RouteMizer bMobile Sales

Built specifically for distribution companies

A CRM that plans the work, not just records it

Most CRMs store notes. bMobile CRM helps you decide what to do next. It looks at orders, routes, customers, and inventory together. Your team gets a clear daily plan, not a blank screen.

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Why CRM is often underestimated in distribution

No business runs without CRM. The problem isn’t “do we need CRM?”

It’s when CRM sits apart from orders and inventory.

Most distributors assume routes don’t change: same customers, same order, same path.
So why bother with a route optimizer?

bMobile CRM joins them, so the CRM plans the work, not just records it.

The result is simple:

Better coverage
Better coverage
Faster quotes
Faster quotes
Less price leakage
Less price leakage
Higher retention
Higher retention

The real problem we see in the field

  • Owners feel revenue slipping and cannot see why
  • Sales reps drive the same routes and miss quiet churn.
  • No one knows who is buying big this week and who has slowed down.
  • Quotes are slow. Prices are guessed. Follow-ups are late

Field Sales Plan: a smarter route for each rep

Goal: more revenue per mile and fewer missed accounts.

How it builds the plan

Find slipping accounts
Find slipping accounts

Spots customers with a steady drop in order frequency. Flags who is overdue and by how many days. Adds them to today’s route with a clear reason to visit.

Protect big buyers
Protect big buyers

Shows which customers are making the largest orders this week or month. Prompts a check-in, cross-sell, or a simple “thank you” visit.

New customer prospects
New customer pickup

Maps prospects along the route. Pulls in leads by zip, segment, or store type. Adds the best fits to the day’s path.

Route optimization
Route optimization

Optimizes by distance and time windows to reduce drive time while keeping commitments.

Prevent stockouts
Prevent stockouts

Flags items at risk before the visit and suggests quick adds to keep shelves full.

Clear visibility for the rep

Customer Insights
Customer Insights

Who is up. Who is down. Quick view of top buyers and low‑order customers.

Smart Suggestions
Smart Suggestions

What to bring. Suggested items based on recent orders, season, and promos.

Order Patterns
Order Patterns

When they last ordered. Days since last purchase and average gap between orders.

Conversation Starters
Conversation Starters

What to say. Simple talking points and offer scripts.

Complete CRM ecosystem

Proactive visit scheduler

Set rules and let the system build visits for you:

  • No order in 21 days on a weekly buyer.
  • Two short orders in a row on a high‑potential store.
  • New product launch in the category they sell.
  • Quote sent but not accepted in 7 days.
Smart Campaigns

Let rules trigger targeted outreach:

  • Build lists by route, segment, or behavior.
  • Send intro, price change, or promo emails.
  • Auto‑create tasks to call or check shelf space.
  • Track replies, quotes, and orders per campaign.
Customer Analytics

Insights that drive the next best action:

  • Finds accounts with a recent drop or stop in orders.
  • Highlights risky items from notes and stockouts.
  • Suggests quick talking points for every visit.
  • Measures recovery and shows what worked.
Territory Planner

Balance workloads and maximize coverage:

  • Auto‑cluster by distance and stop density.
  • Optimize routes for time windows.
  • Prioritize by value and win probability.
  • Export to mobile with one click.
Pricing & Promotions

Sell smarter with guided pricing:

  • Suggest price tiers and bundles per segment.
  • Auto‑apply promos that fit rules.
  • Flag margin risk before the quote is sent.
  • See uplift by rep, product, and region.

Pricing and Quotation Management

You can price each customer with simple rules your team can trust. Quotes are fast, on mobile, and convert to orders in one tap.

How bMobile CRM suggests a price
Miles-based pricing

Set a price or fee by distance from your depot. Protects margin on long routes.

Volume-based pricing

Tier the price by cases or lines in the order. Rewards bigger baskets without manual math.

Customer profile pricing

Adjust by who they are and where they sell. Store type, neighborhood, and local competition  can guide the price. Your team’s notes feed this.

Repeat order average

Look at their usual spend and mix. Suggest a price and a bundle that fits their pattern.

Smart Pricing Engine
Distance Factor 1.2x
Volume Discount -8%
Customer Tier Premium
Suggested Price $2,847

A simple day with bMobile CRM

From planning to execution to results

Before the day
Before the day

The system builds a route with clear reasons to visit.

During the day
During the day

The rep follows the plan, sends quotes, and takes orders.

After the day
After the day

Results roll up to a scorecard. Follow‑ups are created for tomorrow.

What you get

Real results that transform your distribution business

More revenue per mile More revenue per mile
Fewer lost customers Fewer lost customers
Faster quote to order Faster quote to order
Clear priorities for every rep Clear priorities for every rep
A plan owners can trust A plan owners can trust

See who slipped, who’s buying big, and what to pitch before you drive.

Plan your sales day