Features
Bevbase knows your business before you ask. It connects the commercial history behind every account and helps your team decide what to protect, grow, pursue, and do next.
Across the sales lifecycle
Protect
Bevbase compares each account with its own order history and brings the accounts that need attention to the surface.
Grow
See account performance beside the relationship history, then identify the smallest useful move to grow the placement.
Prospect
Use your brand context and existing customer patterns to build a stronger target profile and rank net-new prospects.
Run the day
Ask Bev what matters now or deploy an approved playbook that keeps the same sales motion moving across a market.
Context included
The assistant can use the records available in your workspace to answer a question, prepare a recommendation, research an opportunity, or create approved work.
Ask: “Who should I call today?”
Bev can weigh order timing, account value, open tasks, recent contact, and pipeline activity—then explain why an account belongs on the list.
Positioning, product story, sales motion, target accounts, and the context your team wants Bev to use.
Approved distributor transactions, products, markets, account performance, and reorder patterns.
Contacts, notes, tasks, opportunities, owners, and recent activity on the same account record.
Active states, account density, store-locator demand, and the markets where your brand is ready to sell.
Run an approved playbook manually or on a schedule. Bev finds the work, keeps it tied to the right accounts, and records the resulting tasks and opportunities.
Find accounts past their normal cadence and create focused follow-up work.
Rank proven accounts that should carry more of the portfolio.
Find high-fit accounts where the brand or a priority SKU is not placed.
Build selling density around a strong anchor account.
Sequence anchor accounts, clusters, and early wins in a new market.
Turn commitments and account activity into visible next steps.
The data foundation
Each workflow uses the same reviewed brand, account, product, market, and team records.
Upload CSV, Excel, and supported PDF reports for mapping, review, and publication into the brand workspace.
Review cases, revenue, products, accounts, states, and prior-period comparisons from published data.
Keep account details, buyers, order history, notes, and linked activity in one record.
Track pipeline stages, owners, follow-up dates, recurring tasks, and work linked to an account.
Publish verified account locations and learn where consumer searches are not finding nearby distribution.
Invite teammates, set brand and state access, and keep account work visible to the people responsible for it.
