Predictive sales software for wholesale distributors

Turning order data into reasons to visit.

Acto is predictive sales software for wholesale distributors. Every night, it reads your ERP and CRM data and scores every customer with machine learning models trained on your business. AI agents then check each result for relevance before it reaches your sales team. What comes out is a short list of high-precision signals, each with a one-sentence reason.

From model to reason to visit
Machine learning
Language model
“Electrical distributor, Southwest: offer cable raceways.”
Revenue decline
Order decline
Lost product categories
Missed reorder
Churn risk
Product recommendations
Product bundle
Potential reorder
Reactivation
Revenue growth
Order growth
Low revenue per product group
Substitute products
Margin decline
Margin growth
Open quote
Contact frequency
A reason to visit

Orders cable raceways every six weeks. Nothing for nine weeks.

This is what an Acto signal looks like day to day. One order line from the ERP, followed all the way to Thursday’s customer visit.

01
Order line from the ERP
847392 · Cable raceway 40×60 · 12 pcs · Aug 6
02
Metric
This customer’s order interval: 6 weeks
03
Deviation
9 weeks without an order
04
Signal
Missed reorder
05
Reason to visit
Thursday visit: cable raceway reorder, plus fastening supplies as an add-on
How Acto arrives at this reason to visit ↓
How a signal is made

Seven stages from order line to reason to visit.

Acto is built like a sieve tower. Every order line goes in at the top. Each stage measures, scores, and adds context with predictive models, and only a few signals come out at the bottom. Feedback from the sales team flows back in through the return loop.

Predictive sales software, stage 01: ERP and CRM data flows into Acto every nightStage 02: order data is turned into features such as order cycle and segmentStage 03: machine learning models score churn risk and cross-selling potentialStage 04: Acto adds context from CRM notes, feedback, and company rulesStage 05: AI agents check each signal for relevanceStage 06: signals with a reason are sent to Outlook, the CRM, and the Acto appStage 07: sales feedback flows back into the predictive sales software
Acto sieve tower · Seven-stage design
Sheet 1/1
Stage 01 · Intake hopper

Data is loaded into the system

Acto takes what already sits in your systems. No new system of record, no duplicate data entry.

Inputs
Order lines
Item, quantity, price, and date of every order line
Customer data
Master data, industry, territory, and contacts
Product data
Product groups, assortment, and pricing terms
Visit reports
from the CRM and the Acto app
Connection
SAP
Microsoft Dynamics
Salesforce
and more, via export, SFTP, or database access
We recommend connecting through an exchange server, so your live ERP stays untouched. All integrations
Stage 02 · Measuring ring

Algorithms calculate metrics

Purpose-built algorithms turn buying behavior into product-level metrics, measured against each customer’s own history and against similar customers.

Example metrics
Excerpt
Seasonality
Cyclical patterns, adjusted against the peer group.
Ex.
Beverage distribution: weather separated from real growth
Reorder interval
Expected order cycle per customer and product group.
Ex.
orders every 6 weeks, overdue after 8
Segmentation
Clusters by industry, buying behavior, and assortment.
Ex.
Peer group for cross-selling
Trend
Movement across rolling time windows.
Ex.
Product group declining for 3 months
Stage 03 · Model carrier

Machine learning models score opportunities and risks

Machine learning models score every customer, from customer churn prediction to cross-selling. Each customer gets a ranking by probability and expected revenue.

Example models
Excerpt
Opportunity models
P1
Complementary products
Bought wall anchors, but no drill bits.
P2
Cross-selling by behavior pattern
Similar customers buy more.
P3
Quantity mismatch
Lots of screws, hardly any nuts.
P4
Higher-margin products
A more profitable alternative that fits.
P5
Reactivation
Bought before, not anymore.
Risk models
R1
Churn risk
Probability per customer.
R2
Decline signals
Product groups dropping off.
Training
Each predictive model learns only from your company’s data, with no personal data.
Stage 04 · Context line

Acto prepares additional context

In parallel, Acto gathers what the order data does not show. A large language model (LLM) processes text such as CRM notes.

Context sources
Processing
Additional ERP data
Prices, product info, pricing terms
directly from the ERP
CRM context
Notes, emails, visit reports
Summarized by language model
Signal feedback
What was relevant, what was not, and why
Feedback and language model
Company rules
Priorities, exclusions, business logic
Configuration and language model
User settings
Preferences for customer outreach
Configuration
Stage 05 · Fine sieve · the bottleneck

AI agents check relevance and weight recommendations

The agents put model output and context side by side. Anything that does not justify action right now stays in the sieve.

Checks per signal
1
Relevance check
Relevant now? Visit already scheduled? Recently rejected?
2
Feedback match
Feedback feeds into the customer’s next score as context.
3
Company rules
Your exclusions, priorities, and business logic apply.
4
Reasoning
The result is condensed into a one-sentence recommendation.
Prioritized signals per customer
by urgency and potential, passed on to stage 06
Stage 06 · Dispatch

Acto delivers the signals

Each signal arrives with its reason where the sales team already works, every morning or right before the visit.

Visit card · Example
Thu · 10:30 AM
Missed reorder
Electrical distributor, Southwest territory
Why today?

Orders cable raceways every 6 weeks. The last order was 9 weeks ago.

Talking point for the visit

Cable raceway reorder, plus fastening supplies as an add-on.

Discussed
Not relevant, because …
Channels
Outlook
Sidebar next to mail and calendar
CRM
Dynamics 365, SAP C4C, Salesforce
Web and mobile, right before the customer meeting
Stage 07 · Return loop

Feedback flows back into the system

Whatever happens in sales goes into the next nightly run.

