Enterprise DNA

Sales and new business · Live demo

Distributor and wholesaler enquiry line

Handles calls and chats from wholesalers and distributors who want to stock the range, explains how the company works with distributors and books the channel sales manager.

VoiceWeb chatEmail Lead captureBookingYour knowledgeSummariesHuman handoff
Live demo

Talk to Isla at Tussockvale Foods

Tussockvale Foods is made up. Isla is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.

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The problem

Distributor enquiries land with whoever picks up the phone. Key details like region, outlet numbers and chilled capability get missed, so the channel manager starts the first call from scratch.

How it works

  1. Answers distributor and wholesaler calls, chats and emails
  2. Asks about region, channels served, outlet numbers, chilled capability and expected volume
  3. Checks the region against current distributor coverage
  4. Explains trade terms, minimum orders and which ranges fit their operation
  5. Books a call with the channel sales manager, or the export manager for overseas enquiries
  6. Writes a short summary into the CRM so the call starts where the enquiry left off

What it connects to

  • CRM
  • Calendar
  • Email
  • Phone
  • Website chat
Sample conversation
  1. GlennHi, I run Kauriglen Distribution. We deliver to about 140 dairies, cafés and service stations in Northland, and we'd like to carry your crackers and drinks.
  2. AgentGreat to hear from you, Glenn. Northland is one of the regions where we don't have a route trade distributor yet. Do you run chilled trucks, or ambient only?
  3. GlennAmbient only, three vans. What are your terms?
  4. AgentFor ambient lines it's our trade price list, a one mixed pallet opening order, and payment on the 20th of the month following once credit is approved. The chilled dips would sit outside this. Any pricing beyond the list is set by Daniel Fonoti, our channel sales manager.
  5. GlennCan I talk to him this week?
  6. AgentHe has Wednesday at 2pm or Thursday at 9am for a 30-minute video call. Which suits? I'll send him your region and outlet count so he comes prepared.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.
  • Your knowledge. Answers from your documents, website and videos, and stays current when they change.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.

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