Use case

The AI sales team for CPG brands

Distributor depletions, portal exports and rep trackers unified into one daily view, with the accounts to call ranked and the ask attached.

Book a walkthrough.
Today's callsRanked by revenue at risk
Ranking
At risk14-3
Opps9+2
Calls6+1
Call listPriced
1
Market St Grocery · 112No order in 34 days. Ask for the reorder.
$4.2K
2
Fieldstone Foods · buyerChocolate Oat and Oat Mini off shelf. Pitch the extension.
$11K
3
Ridgeline · Warehouse 2Last order short-shipped. Escalate.
$2.8K
Assigned to JackEvery call on today's list sits with Jack, who owns these accounts

The signal is in four places, a month late

Depletions, portal exports and rep trackers each tell part of the story, on their own schedule.
Distributor depletionsDaily, 3 days late
IMMEDIATE OWNERMKT ST GROCERY #112
Broadliner portalWeekly
AREA NAMEMARKET STREET
Retailer portalMonthly
Store #0112Market St Grocery
Rep trackerAd hoc
Row 41Market Street (called, no order)
Same store, four names, four cadences, with no clear action to take.

One store, four names

A distributor, a broadliner and a retailer portal each name the same store differently, so an account that switches houses reads as churn.

The non-buy report is built by hand

Someone exports each feed and stitches the accounts that stopped ordering into a spreadsheet, per rep, per week.

The call comes after the shelf is gone

A lost account shows up in a monthly roll-up, weeks after the last order, when the space has already been given away.

How it runs on Corvera

Three simple steps, get fully set up in one day.
STEP 1

Connect your feeds

Distributor depletions, the broadliner portals, retailer portals, and the trackers your reps already keep.
FeedsLive
Distributor depletions22 houses · daily
Synced
UNFI portalWeekly
Synced
KeHE portalWeekly
Synced
Retailer portals3 connected
Synced
Rep trackersShared sheets
Synced
STEP 2

Unify every account

One record per store across every feed, automatically mapped using AI and approved by your team, so an account that moves between distributors keeps its history.
Account mappingGoverned
MKT ST GROCERY #112Market St Grocery · 112
Distributor depletionsApproved
MARKET STREETMarket St Grocery · 112
Broadliner portalApproved
Store #0112 · Market St GroceryMarket St Grocery · 112
Retailer portalApprove
3 feeds mapped · history kept1 account
STEP 3

Watch, then act

Scheduled agents watch velocity, non-buys and short shipments, then draft the rep brief, the buyer email and the distributor follow-up.
Market St Grocery · 112Last order 34 days ago
-3 cs/wk
Market St Grocery · 207Last order 31 days ago
-2 cs/wk
Fieldstone Foods · 18Last order 30 days ago
-1 cs/wk
Brief for Jack on Store 112 drafted
Distributor follow-up on Warehouse 2 queued

What your team gets

Four views, all built on the unified account data.
01

Accounts at risk

Active, slowing, dormant and lost, each priced by what the account ordered before it went quiet.
Account health · Ridgeline Distribution
Active412
Slowing119
Dormant80
Lost53
23 stores went dormant this weekWorth $3.5K if all stores reorder
02

Gaps inside chains you already sell

Which of your SKUs each store carries, and the best sellers missing from the shelf, with the size of prize attached.
Stores96+4
On shelf3 of 9-2
Fieldstone Foods · stores carryingAuthorised 9
Oat Drink 1L91 / 96
Barista Oat 1L88 / 96
Chocolate Oat 1L12 / 96
Oat Mini 4-pack6 / 96
PitchChocolate Oat and Oat Mini missing in 84 stores, size of prize attached
03

Fill-rate flags

Cases shipped against cases ordered by distributor warehouse, with a short shipment raised the same day.
Fill rate94%-3 pts
Short1 SKU-18 cases
Shipped vs ordered · by warehouseThis week
W1
W2
W3
W4
W5
W6
Flagged todayW3 stopped shipping Barista Oat 1L. Follow-up drafted.
04

The morning brief, delivered

The day's calls, non-buys and short shipments land in each rep's inbox on a schedule, with the ask already written.
Morning brief · 7:000 of 4
6 calls ranked, ask attached
2 accounts gone quiet
1 short shipment flagged
3 new points of distribution
Scheduled. Each rep gets their own accounts, nobody rebuilds a report.

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