A large customer base is only an asset if somebody is looking after it.
Early accessCubeCRM for wholesale & distribution
CRM for wholesalers, distributors and trade suppliers - account management, call cycles, reorder patterns and trade pricing across a large customer base.
- Wholesale
- UK hosted, set up in person
- 01234 672 617
Distributors typically have hundreds or thousands of trade customers, a handful of external reps, an internal sales team on the phones, and an accounts package that knows what everybody bought but nothing about the conversations.
Customers quietly drift to a competitor, and nobody notices until their account has been dormant for months. CubeCRM gives every account an owner and a call cycle, shows buying patterns synced from the accounts package alongside every conversation, and flags customers whose ordering drops - so the sales team spends its time on accounts that matter and catches lapses early.
- Every
Account with an owner and a cycle
- Alerts
When a customer’s spend drops
- Applied
Trade pricing on every quote
What goes wrong
The problems that keep coming up
Not every business has all five. Almost every business we speak to has three.
Customers drifting away unseen
A regular customer orders less, then stops. The accounts package records it, but nobody is looking until it is too late.
Reps with personal customer lists
External reps keep their own notes and contacts. Head office cannot see what was discussed, and a leaving rep takes the relationships.
Internal sales without structure
Telesales call whoever they think of, while mid-sized accounts go months without contact.
Trade pricing held informally
Agreed prices and discounts for trade customers sit in emails and memory, so quotes are inconsistent.
New products never introduced
Customers buy the same few lines for years because nobody tells them about the rest of the range.
What we do about it
How CubeCRM is set up for wholesale
Configuration, not a separate edition. Everything here is in the same product - it is switched on and shaped during setup.
An owner for every account
Every customer assigned to a rep or internal salesperson, with territories and reassignment that keeps the history.
Call cycles
Contact frequency by account tier, with overdue accounts listed first in each person’s day.
Buying patterns and alerts
Invoiced sales synced from Xero, Sage or QuickBooks, with alerts when a customer’s spend drops against their normal pattern.
Trade pricing on the account
Customer price lists and discounts held on the record and applied to every quote.
Cross-sell segments
Lists of customers who buy one range but not another, for targeted calls and campaigns.
Reps on the road
Customer history, buying patterns and quoting on a phone, with visits logged as they happen.
In practice
Two situations from this sector
Typical situations, anonymised. These are the kinds of problem businesses describe before they change anything.
- Case 1
Lapsed customers found in time
Before
A plumbing and heating merchant lost several trade accounts a year without noticing until year-end. By then, most had settled with a competitor.
With CubeCRM
Spend alerts now flag accounts whose ordering falls below their usual pattern. Internal sales call them within the week, and many lapses are caught while they are still recoverable.
- Case 2
Telesales without a plan
Before
An internal sales team of five called from a mixture of personal lists and whoever phoned in. Some mid-sized accounts had not been called in over a year.
With CubeCRM
Call cycles by account tier now drive each person’s daily list. Every account is contacted at the right frequency, and cross-selling calls are planned from segments.
How it happens
What getting started involves
The same five stages whatever your sector. Discovery and training can be done at your office, because sitting with the team tells us more than any questionnaire.
- 1
Discovery
A short, structured session on how enquiries arrive, how you quote, and where customer information lives now - the inboxes, the spreadsheet, the old CRM and the notebook in the car. We come back with what works as standard and what needs configuring.
- 2
Setup
Pipeline stages, fields, quote templates, email connection, teams and permissions set up to match how you sell - not a demo account with your logo dropped on it.
- 3
Data import
Contacts, companies, open opportunities and quote history brought across from spreadsheets, inboxes or your previous CRM, with duplicates merged. You check it against what you had before anybody switches over.
- 4
Training & rollout
Short, role-based training so the sales team learns the pipeline and the office learns enquiries and cases - in person where it helps. Guides and screen recordings left behind for new starters.
- 5
Ongoing support
UK support from the people who built the platform, with a named contact, agreed response times, and a product roadmap you can influence.
Questions
What this sector asks first
If you need to take sales orders, allocate stock and manage a warehouse in the same system, yes - CubeERP does all of that and includes everything in CubeCRM. If your order processing already works and the problem is account management, CubeCRM on its own may be exactly right.
Yes. Invoiced sales can be synced from your accounts package and shown by customer, product group and period, and other systems can post sales data through the API.
Yes. Call lists come from call cycles and saved segments, and each call is logged with its outcome and next step in a few clicks.
Yes. Groups with multiple branches are one account with sites underneath, with shared pricing and reporting at either level.
Where to start
The parts that usually matter most here
Account Management Software
Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record.
Field Sales Software
Customer history, visit planning, notes and quoting on a phone - so the people who sell face to face work from the same record as the office.
Sales Management Software
Targets, activity, pipeline and results for every salesperson and team, from the same live data - so managing sales is coaching rather than chasing spreadsheets.
Customer Database Software
Replace the customer spreadsheet with a proper database - clean, shared, searchable and segmentable, with the full history of every customer attached.
Related
Sectors with similar problems
- Manufacturing & EngineeringCRM for manufacturers and engineering firms - technical enquiries, long sales cycles, samples and trials, distributors and key accounts.
- Technology & IT ResellersCRM for IT resellers, software companies, telecoms providers and technology suppliers - pipeline, renewals, recurring revenue and long B2B sales cycles.
- Facilities & Property ServicesCRM for cleaning, maintenance, security, grounds and facilities management companies - tenders, contracts, renewals and multi-site clients.
If your process really is unusual
Some requirements are specific to one business rather than one sector. Those get built against the same documented API everybody else uses - not bolted on to the side of a database nobody is allowed to look at.
Wholesale
Show us how you win work today
Bring one enquiry that went well, one that went nowhere, and whatever you use to track them now. That tells us more about whether this fits than any list of features.
