Data & insights
Consumables and wallet share intelligence platform
A centralized intelligence engine connecting multi-channel sales and equipment records to surface consumable replenishment and account growth opportunities.
Designed for sales representatives and marketing teams at an industrial equipment business who need clear visibility into customer equipment ownership and consumable reorder patterns.
Unlike static reports and disconnected transactional databases, this module maps primary equipment purchases directly to their required consumable cycles, identifying replenishment windows and wallet-share gaps automatically.
The problem
Equipment, transaction, and campaign data were scattered across separate CRM, ERP, and e-commerce platforms, requiring manual cross-referencing of reports and spreadsheets. Sales and marketing teams could not easily identify which accounts owned specific equipment, when they were overdue for replacement parts, or whether outreach influenced reorders. This fragmentation led to missed sales opportunities, irrelevant marketing messaging, and uncaptured repeat revenue.
The solution
The initiative unified online and offline transaction data into a centralized intelligence layer that associates core equipment with compatible replacement parts. Automated rules evaluate customer purchase cadence to detect replenishment gaps and identify high-potential cross-sell targets at the contact level. Actionable reorder alerts and account insights were integrated directly into the company's internal customer intelligence workspace.
The goal
Provide automated, SKU-level consumable replenishment insights and account wallet-share recommendations to drive proactive sales outreach.
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