From first visit to first delivery.
Pipeline Desk is the sales portal for food-service wholesalers. Reps, depots and head office work from the same customer record.
Used by wholesale sales teams to win new accounts, check every new customer with the depot that will deliver to them, and follow weekly sales once they start ordering.
New accountThe Corner Café, Ashford
- Prospect added by the repMon
- Fact find – products and delivery daysTue
- Depot confirms it can deliverWed
- Offer of service sentThu
- Account opened, first orderMon
What the portal does
Prospects to new accounts
Reps log visits, notes and follow-ups, price each customer against the current sheet and send a clear offer of service.
Depots in the loop
Every new customer is checked with the depot before it is promised. Depots answer in the portal, and replies are timed.
Sales after the first order
Weekly sales uploads show each rep's trend against target, customers who have stopped ordering and why.
Emails from Pipeline Desk
Pipeline Desk sends short alert emails to staff who have an account in a customer's portal, so they know when something needs their attention.
- Only staff with a portal account receive emails. There is no public sign-up and no bought or imported lists.
- Alerts are about work in the portal: a new message, a reply, a depot answer, or a request approved.
- We never send marketing or newsletters from this address.
- Each person can switch the alerts off on their profile page, and leavers' accounts are disabled so they stop receiving them.