Account growth
Reps spend too much time researching, preparing, and chasing follow-up across large territories.
Primary industry
01 · AOS FOR INDUSTRY
Wholesale & Distribution
Grow accounts, move orders, and protect margin—without broken handoffs.
AOS connects prospecting, account selling, dealer ordering, warehouse coordination, delivery communication, and service across the distributor’s real commercial rules.
Where operations break
The business is connected.
The workflow often is not.
AOS is designed around the operating friction specific to wholesale & distribution—then connects people, systems, AI agents, approvals, and management visibility around the complete outcome.
Complex commerce
Customer tiers, negotiated prices, credit terms, product options, and exceptions make every order different.
Fulfillment visibility
Sales and service cannot easily see inventory, warehouse progress, delivery risk, or the right owner.
Retention at scale
Status questions, returns, claims, and inactive accounts compete for limited account-management capacity.
The AOS industry system
Six capabilities. One operation.
Each module has a defined role, shares context with the others, and operates inside your company’s permissions and approval rules.
AOS Lead
Find and qualify dealers, contractors, and target accounts by territory and fit.
Explore capability →AOS Sales
Prepare account context, guide quotes, and keep opportunities moving.
Explore capability →AOS Voice
Support multilingual calls with live product, account, and objection guidance.
Explore capability →AOS Order
Provide customer-specific catalogs, pricing, terms, ordering, status, and reorder.
Explore capability →AOS Service
Resolve order, delivery, return, and product issues with full context.
Explore capability →AOS Control
Monitor margin, order flow, inventory exceptions, delivery risk, and agent activity.
Explore capability →Industry operating flow
From demand to accountable outcome.
The precise workflow is configured to your business, but the principle stays constant: shared context, clear ownership, controlled action, and measurable results.
- 01
Discover
Identify the right accounts, territories, product fit, and growth signals.
- 02
Sell
Guide the conversation, quote accurately, and capture commitments.
- 03
Order
Validate customer, price, credit, product, inventory, and delivery rules.
- 04
Fulfill
Coordinate warehouse, pickup or delivery, exceptions, and updates.
- 05
Retain
Resolve issues, trigger reorders, and surface account risk.
Business outcomes
Designed around operational performance.
account coverage
Give each rep capacity and context to develop a larger book.
order errors
Apply customer and product rules before warehouse work.
repeat-order cycle
Shorten quoting, ordering, status, and repeat purchase.
Connected by design
Fits the systems the business already runs.
CRM and account recordsERP and inventoryProduct and pricing dataWarehouse and delivery systemsTelephony, email, and portal
Governance
Commercial control stays enforceable
- Pricing, discount, and margin boundaries
- Credit and payment approval rules
- Inventory and fulfillment constraints
- Customer and territory permissions
- Full quote, order, and exception history
Your next operating model