For clients selling consumables, we've built logic into Sage CRM to flag customers who are overdue based on their usual buying cycle.
The system tracks average order frequency, compares it to current order history, and triggers visual warnings. We also provide dashboards to show all customer statuses at a glance and can even trigger email alerts to account managers.
Watch the 2-minute video below:
If you're looking to help reps manage accounts more proactively, this might help. Happy to answer any questions.
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Dan Cousins (416) 233-9049
My CRM Manager
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