All work
Dormant customers and open quotes report from Priority
Finds customers who stopped ordering, flags who still holds an open quote, estimates the money potential and produces a call list for sales.
Glass and blinds manufacturing plant
- Before
- Customers who stopped ordering drop off the radar.
- After
- A focused call list, with an estimated potential for each customer.
The problem
Regular reports make it hard to see who stopped ordering, and open quotes get forgotten. It is not clear who to call first.
What I built
A report that pulls order and quote history from Priority, finds customers who stopped ordering, flags which of them still hold an open quote, estimates the money potential and produces a focused call list for the sales team.
How it works
- Order and quote data pulled from Priority ERP.
- Customers who bought in the past and stopped ordering are identified.
- They are matched against open quotes, and each customer's potential is estimated.
- A focused call list, so sales starts with the customers most worth calling back.
Want something similar in your business?
Tell me what takes up your time, and we will look at what a computer can take over.