Solutions by Industry

B2B and Distribution: Sell More to Each Account Using Order Data

Data4Sales is the Customer Data Platform for B2B and distribution: it brings together orders, accounts, salespeople, and wholesale and retail channels into a single profile for each business. You’ll know when each account needs to restock, which products they’re ordering more of and which ones they’ve stopped ordering, and you can use that information to drive your sales force and campaigns.

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Customer Data · B2BToday's Data

B2B PortalERPSalespeoplee-commerceCampaignsWhatsApp

Centro Hardware StoreKey Account · Monthly Replenishment

Average order$2,400

Replenishment CycleEvery 28 days

SalespersonCarlos R.

Orbis CopilotFerreteríaCentro hasn't placed an order in 35 days and has stopped purchasing the paint line.

Accounts Outside Their CycleOrbis Audiences · updated daily

184

Hello, it's time for Ferretería Centro to restock. We've prepared your usual order for confirmation, including the new line of paints.

EmailWhatsAppNotify the seller

Combined Data6 sources, 1 accountPortal, ERP, salespeople, and campaigns

Account ProfileCentro Hardware StoreKey Account · Monthly Replenishment

Orbis CopilotOff-cycle account35 days without ordering

Orbis Audiences184 accountsOutside its replenishment cycle

ActivationSuggested OrderEmail, WhatsApp, and Sales Representative

Challenges in B2B and Distribution

What Holds Back Growth in B2B

Challenge 1

Invisible Replenishment Cycles

Each account replenishes at its own pace, but no one notices in time when one has stopped ordering or is ordering less.

With Data4Sales: account-specific alerts based on each account's actual replenishment cycle.

Challenge 2

The relationship lies with the salesperson

Each salesperson keeps track of each customer's history in their head or in a spreadsheet, and that information is lost when the sales portfolio changes.

With Data4Sales: one profile per account that the entire team shares.

Challenge 3

Wholesale and retail separately

Sales to retailers and to end consumers operate on separate systems, and no one sees the full picture.

With Data4Sales: both channels brought together on a single platform.

Use Cases

What B2B Brands Do with Data4Sales

Timely Replenishment

The suggested order, delivered right when each account needs it.

New Releases and Catalogs

Each new product line is targeted at the customers who are most likely to buy it.

Reactivate Accounts

Win back businesses that have stopped placing orders.

From Prospect to Customer

Convert portal registrations into your first order.

Growing Accounts

Identify early on who needs more attention.

Tracking by Salesperson

Each salesperson has their own prioritized portfolio.

Success stories

Brands Across Latin America That Are Already Boosting Sales With Their Data

View all cases

Technology · UruguaySTIENDA+134% repeat purchases in MayHow STIENDA (Samsung Uruguay) Turned Automation into RevenueView case study

Fashion · Argentina47 Street1.9x omnichannel customer value100 stores in a single conversationView case study

Coffee · ChileMarley Coffee15.9% conversion rateHow Brand Recognition Led to ProfitabilityView case study

Fashion · UruguayFORUS+46% in revenueGreater customer retention with WhatsApp as the leading channelView case study

Supermarkets · UruguayTaTa+10% increase in reactivated customersHow TaTa Reactivated and Built Loyalty Among Inactive Customers Using WhatsAppView case study

Retail · MexicoNational Monte de Piedad1:1 WhatsApp campaignsPredictive segmentation for sales eventsView case study

Beauty · ChileSally Beauty+46% in revenue during CYBERIts inactive customer base translated into a 46% increase in revenueView case study

Fashion · ChileGiani Dafirenze+17% conversion rateTheir anniversary, turned into a sales powerhouseView case study

Pets · ChilePawal50% increase in salesReactivation, repeat purchases, and new customer acquisition with WhatsAppView case study

Beauty · UruguayThe Chemist Look+52% open rateCustomer segmentation as your best routineView case study

Fashion · ColombiaUndergold70% off Meta AdsUp to 70% lower cost on Meta Ads without losing impactView case study

The platform

Data, Marketing, and Support Brought Together by Orbis

DataCustomer Data PlatformAll your customers in a 360° profile

DataOrbis CopilotAsk your data and make decisions in seconds

MarketingOrbis AudiencesPrecise Audiences in Seconds

MarketingOrbis CreativeA message for every customer

MarketingWorkflowsAutomated workflows for every stage

SupportOrbis SupportAI-Powered Support with Full Context

Frequently Asked Questions

Data4Sales for B2B and Distribution

Questions B2B and distribution teams often ask us before getting started.

Is Data4Sales suitable for B2B companies?

Yes. Data4Sales works with B2B brands and distributors that sell to retailers. It consolidates orders from the B2B portal, the ERP system, and sales representatives into a single account profile, calculates the account’s replenishment cycle, and triggers sales campaigns and alerts.

Can I use it if I sell to businesses and end consumers?

Yes. Data4Sales connects the wholesale and retail channels and allows you to tailor your message to each one, while measuring results by channel.

How does it help my sales team?

Each sales representative can view the accounts in their portfolio that are past their cycle, those that are growing, and cross-selling opportunities, along with each account's complete history.

What is the replacement cycle?

This is the typical time between orders for each account. Data4Sales calculates this based on actual orders and alerts you when an account takes longer than usual.

What does Data4Sales' AI do in B2B?

Orbis Copilot analyzes accounts, regions, and salespeople; Orbis Audiences creates account groups in seconds; and Orbis Creative crafts messages for each one.