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Compare CRMsExplore the differences
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Review earlier product offers and deals before proposing something new.
Check what the customer bought before discussing their next order.
See past emails and notes so you can pick up where the team left off.
See who showed interest in the products you want to offer.
See contacts linked to successful sales of products in the offer.
Choose the relevant lines for each buyer list. A contact can match any product in the offer.
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Start with contacts who showed interest or bought the product before.
Ask about the product, quantity and timing the buyer needs.
Use the buyer's reply to choose the products and prices to offer.
See earlier conversations and offers before contacting the customer.
See the account owner and who is responsible for the next task.
Choose who can access customer and commercial records.
See likely reorder dates and products missing from a customer's usual purchases.
See accounts where recorded spending has fallen so you can ask what changed.
Review cross-sell suggestions based on products customers buy together.
CreamSoda brings customer conversations, offers and sales history together. Your team can prepare for calls, find buyers for products and use Purchase Insights and Next Best Actions to pursue repeat sales.
Open a product to see interested contacts and contacts linked to successful sales. An offer's contact list can match any included product. Choose the buyers and product lines that fit before sending.
Yes. Purchase Insights and Next Best Actions use recorded sales to highlight reorder patterns, falling spend, products customers have stopped buying and cross-sell opportunities. Suggestions depend on enough relevant sales history. Keep customer and product records accurate as you record sales.
Wholesalers, importers, distributors and product traders selling physical products to business customers. It helps account managers prepare for calls, sell relevant products and grow repeat orders. Use CreamSoda alongside your warehouse and accounting systems.
