Margin Defense + Sales Intelligence

Sell smarter
with every interaction.

Arm your sales team with TCO analysis, margin defense talking points, and cross-sell recommendations — all powered by your customer data and AI.

AI
TCO Analysis
Acme Industrial
AI Generated
Unit Price Comparison
Your Price$2.85/kg
Competitor$2.65/kg
Total Cost Factors
Annual Switching Costs
Warehousing changes, requalification, admin
$18,000
Operational Savings
Storage, sampling, labeling services included
$45,000/yr
Net TCO Advantage
You save the customer more overall
$47,000/year

Total Cost of Ownership
Analysis.

Stop losing deals on unit price alone. Our platform automatically calculates hard dollar savings for your customers, showing them the full value beyond just product price.

Factor in services, operational savings, reduced procurement costs, switching penalties, and bundled value — all presented in a clear, shareable format your reps can use in every conversation.

  • Auto-generate TCO reports from customer and product data
  • Quantify hidden switching costs competitors ignore
  • Show net savings that justify your premium pricing
Recommended Services
Based on customer profile
Hazardous Storage
$12/pallet/month
Recommended
Custom Sampling
$8/sample
High Match
Labeling Services
$0.50/label
Recommended
VMI (Vendor Managed Inventory)
Custom pricing
High Match
Estimated additional revenue: $32,400/year

Service Upsell
Recommendations.

AI identifies upsell opportunities based on each customer's product mix, purchasing patterns, and what similar customers are already buying.

Your reps see a prioritized list of add-on services with estimated revenue potential — making it easy to grow wallet share without the guesswork.

  • Match services to customer product mix automatically
  • Learn from similar customer purchasing patterns
  • Prioritize by revenue potential and close probability
Talking Points
AI Generated
Highlight 3-year price stability vs competitor's annual increases
Customer saves $45K/yr in operational costs with bundled services
99.7% on-time delivery rate vs industry average of 94%
No minimum order changes — competitor requires 5MT minimum
Margin Protected4 points ready
Ready to Use

Competitive
Margin Defense.

When a competitor undercuts you on price, your reps need ammunition — not just instinct. Our platform generates data-backed talking points that help sales teams defend margins with confidence.

Each talking point is tailored to the specific customer, factoring in their history, the services they use, and the true cost of switching — so your reps can steer the conversation from price to value.

Customer Intelligence
& Cross-sell.

AI builds rich customer intelligence from historical orders, similar company purchasing patterns, and market data to surface cross-sell opportunities your reps would otherwise miss.

Every customer profile shows what similar companies buy, where expansion potential exists, and what products are trending in their segment — turning every call into an informed conversation.

  • Build 360-degree customer profiles automatically
  • Identify cross-sell gaps from similar company patterns
  • Quantify expansion opportunities in dollar terms
AI
Acme Industrial
Manufacturing • Midwest Region
12
Products
3yr
Active
$420K
Annual
Similar customers also buy
Industrial Solvent C
92% match
Specialty Coating Additive
87% match
Process Catalyst D
81% match
Expansion Opportunity
Based on similar customer patterns
+$85K

Proactive Alerts.

Agents proactively surface opportunities and risks before your reps even think to look. Never miss a re-order cycle, margin improvement, or service expansion opportunity again.

Re-order Alert

Acme Industrial hasn't ordered Solvent B in 45 days — their average re-order cycle is 60 days.

75%
Margin Opportunity

Cost decrease on Product X — opportunity to improve margin by 3.2% without changing customer price.

+3.2%
Service Trend

3 similar customers recently added cold storage services — potential upsell for this account.

3 matches

Turn every conversation
into a winning deal.

Equip your sales team with the intelligence they need to defend margins, grow accounts, and close faster.