Overview
Trading and distribution firms operate on slim margins, high volumes, and complex supplier and customer relationships. Fragmented CRM, order, and inventory systems often result in limited visibility into pipeline, pricing, availability, and service commitments.
Alphaleo helps trading businesses use Salesforce to bring together sales, purchasing, operations, and customer service, with realtime visibility into orders, stock, and performance. By integrating Salesforce with ERP and warehouse systems, we create an operating model where teams can quote accurately, fulfil reliably, and respond quickly to customers and partners.
Our Offerings
- B2B sales management for direct, reseller, and key accounts
- Pricing, discount, and rebate structures through CPQ/Revenue Cloud
- Order capture and status visibility integrated with ERP/WMS
- Partner and dealer portals for orders, claims, and support
- Service Cloud for postsale issues, claims, and returns (RMA)
- Marketing journeys for promotions, launches, and account nurturing
- Inventory and margin analytics across products, regions, and channels
Our Approach
What We Deliver
- Single view of customers, orders, quotes, and service cases
- Faster, more accurate quoting and order capture with uptodate pricing and availability
- Clear visibility into order status, backorders, and fulfilment performance
- Transparent, collaborative relationships with dealers and suppliers via portals
- Reporting on revenue, margin, fillrate, and servicelevel performance
Why Alphaleo
- Strong Salesforce + ERP/WMS integration capabilities for trading environments
- Experience modelling complex pricing, discount, and rebate structures
- Focus on improving margin, service levels, and partner satisfaction
- Agile, transparent delivery with an emphasis on longterm platform scalability
Industry-Focused Solutions for a Digital-First World.
Enabling industries to leading the future of business.
Stronger Together, Delivering Greater Value.
Partnering with technology visionaries to unlock enterprise potential.
Enterprise Technology Transformation CRM , ERP & Ecosystem Apps
Data-Analytics , AI Dev Ops
Digital Commerce & Hyper Automation
Where Strategy Meets Execution and Results Follow.
Real outcomes from our technology innovations that transformed our clients' worlds.
Trusted by Industry Leaders
Real words from brands that rely on our expertise