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Review products from earlier offers and deals before calling. Purchase Insights can also suggest another line based on what customers who buy the same products also purchase.
With a consistent purchase pattern, Next Best Actions can flag an overdue product while the customer keeps buying other items. Your rep can ask what changed and work on the next order.
Start with customers linked to related products, then check whether the new line fits their requirements. Choose the recipients and product details for your offer.
Send a product email to the buyers you select. Use their replies, questions and recorded email activity to plan the next conversation.
Review contacts, notes, product interests, prior deals and email activity in the customer record.
Assign an owner and add colleagues as followers, so the team knows who is handling the account and can find the background.
Track each recorded deal’s stage, value, owner and linked products, so reps can see which quotations need attention.
Create a task or send an email from Next Best Actions. Update the action’s status as the conversation progresses, so colleagues can see what still needs attention.
Set up tasks when a deal reaches a stage, with a colleague responsible for the next confirmation or customer question.
Set up customer emails around the deal stages your team maintains, using the order and delivery details you record.
See deal value, itemized costs and expected profit together. Update the costs as you confirm the details of the sale.
Keep claims and invoice-payment status with the deal, so the team can see which issues still need an answer.
CreamSoda is built for manufacturers selling a standard product range to business customers through account managers, offers and quotations. It brings repeat-order opportunities, customer history and sales follow-up into one CRM.
With enough purchase history, Next Best Actions can suggest when to discuss a reorder, flag a regular product that has stopped selling and identify cross-sell opportunities. Each suggestion explains why it matters. Your rep can check the customer history, then create a task or send an email.
Yes. Use product and customer history to choose a starting audience, then select the buyers and product details for each offer. Send the email and keep the response available for follow-up.
Bring a regular customer account or a product quotation and show us how you follow up today. We’ll walk through customer history, repeat-sales suggestions and the next offer with your team’s workflow in mind.
No. You can use CreamSoda for customer sales and follow-up whether or not you have an ERP. It works alongside the tools you use for production, stock and accounting.
