when a deal reaches a stage, with a colleague responsible for checking preparation or shipment details.
Set up buyer emails around your deal stages, using the shipment and delivery information your team records.
Review the value and costs used to calculate expected profit, with the currency visible. Update the figures as you confirm the sale’s details.
Record claims and review invoice-payment status so the team can follow up on unresolved issues after delivery.
CreamSoda is for exporters selling products to business buyers through offers, quotations and repeat orders. It brings buyer history, product offers and sales follow-up into one CRM.
Start with your buyers, companies, products and relevant offer or deal history. Next Best Actions uses recorded enquiries and replies for activity-based suggestions, and needs enough purchase history for reorder suggestions. Bring an export quotation to a demo and we’ll show how the workflow fits your team.
Yes. Record the currency on each offer and deal so your team can see the quoted terms and deal value in context.
Yes. Keep preparation, shipment and delivery stages with the deal. Set up tasks or buyer emails around stage changes, using the dates and details your team records.
CreamSoda manages buyer relationships, product offers, quotations and sales follow-up. Use it alongside your tools for customs, freight, stock and accounting.
