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.
- 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
Analyse leadtoorder, ordertocash, and issuetoresolution processes across teams.
Configure Salesforce for accounts, price lists, agreements, orders, and claims aligned to ERP structures.
Connect Salesforce with ERP, WMS, procurement, and finance systems; automate status updates and alerts.
Provide dashboards and workspaces for sales, supplychain, and service teams; refine processes using live data.
- 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
- 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
Our Industries
Government & Public Sector
Transforming public services with secure, citizen-centric digital solutions.
Telecommunications
Driving connectivity, innovation, and customer engagement.
Retail
Reimagining retail with seamless, customer-first digital experiences
Manufacturing
Accelerating production excellence through smart, data-driven operations.
Travel & Hospitality
Delivering modern, personalized experiences for travelers and guests.
Financial Services
Accelerating digital transformation with compliance-ready, scalable solutions.
Our Partners
Alphaleo collaborates with industry-leading technology providers to deliver best-in-class results. Our partnerships enable seamless integration, enhanced automation, and maximum value for clients. Key partners include Salesforce, DocuSign, HubSpot, Zoho, HCL Software, Commercetools, BigCommerce, Databricks, JFrog, MuleSoft, Celigo, SnapLogic, and Blackthorn, powering our solutions with proven expertise and reliability.
Our Strategic Partnerships
The Alphaleo Lens
Our stories, strategies, and innovation from our experts
Trusted by Industry Leaders
Real words from brands that rely on our expertise