# Wholesale & Distribution > CRM for wholesalers, distributors and trade suppliers - account management, call cycles, reorder patterns and trade pricing across a large customer base. **URL:** https://cubecrm.co.uk/industries/wholesale-distribution A large customer base is only an asset if somebody is looking after it. 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. ## Figures - **Every** Account with an owner and a cycle - **Alerts** When a customer’s spend drops - **Applied** Trade pricing on every quote ## Common problems in this sector - **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 CubeCRM does about it - **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. ## Use cases ### Lapsed customers found in time **Scenario:** A plumbing and heating merchant lost several trade accounts a year without noticing until year-end. By then, most had settled with a competitor. **Outcome:** 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. ### Telesales without a plan **Scenario:** 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. **Outcome:** 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. ## Getting started 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. ## Frequently asked questions **Do we need CubeERP for stock and orders?** 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. **Can we see what each customer buys?** 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. **Can internal sales work through a call list?** 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. **Does it support trade customers with multiple branches?** Yes. Groups with multiple branches are one account with sites underneath, with shared pricing and reporting at either level. ## Relevant solution pages - **Account Management Software** - Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record. https://cubecrm.co.uk/software/account-management-software - **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. https://cubecrm.co.uk/software/field-sales-software - **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. https://cubecrm.co.uk/software/sales-management-software - **Customer Database Software** - Replace the customer spreadsheet with a proper database - clean, shared, searchable and segmentable, with the full history of every customer attached. https://cubecrm.co.uk/software/customer-database-software ## Related industries - **Manufacturing & Engineering** - CRM for manufacturers and engineering firms - technical enquiries, long sales cycles, samples and trials, distributors and key accounts. https://cubecrm.co.uk/industries/manufacturing-engineering - **Technology & IT Resellers** - CRM for IT resellers, software companies, telecoms providers and technology suppliers - pipeline, renewals, recurring revenue and long B2B sales cycles. https://cubecrm.co.uk/industries/technology-it - **Facilities & Property Services** - CRM for cleaning, maintenance, security, grounds and facilities management companies - tenders, contracts, renewals and multi-site clients. https://cubecrm.co.uk/industries/facilities-services ## Contact - **Product:** CubeCRM - **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972) - **Email:** hello@cubecrm.co.uk - **Sales:** sales@cubecrm.co.uk - **Support:** support@cubecrm.co.uk - **Telephone:** 01234 672 617 (+441234672617) - **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP - **Opening hours:** Monday to Friday, 9am to 5.30pm - **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)