Visit card · Feedback
Thu · 11:05 AM
Electrical distributor, Southwest territory
Discussed
Not relevant, because …
Voice note recorded after the visit

“Ordered cable raceways. Wants to add drill bits to the range, follow up in spring.”

→ Goes back to stage 01 tonight as a visit report
Cadence
Every night. Each data import triggers a full scoring run.
Signal catalog

Four groups of signals,
with new ones added all the time.

Each sales prediction is calculated against the customer’s own history and, where it fits, against similar customers. A selection from each group:

01Churn and risk

Examples
Revenue decline
Revenue drops compared with prior periods.
Missed reorder
The usual order cycle runs past due, overall or per product.
Churn risk
A churn prediction model measures order quantities and missed purchases against the customer’s own history and your entire customer base.

02Revenue opportunities

Examples
Product recommendations
Comparing with similar customers shows what is missing from the basket.
Potential reorder
The cycle runs out before the customer reorders on their own.
Reactivation
An inactive customer with a high chance of reactivation, plus a product suggestion.

03Margins

Examples
Margin decline
Contribution margin falls compared with prior periods.
Margin growth
Contribution margin rises compared with prior periods.

04Process and account management

Examples
Open quote
A quote without an order, or an order without the quoted items.
Contact frequency
The usual contact rhythm with a customer breaks off.
Measured
92%

of delivered signals are marked relevant by the sales team at Schäfer Shop.

The reason is our combination of algorithms, feedback, and real business context, which keeps improving over time.

Context

Context is what makes data meaningful.

Order data shows what happens. The why often sits in visit reports, in your sales team’s knowledge, and in your company’s rules. Acto brings both together before an alert reaches field sales.

Example · Restaurant customer Siebert
Stages 04 and 05
Order data · ERP
Orders at zero for three weeks
Signal: Missed reorder
Visit report
“Closed for vacation until mid-month, as announced”
Recorded after the last visit
Company rule
A summer slowdown is not a warning sign in food service
Set by your sales team
Context
With context
Siebert has not ordered in three weeks. No alarm: closed for vacation until mid-month.
Reminder on the first day after the break
Without context
“Siebert is at risk of churning. Please call right away.”
Sales: not relevant
False alarm: a call in the middle of their vacation closure
Cross-section
What Acto calculates

Inside: seven stages of computation.

Algorithms, machine learning models and AI agents work through every customer before a signal reaches your sales team.

Technical drawing of Acto's predictive sales software: seven stages from data import to feedback loop
Parts list
  1. 01
    Data import
    Order, customer and product data
  2. 02
    Metrics
    Algorithms
  3. 03
    Risks and opportunities
    Machine Learning
  4. 04
    Context
    Large language model (LLM)
  5. 05
    Reasoning
    AI agents
  6. 06
    Output
    Outlook, CRM, Acto app
  7. 07
    Feedback loop
    Feedback from the sales team
View
What field sales sees

Outside: two minutes to the next meeting.

Field reps only see the result: which customer, why, and what to bring up. In Outlook, in the CRM or in the Acto app.

Field sales app
Acto app on a smartphone: visit brief for Weber GmbH with one risk and one opportunity
FAQ

Questions about predictive sales software.

  • What is predictive sales software?

    Predictive sales software uses your existing sales data to forecast which customers are likely to churn, which are due to reorder, and where cross-selling potential sits. Acto runs these predictions every night on your ERP and CRM data and gives your sales team a short reason for each one.

  • How is predictive sales software different from a CRM or BI dashboard?

    A CRM stores what happened, and a dashboard displays it. Both need someone to dig through them. Predictive sales software does the analysis itself, checks the results for relevance, and delivers a few signals where your sales team already works: in Outlook, in the CRM, or in the Acto app.

  • How long until the first signals arrive?

    Acto is up and running in 4 to 6 weeks. Your IT team sets up data access once, usually through an export or an exchange server, which takes about three days. After that, the models run automatically every night.

  • Is this just a language model with a new coat of paint?

    Language models work where text is involved: processing CRM notes, running the AI agents’ relevance check, and writing the reason. Whether a customer is slipping or has potential is calculated by machine learning models on your transaction data.

  • How does Acto predict customer churn?

    A dedicated machine learning model estimates each customer’s probability of churning (customer churn prediction). It analyzes order quantities and missed purchases, and measures the customer against their own history and your entire customer base. Before this turns into an alert, Acto checks the context. If the customer has announced a vacation closure, for example, no alarm goes out.

  • How does Acto know what is normal in our industry?

    The features are built on wholesale distribution logic: replenishment, assortment structure, seasonality. Each customer is measured against their own history and, where it fits, against similar customers in your data, grouped by industry, purchasing volume, and order frequency.

  • What happens if our sales team thinks a signal is wrong?

    They reject it and give a reason. The rejection applies only to that one customer, and the reason feeds into that customer’s next score as context.

  • What happens if we switch ERP systems?

    The transition is smooth. Acto keeps running on your current system and is switched over to the new ERP once the migration is done. There is no second data project in the middle of your migration.

  • Where is our data stored, and who can see it?

    Your data is stored in Frankfurt, Germany, and processed in compliance with the GDPR. The language models run in data centers within the EU. The predictive models are trained only on your company’s business data, without personal data and without mixing in data from other customers. The language models are general-purpose models and are not retrained on your data.

Book a demo

Spot opportunities,
sell proactively.

See in 30 minutes how Acto works, with examples from your industry.

— free consultation
— demo with examples from your industry
— live in 4 to 6 weeks
Book a call
Case studies

Our customers see more revenue per field sales rep.

Distributors that work with Acto grow revenue per field sales rep through more upselling and cross-selling, less churn, and more time with customers.

Böllhoff: measured against non-users in the pilot. Plate: also 35% less time between two orders.