RevenuePoint builds a clean Salesforce for distributors and 3PLs — ERP-synced inventory across every warehouse, live shipment tracking, margin by customer, and a claims console. Fully managed by RevenuePoint.
The pain · in numbers
3–5%
of annual revenue leaks through backorder that the CRM never sees.
Industry benchmark, distribution
68%
of reps quote from stale price lists because tier pricing lives in the ERP.
RevenuePoint discovery
47 days
average DSO at growing-business distributors — two weeks beyond terms.
NACM benchmark
11%
of orders need a manual ETA call to the warehouse — every day.
Client time studies
A clean Salesforce record page
This is the Lightning record page RevenuePoint builds for accounts teams. Every component below is live Salesforce — reading from the systems noted on each tile. Numbered callouts map to the components we install on day one.
Account›Cascade Industrial Distribution
Tier 2 Customer · Pacific NW · Relationship since 2021
YTD Revenue
$1.28M
Margin
24.1%
DSO
52 days
Open Orders
14
Backorder $
$42K
Credit
$150K / $75K used
Open Orders + Backorder
By warehouse · live from NetSuite
| Order | Warehouse | Status | ETA | Value |
|---|---|---|---|---|
| SO-10241 | Seattle | Picking | 05/07 | $12,400 |
| SO-10239 | Portland | Backorder | 05/14 | $8,900 |
| SO-10231 | Tacoma | Shipped | Delivered 05/02 | $21,100 |
| SO-10228 | Seattle | Short · 2 SKUs | Partial | $6,340 |
Multi-Warehouse Inventory
SKUs this account buys most
Shipment Tracking
Carrier-agnostic · last 5 shipments
Claims & RMA Console
| Claim | Type | Aging | Credit |
|---|---|---|---|
| RMA-817 | Short ship | 4 days | Pending |
| RMA-812 | Damage in transit | 11 days | Issued |
Open Orders + Backorder
Every open order, shipment status, and backorder line for this account — rolled up from NetSuite by warehouse. No more "let me check the ERP" on a call.
Source: NetSuite
Multi-Warehouse Inventory
On-hand inventory across every warehouse, filtered to the SKUs this customer actually orders. Reps see what they can promise today.
Source: NetSuite + WMS
Shipment Tracking
Live shipment events from Project44 and ShipStation — carrier, ETA, exceptions — without swivel-chairing to the carrier portal.
Source: Project44 + ShipStation
Claims & RMA Console
Active claims and RMAs tied to this customer, with credit memo status pulled from NetSuite and aging.
Source: Salesforce
Data model
Sales + Service Cloud at the core, with custom objects for shipments, warehouse inventory, and carrier rates. EDI, WMS, and 3PL data sync on a managed schedule.
Standard Salesforce
Custom — built by RevenuePoint
Integrations
Your ERP and WMS stay authoritative. We wire the data into Salesforce so reps, AR, and customer service all work from the same live numbers.
SAP Business One
ERP
Inventory, orders, AR/AP, tiered pricing.
NetSuite
ERP
Mid-market alternative with strong inventory.
Acumatica
ERP
Distribution-edition path for smaller firms.
ShipStation
Shipping
Label generation + carrier events.
Project44
Visibility
Multi-carrier ETA and exception feeds.
SPS Commerce
EDI
Inbound 850/855/856/810 document flow.
Stripe
Payments
B2B ACH and card collection reconciled to AR.
8x8
Communications
Inside sales contact center, logged to Account.
Lightning components
Each tile below is a Lightning Web Component we install on the record page. Reps and managers see the other systems they depend on — without leaving the account.
Inbound 850 purchase orders waiting to convert to Salesforce orders, with validation state.
Pulls from: SPS Commerce
| PO# | Customer | Lines | State |
|---|---|---|---|
| PO-55412 | Cascade · EDI | 23 | Auto-converted |
| PO-55411 | Cascade · EDI | 6 | Price mismatch |
| PO-55409 | Cascade · EDI | 14 | Auto-converted |
Live rate comparison for the ship-to address on this order, with service level.
Pulls from: Project44
Invoices sent for ACH and card collection, with current status.
Pulls from: Stripe
| Invoice | Amount | Due | Status |
|---|---|---|---|
| INV-9921 | $12,400 | 05/07 | Sent |
| INV-9918 | $6,800 | 04/22 | 15 days past |
| INV-9905 | $21,100 | 04/14 | Paid · ACH |
Recent campaigns this account received and whether contacts engaged.
Pulls from: Mailchimp
Signature use cases
i
Big-box customers send 850s that sit in an EDI portal, then get re-keyed into the ERP by an operations analyst.
How it works
Outcome
EDI processing goes from a half-day analyst job to an exception queue.
ii
Reps sell against credit limits the ERP quietly tightened without telling them.
How it works
Outcome
Fewer surprise holds. The ones that happen get resolved faster because both sides see the same data.
iii
Reps defend prices without knowing the customer’s true margin — which lives in ERP cost data nobody exposes.
How it works
Outcome
Reps negotiate with the same numbers their CFO sees.
Foundry · Orchestrated intelligence
Once your record page is clean, Foundry connects the rest of your stack — ERP, accounting, telephony, marketing — and delivers live dashboards, AI reports, and agents that take action. Fully managed by RevenuePoint.
I · Connect
We wire SAP Business One, NetSuite, Shopify into a managed pipeline so Distribution data matches on every side.
II · Illuminate
At-risk account watchers with drop-off pattern detection
III · Act
Backorder + reorder-point automation with vendor POs
At-Risk Account Watcher
Detects drop-off patterns in order cadence, rising support volume, and AR aging across the book. Flags accounts with composite churn risk > 60%.
3–5%
Distribution backorder leakage benchmark
The problem
Three to five percent of annual revenue at growing-business distributors leaks through backorder that the CRM never sees. Reps promise dates the warehouse cannot hit; customers place the next order somewhere else.
What we do
We sync multi-warehouse inventory and open POs into the Account record, install a backorder watcher, and let Foundry surface the accounts whose order velocity is dropping before the rep notices.
Outcome
Reps quote dates the warehouse can actually hit. Backorder velocity becomes a weekly conversation, not a quarterly surprise.
How we package the work
Flat monthly pricing. Your single point of contact at RevenuePoint. We keep the instance clean as your business changes.
Foundation
4 weeks
A clean Distribution & 3PL record page with the signature components live.
Rebuild
8–12 weeks
A full Distribution & 3PL rebuild — objects, components, automations, integrations.
Run
Ongoing monthly
Fully managed — we keep the instance clean as your business changes.
Need to see the full managed-services pricing, or meet the team who runs it?
Common questions
A 45-minute working session with a RevenuePoint architect. We walk the record page, name the integrations you need, and scope what's possible in the first 90 days.