Mike Gracyzk
Pricing Manager
Arlington Industries
Your customers typically follow predictable ordering patterns. But without spending hours analyzing each customer’s purchasing history, your sales reps won’t know when to expect reorders so they can address any supply chain challenges or to reach out with special offers. Imagine seeing notifications to reach out to those customers at just the right time, giving you quick wins that move you closer to reaching your sales targets.
A customer who purchases HVAC equipment likely also needs accessories like ductwork materials and filters, but with thousands of products available, recommending the right ones can be challenging for distribution sales teams. White Cup CRM + BI includes AI-powered product recommendations based on each customer’s purchasing history.
Your customers are browsing products on your website and adding them to their online carts but not completing their orders. Your sales team likely doesn’t see that activity if your CRM doesn’t integrate with your eCommerce platform. What if your team could catch those missed opportunities?
Many distributors admit they lose opportunities simply because they lose track of following up on quotes. Using a CRM that integrates with your ERP helps your team quote efficiently, follow up effortlessly, and maintain a record of all your sales activity.
According to Net Promoter Score survey company CustomerGauge, the average churn rate for B2B wholesale distributors was 56% in 2024 — higher than any other industry the company studied.
Your sales team can use notifications and workflows in your CRM to identify at-risk customers and re-engage them.
Distribution customers often have many physical locations under the same account. Without a complete view of activity across locations, sales reps miss opportunities to address larger, company-wide needs. White Cup CRM gives your team the visibility they need to uncover those opportunities and build more strategic relationships.
Your sales rep is visiting several customers in their territory this week, but they may not realize a big new prospect is only 15 minutes away from their last stop. Help them maximize their time on the road with the White Cup mobile app.
You stock a wide variety of hoses, fittings, and pumps, but by the time you realize a certain product line isn’t selling well, it’s been sitting on your shelves for months, tying up valuable space and capital. Instead of resorting to steep discounts, leverage AI to analyze your sales data, identify slow-moving inventory, and target customers most likely to purchase it.
White Cup’s Buying Cycle Insights use AI to analyze each customer’s buying patterns and notify your sales team to reach out when someone’s anticipated order date is approaching or they’ve missed their ordering window. This feature analyzes purchasing data from your ERP and displays notifications directly within White Cup CRM.
White Cup CRM + BI integrates with popular eCommerce platforms including Shopify, Magento, BigCommerce and WooCommerce to make your customers’ online activity visible and actionable to your sales team. They can reach out to customers to ask if they have questions about a product they’re considering or email them to recommend related products based on their online purchase history.
With White Cup CRM, your sales team can easily create quotes with up-to-date product information from your ERP. They can create automated email workflows to follow up with customers who haven’t responded after a certain period of time. When a quote closes, all the details are stored in both your CRM and ERP, eliminating manual data entry and giving all teams a full history of sales activity.
One simple notification you can set up in White Cup CRM is to alert your sales reps when an account hasn’t been active in a set period of time, such as 30 days. As they receive these notifications, they can proactively reach out to check in with these customers. They can also set up automated email workflows sharing information about new products or products related to something they’ve already purchased.
By setting up workflows in White Cup CRM, your sales team can be notified when orders exceed a certain value—often a signal of broader inventory needs or high-priority clients. Reps can then schedule follow-ups to discuss how to optimize inventory management across all locations. These opportunities can also be added to a shared pipeline for full team visibility, ensuring high-value deals are nurtured and closed efficiently.
White Cup BI transforms product and purchasing data from your ERP into clear dashboards that make it easy to see product trends. Built-in AI eliminates the need to spend hours analyzing data to find your slow-moving stock, giving you immediate recommendations. You can then create a targeted list of customers who’ve purchased similar items and send them a personalized email directly from White Cup CRM.