02 — The trap
Spreadsheet commerce
You run a complex distribution business, but the sales process is stuck decades back. Your team fields a constant flood of emails, calls, and faxes from dealers ordering off outdated price lists.
Bolt-on B2B apps
You pay an app tax for a clunky portal that cannot hold your real pricing logic or credit terms.
Your ERP as a storefront
It is a database, not a sales tool, so every order routes back through manual entry.
Margin lost to admin
Repetitive order entry and corrections burn the margin the orders were supposed to earn.
Losing easy-to-buy-from deals
Dealers go to competitors who are simply easier to order from.
04 — The agents at work
How the agents take B2B off your team plate
Three of the eight agents handle the pricing, ordering, and dealer analysis that usually bottleneck a distributor. Each one proposes, you approve, it executes.
Thousands of customer-specific price lists
The Pricing agent manages customer-specific lists, contract pricing, and volume tiers natively, so each dealer sees only their correct price when they log in, without spreadsheets.
Most orders still arrive as email, phone, and CSV
The Fulfillment agent gives dealers a self-service portal and, for those who still send POs, reads an emailed purchase order or bulk CSV and turns it into a sales order for your approval.
You cannot see which dealers are worth the effort
The Growth agent analyzes your dealer network by profitability and cost to serve, and proposes where to extend credit, adjust a tier, or move an account to self-service.
05 — What you get
What you get as a distributor or wholesaler
Accounts and pricing
- Customer-specific pricing and catalogs
- Unlimited price lists and volume tiers
- Contract pricing, fixed or percentage
- Customer-group discounts
Ordering and quoting
- Private, branded dealer portals
- Bulk and quick-SKU order forms
- Automated PO and CSV order intake
- Request a quote and quote-to-order
- Minimum order quantities and approval workflows
Payments and terms
- Net 30/60/90 payment terms
- Credit limit management
- Pay by invoice and purchase orders
- Store credit and prepayments
Sales and operations
- Sales rep masquerade, order on behalf of a dealer
- Sales rep and territory management
- Unified inventory and order routing
- Native ERP integration
06 — Questions