How to identify potential customers for a product offer

Omar finds the buyers for a new mackerel offer

A supplier sends Omar an Atlantic mackerel offer. CreamSoda shows contacts linked to earlier offers and purchases of that product, helping him choose who to approach. He can send the offer and keep the follow-up in one place.

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The offer is ready. Which buyers should see it?

Omar’s buyers want different sizes, packs and quantities. Sending every offer to everyone gives them more to sift through. He needs a shortlist of customers who might want this mackerel, while the supplier’s price and availability are current.

Fish displayed on ice at a seafood counter

From supplier offer to buyer conversation

1. Check the supplier’s terms

Omar compares the supplier offers recorded in CreamSoda, including products, quantities and prices. He checks the terms and confirms availability with the supplier before taking the mackerel offer to buyers.

2. Find buyers from product history

CreamSoda shows contacts linked to earlier offers and purchases of the product. Omar starts with that list, then checks each buyer’s requirements to decide who could want this specification and pack.

3. Send the offer to selected buyers

Omar chooses the contacts and sends an email offer with the product details, quantity and price. Buyers have the information they need to consider the offer and reply with questions or an order enquiry.

4. Keep the negotiation moving

Replies, notes and follow-up stay with the customer in CreamSoda. Omar can answer a specification question, discuss a counteroffer or set the next task. A colleague can pick up the conversation with the same background.

See who has bought or considered the product

The product record brings together contacts linked to past offers and purchases. Omar can see where to start, then use the customer’s conversation history to plan his approach. His colleague can work from the same information.

CreamSoda product record showing contacts interested in or having purchased the product

Use what you know about buyers to make the next sale

Product history gives Omar a starting point. Knowing the buyer helps him turn that list into a useful conversation about the mackerel on offer.

Match the specification to the buyer

A previous purchase is a reason to check in. Omar confirms the size, pack and quantity the buyer needs before making his proposal.

Present terms the buyer can evaluate

Omar checks the supplier’s terms, then gives the buyer clear product details, quantity and price. The customer can judge whether the offer works for them.

Give buyers a reason to open the conversation

Omar uses earlier discussions to explain why he is sending this offer. He chooses the recipients and product details to suit the customer.

Follow through on the reply

A buyer may ask a question, make a counteroffer or request another product. Shared conversation history and follow-up tasks help Omar and his colleague keep the negotiation moving.