Selling to repeat B2B stockists and loyal retail customers is the lifeblood of a growing manufacturing business. WeCraft ERP provides a dedicated CRM & SAM (Sales Affinity Manager) module to turn your sales data into actionable retention strategies.
The CRM Analytics Dashboard
navigate to CRM & SAM in the left sidebar and click on the CRM Analytics & Trends tab.
This live dashboard continuously monitors your customer interactions. At the top, you will see your critical health metrics:
- Total Active Clients: Your registered directory accounts.
- Monthly Sales Velocity: Your total sales pipeline for the current month.
- Upcoming Invoice Due: The total pending collections across all drafted or sent invoices.
- Repeat Customer Rate: The percentage of your clients who return to buy again.
Wholesale Account Value Ranks
On the left side of the dashboard, WeCraft automatically ranks your top-spending B2B stockists and assigns them Loyalty Tiers based on their purchasing history.
This section also includes advanced Sales Affinity tracking, which analyzes which products are frequently purchased together, allowing you to optimize your product bundles.
Retention Recommendations
WeCraft doesn't just display data; it acts as an intelligent sales assistant. On the right side of the dashboard, you will receive automated Retention Recommendations.
For example, the system will identify segments of buyers with an average Order Lifetime Value (LTV) higher than your specified threshold, and recommend that you plan loyalty outreach templates or offer premium wholesale discounts to protect your merchant revenue.
Invoices and Client Directory
To take action on these insights, use the top navigation tabs:
- Clients Directory: Create new profiles, log custom interaction timelines, and view historical sales.
- Invoices: Quickly draft, send, and collect manual or wholesale invoices directly to the clients in your directory.