Pipeline
Stages with real exit criteria, weighted forecasting and a required reason on every loss.
Caerus joins the dealer relationships, the pipeline and the order history that already exists in Blindata into a single place — so the question “what is happening with this account?” has one answer instead of five systems and a phone call.
Stages with real exit criteria, weighted forecasting and a required reason on every loss.
One profile per account: contacts, quotes, samples, projects, documents and order history.
Who decides, who specifies and who installs — with every conversation attached.
Calls, visits, meetings and email, linked to the record they belong to.
Line-item quoting against the product catalogue, versioned and traceable to the order.
Year-to-date against prior year, trailing twelve months and category penetration.
Rules that raise a flag when a dealer goes quiet or an opportunity stops moving.
Health scoring, dealer movement and an assistant that reads only what you can.
Leads, dealers, contacts and conversations arrive in one place — including the order history that already exists in Blindata.
Opportunities move through a stage model the whole team reads the same way, with the next step never left implicit.
Health scores, dealer movement and quiet-account detection point at where attention turns into revenue.
A CRM that only stores what you typed into it is a filing cabinet. Caerus reads the pipeline and the order history together and raises the handful of accounts that need a person today.
Ordering pattern breaks before the relationship does.
The single best predictor of a deal that will not close.
Time-in-stage against the stage's own historical average.
How long a deal takes from first contact to order, by territory.
Which product lines a dealer buys, and which they never have.
Weighted against close date, with the assumptions visible.