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White Cup CRM + business intelligence software For Distributors

Clarity in Every Decision, Profit in Every Move.

Transform raw customer, transactional, and product data from your ERP systems into actionable insights. Our business intelligence tools include more than 40 pre-built dashboards, scorecards, and over 1,100 ready-made reports for distributors.

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Accelerate Growth With Business 
Intelligence Software for Distributors

Win more deals, increase order value, and identify your best new opportunities with full visibility into your customers, products and vendors. White Cup BI brings clarity to your entire organization, from sales and marketing to customer support and operations. They’ll have instant access to dashboards and reports, without having to request ad-hoc reports from IT or a data analyst.

Sell Smarter With Comprehensive Customer Scorecards

Personalize your sales strategy with easy access to customer data across channels, including eCommerce. With White Cup BI customer scorecards, you can:

  • Quickly identify upsell opportunities and personalize your sales strategy with customer scorecards showing purchasing patterns and order history
  • Use AI to recommend the right products to the right customers at the right time, boosting sales efficiency and effectiveness
  • Reduce the time your team spends digging through data and focus on selling
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Elevate Your Sales Team’s Performance With 
Real-Time Coaching

Use business intelligence to drive more meaningful conversations with your sales team and accelerate sales growth. Use dashboards and sales rep scorecards to:

  • See a 360-degree view of your customers, sales trends and performance by each rep
  • Identify strengths and areas for improvement
  • Motivate your team by giving everyone full visibility into key sales performance metrics
White Cup CRM dashboard showing sales performance, customer data, and inventory metrics for distributor growth

Empower Executive Leadership With Key Insights

Develop a culture of data-driven decision making and collaboration by giving all employees access to White Cup BI for one flat fee. Use executive insights to:

  • Optimize planning by seeing year-to-date sales compared to goals
  • Set organizational priorities by seeing which customers and products are most profitable
  • Evaluate inventory and vendor performance metrics

Seamlessly Integrate With White Cup CRM

Improve sales effectiveness and increase conversion by 2X with industry-specific customer relationship management backed by the power of data.

  • Leverage the power of White Cup BI + CRM as a central hub that details the customer and product information you need.
  • Make smarter decisions with easy access to your data and the ability to quickly drill down as needed.
  • Improve collaboration across your entire business with a unified platform that drives your distribution business forward.
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Distributors Trust White Cup Business Intelligence Software

Close deals 75% faster with empowered sales reps, using our CRM and BI products.
“Knowledge is power and it is much easier to make solid business decisions when you have timely accurate information at your fingertips.”
Mike Gracyzk headshot

Mike Gracyzk

Pricing Manager

Arlington Industries

Mar-Hy Distributors Can Identify Trends Sooner With Business Intelligence Software

As a one-stop shop for commercial HVAC equipment, Mar-Hy Distributors relied primarily on Epicor P21 to run the business. However, the team couldn’t easily filter complex data from their ERP into reports to meet specific needs — such as reporting certain KPIs to its manufacturers or contractors.

Since implementing White Cup’s business intelligence software, the company has a much clearer picture of their business performance. Instead of spending hours building reports, they use White Cup dashboards to get business insights on trends and areas for growth. They’re also using data analytics to:

  • Report on key performance indicators, including total sales, top customers and top products
  • Improve sales performance and marketing ROI
  • Have more productive conversations with customers based on purchasing pattern
Read the Case Study
Maximize Every Move with AI

Put your data to work with AI built for distributors

White Cup BI goes beyond dashboards — it uses purpose-built AI to uncover your best revenue opportunities. Get instant Next Best Actions, spot hidden inventory trends with StockSense, surface high-margin product pairings with Top Related Products, and make field sales smarter with AI Field Notes.

Find Your Next Best Action

Built-in Business Intelligence ERP integration

White Cup’s distribution software solutions integrate with the leading distribution ERPs, to create a seamless onboarding experience. We can integrate with any ERP or data source to give your sales team the BI ERP analytics they need to win more deals in real-time.

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Business Intelligence Resources

Discover how your distribution company can achieve faster growth with better business intelligence tools.

FEATURED GUIDE

7 Key BI Metrics Distributors Should Be Tracking

Companies that invest in business intelligence are three times more likely to experience strong revenue growth, according to the International Data Corporation. In this resource, you’ll discover what business data you should measure and how to use BI tools to see your performance clearly.

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How Accurate Is Your Sales Reporting?

If you’re relying on raw data from your ERP for sales reports, you’re likely missing essential details. See how business intelligence tools allow you to analyze data and uncover deeper insights.

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Essential Customer KPIs That Drive Sales

By tracking the right key performance indicators, distribution companies can gain a data-driven understanding of their customer base, uncover their best opportunities, and drive sales growth.

Business Intelligence FAQs

  • How do BI tools help us with data-driven decision-making?

  • How can we find the best business intelligence software for our team?

  • How does White Cup BI improve data management?

  • How can White Cup BI improve our business processes?

  • Can we use White Cup BI for predictive analytics?

  • Is White Cup BI good for non-technical users?

  • Does White Cup BI integrate with eCommerce platforms?

Live Open Demo + Q&A

Join our Live Open Demo on the last Thursday of every month.
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