Distribution & Wholesale
Give sales, customer service, and operations a connected view of accounts and orders. Salt builds custom applications, data tools, and automation around your existing distribution systems and the decisions your team makes every day.
Relevant delivered work
Salt built a sales intelligence platform for a US promotional products distributor serving hospitality and casino accounts. It brings account health, order history, product trends, and geographic sales views into one workspace.
Review the project scope and deliverySolutions for your industry
Combine an industry-specific application with the software, data, or automation capabilities it needs. Each solution can be adapted to your users and systems.
Review buying trends, territory performance, and accounts that may need attention.
Explore the solutionGive customers an approved view of orders, account documents, and open requests.
Explore the solutionTurn emailed purchase orders into reviewed draft order records.
Explore the solutionHelp sales and support find approved product information and procedures.
Explore the solutionExample applications
These are illustrative project scopes, not a complete list of what we build or claims that every example has been delivered. Bring us your own workflow—even if it is not listed.
Combine customer ownership and order history, apply agreed buying-signal rules, and show the context behind a change.
An account review list that helps representatives plan informed outreach.
Plan for: A change in buying patterns is a prompt to investigate, not proof of future churn.
Extract customer and line-item details from a purchase order, map item references, and flag unmatched values.
A draft order ready for an authorized reviewer and a scoped ERP handoff.
Plan for: Resolve customer-specific SKUs, units, prices, and duplicates before automating the handoff.
A customer signs in, checks the records they are allowed to see, and submits a question linked to the relevant order.
Order context and a traceable service request in the same workspace.
Plan for: Agree the source of truth and the refresh interval for order and shipment status.
Bring together account locations, assigned representatives, and agreed sales metrics to explore territory and product trends.
A drill-down view for sales reviews and account planning.
Plan for: Define returns, revenue, territory changes, and historical account ownership consistently.
Make the scope practical
Bring the people who own the workflow, the data, and the receiving systems into the first scoping conversation.
Review APIs or exports, product and customer identifiers, custom fields, and licensing constraints. Assign a source of truth for orders, pricing, inventory, and ownership.
Reconcile customer duplicates, credit notes, returns, and product units. Choose refresh schedules based on the decisions being supported and make stale data visible.
Scope who can see account pricing, margins, territories, and documents. Define approval rules for order edits and avoid exposing internal commercial information in customer-facing views.
Start with one sales team or one order-entry workflow. Use a reconciled dataset, a small set of agreed metrics, and a single receiving system to validate the first release.
Track data reconciliation issues, order-entry exceptions, account follow-up completion, and repeat status enquiries. Measure sales impact separately with an agreed baseline and attribution approach.
Engineering behind the solution
A defined project or managed team can take an agreed workstream forward. Dedicated engineers fit when your team already leads delivery.
Web apps, mobile apps, and business software built around the way you work.
Connected data, dependable reporting, and dashboards your team can actually use.
AI assistants and automated workflows that solve specific business problems.
Modernize applications, improve cloud delivery, and integrate DevOps and DevSecOps.
Agree your US time-zone overlap, decision owners, review cadence, repository access, and acceptance criteria before delivery begins. Define ownership, handover, and post-launch support in the proposal and agreement.
Compare engagement optionsBefore you choose a partner
Not necessarily. A custom application can sit alongside your ERP to support a specific account, reporting, or customer workflow. Review the existing platform’s capabilities first; build only where it leaves a meaningful gap.
We can scope extraction, validation, reviewer approval, and a receiving-system handoff. Representative purchase orders are needed to evaluate format variation, item-code matching, and exception rates before agreeing the level of automation.
Our published sales intelligence case study describes a US promotional products distributor’s account health, order history, territory exploration, product analytics, and reorder planning workflow. It explains the delivered system without claiming unverified revenue results.
A BI tool may be sufficient for standard reporting. Custom development is more relevant when users need account-specific actions, unusual permissions, geographic exploration, or integration into an operational workflow. We assess the tools you already have before defining scope.
We assess the first-release scope, existing systems, data readiness, access requirements, review responsibilities, and testing needs. Those dependencies inform the proposed milestones, team, and estimate. A bounded pilot can resolve uncertainty before a wider rollout.
Relevant project experience
Read the project scope to understand which parts apply to your requirements.
Your industry. Your workflow.
Tell us where sales, account, or order information is difficult to use, which ERP or other systems you rely on, and who needs a better view.
