Your sales team should know.
Who to call. When. Why.
We build your sales intelligence layer — RFM segmentation, reorder prediction, live dashboards, automated alerts. Your team stops guessing and starts closing.
Sales Dashboard
$47.2K
Revenue
312
Orders
$151
Avg Order
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The Problem
Most sales teams run on spreadsheets and instinct. They call accounts when they remember to, not when the data says it's time. High-value customers go quiet and nobody notices. Reorders are missed. Revenue walks out the door undiscovered.
Our Approach
We connect to your transaction data, build RFM segmentation across your entire customer base, and set up automated reorder alerts — so your team has a daily action list, not a guesswork exercise. Every account scored. Every opportunity surfaced.
The Process
Audit your sales data
We connect to your CRM and transaction platform (Peercore, HubSpot, Shopify), pull 12 months of account history, and map your full customer base. Purchase frequency, recency, and value calculated for every account.
Build the segmentation logic
RFM model designed for your business — Champions, Loyal, At Risk, Lost. Reorder trigger thresholds set based on your actual purchase cycle data, not industry averages.
Build the dashboard and alerts
Live sales dashboard built — revenue trends, account health scores, reorder alerts, pipeline gaps. Automated weekly digest for your sales team: who to call this week and why.
Train and hand over
Team trained on the dashboard. Alert logic documented. You own the system — we hand over everything so it runs without us. Optional: ongoing monthly data refreshes.
Example Output
Why It Works
The Old Way
Most CRM setups give you a place to log activity. They don't tell your team what to do next. You end up with a system that records the past but doesn't drive the future.
With Us
We build a system that surfaces action. Your team opens the dashboard and knows exactly who to call, what to sell them, and when the window closes. Intelligence that drives revenue, not just reports it.