Every rep sees the whole account.
Capveon puts orders, quotes, specs, projects and distributor activity for each account in one view, predicts which quotes will close and which accounts are slipping, and drafts the follow-up.
Intake towers, Hoover Dam, Nevada. CC0, Katie Montgomery.
The account lives in five systems. The rep sees the one they logged into.
Orders, quotes, specs and distributor reports each live somewhere else, and the CRM has what the rep remembered to type. Nobody sees that an account's orders are down thirty percent while a competitor just got specified on its biggest project.
How it runs
A person on your team approves before anything is written to a system you run.
- Connect
CRM, ERP, quoting, distributor reports, lead services and email, read-only first.
- Resolve
The same customer, engineer, distributor, project and product under different names in each system becomes one record.
- Assemble
One account view: orders, open quotes, specs, projects, contacts and history, with every figure sourced.
- Predict
Which quotes are likely to close, which accounts are slipping, where a spec position is at risk, from your own history.
- Act
Prioritised follow-ups routed to each rep with a drafted note. A person sends it and the CRM is updated.
What goes in
- CRM accounts and opportunities
- ERP orders and invoices
- Quotes, from wherever they live
- Distributor sell-through reports
What comes out
- One account view across systems
- Quote close probability and account risk
- Prioritised rep queue with drafted follow-ups
- CRM kept current, after approval
What it produces
Every field links to where it came from.
Account: county water utility
Assembled from five systems.
- Orders
- $2.1M trailing twelve months, down 31 percent
- Open quotes
- Four, $640k, one overdue for follow-up by 19 days
- Specs
- Named on two of four current projects, competitor on one
- Distributor
- Stocking order missed last quarter
- Prediction
- At risk. Similar pattern preceded churn at three accounts.
Routed to the territory rep and the regional manager with a drafted account plan.
Works with what you already run
- Salesforce
- HubSpot
- Dynamics 365
- Epicor
- NetSuite
- Outlook
Questions
- Our distributors send reports as spreadsheets. Can you use them?
- Yes. Spreadsheets, PDFs and emailed reports are read like any other source and reconciled to the same accounts and products.
- How good are the predictions?
- They are built from your own history and shown with the evidence behind them. Early on they are a ranked list your reps check; over time they are calibrated against what actually happened, and you can see the accuracy.
- Does this replace our CRM?
- No. Reps keep working in the CRM. Capveon fills it with what the other systems know, after a person approves.
Usually next
The first workflow takes an afternoon, not a quarter.
Tell us the systems you run and the process that wastes the most time. We connect to them read-only and build the first version with your team in an hour or two, without replacing anything.