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PIMENTO COMPASS™

Where your next order is coming from, and where you’re losing one

Your CRM shows the deals your reps typed in. Compass shows what your customers are actually doing: who is ready to buy more, who is slipping away, and who to call today. Your reps become sellers instead of order takers, and it works alongside your CRM, not instead of it.

  • Opportunities
  • Slippage alerts
  • Daily call list
  • Account scores
  • AI cohorts
  • Orders & shared quotes
  • Works with your CRM
Request a demoAll layers
IN THE PRODUCT

Cohorts that tell reps who to call

AI groups accounts by what they are actually doing: visiting but still ordering offline, researching without buying, leaving carts behind, or going overdue while a contact keeps visiting. Each cohort is a ready-made call list.

PIMento cohorts for reps: visiting but still ordering offline (1,061 contacts), researching not buying (969), active on the site in 30 days (873), left something in a cart (435), and account overdue but contact still visiting
01 // WHAT IT DOES

What Compass does for you

Opportunities, with a dollar figure

Accounts browsing but not buying, still ordering by phone, or with room to grow, ranked by what they’re worth to you.

Slippage, caught early

Accounts whose spend, order frequency or online share is dropping are flagged while there is still time to win them back.

Act right there

Place an order for a customer, or share a quote to finish together at their pace. The rep is tagged to every order.

What it means for you: Your reps become sellers instead of order takers. With customers ordering on their own through PIMento Connect™, reps get the breathing room to sell, and Compass shows them where to spend it: which accounts to call and why. You stop finding out about lost accounts months after the fact.
WHAT MOST CRMS MISS

Signals from real orders, not from data entry

A CRM only knows what reps put into it. Compass reads what customers actually do across the portal, the phone, the counter and the ERP, using the channel data from PIMento Intelligence™, and turns every change into a reason to call.

  • Visiting the portalStill ordering by phoneOpportunity →Help them start ordering online
  • Spend droppingOrdering less oftenSlippage →Check in before the account is lost
  • Cart left behindQuote viewed twiceFollow up →Finish the order together
02 // HOW IT WORKS

How Compass works

  1. 01

    Read every channel

    Intelligence follows orders, visits, carts and quotes across the portal, phone, counter and ERP.

  2. 02

    Rank what matters

    Compass scores each account and turns the changes into opportunities and alerts for its rep.

  3. 03

    Act and track

    Reps call, quote or order from the same screen, and every result feeds back into tomorrow’s list.

03 // THE SUITE

Works as one with the rest of the suite

Every layer shares the same products, pricing and accounts, so nothing is copied between tools.

01 · STUDIO™Your team's workspaceProducts, customers, orders, pricing and partner sign-ups in one place.02 · REFINERY™Your data, ready to sellBrings in, cleans up and activates data from your ERP, suppliers and files.03 · FLOW™Data that moves on its ownData, feeds, orders and industry-standard documents, delivered and kept in sync.04 · CONNECTComposable commerce on one APICustomer portals, AI search and APIs to build composable, scalable solutions.05 · INTELLIGENCEAI on the data you already haveMines your orders, accounts and channels for patterns, and answers questions in plain language.

See Compass on your data

A live walkthrough on your own catalog, orders and systems.

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