CRM
Where demand starts: accounts, pipeline, agreed terms, and the service history, for example HubSpot, Teamleader, or Pipedrive.
Industry
B2B Wholesale: close the gaps between CRM, ERP, and supply chain
A wholesale order crosses three systems before it earns anything. It starts as a conversation in the CRM, becomes a quote and an order in the ERP, and is only real once supply chain has the stock to ship it. Each system is right about its own piece and blind to the next, so the damage collects at the handovers: dates promised that purchasing can't meet, reorder points set on last year's demand, backorders nobody tells the account manager about, and a margin figure that ignores what fulfilment actually cost. Coheed connects the three and works on the seams between them.
- Delivery dates that hold
- Demand-aware replenishment
- True net margin per account
The systems you already run
The four systems a wholesale order passes through, and the handovers where Coheed does its work.
ERP
Where it becomes money: item master, customer pricing, sales and purchase orders, and invoicing, for example Exact, AFAS, or Business Central.
Inventory planning / SCM
Where it becomes possible: stock positions, reorder policy, supplier lead times, and inbound purchase orders, for example Dynamics 365 SCM or Slimstock.
WMS & delivery
Where it becomes physical: receipts, picking, shipping, and returns, for example Boltrics or your carrier and transport systems.
Cross-system insights, with examples
Eight problems that live in the handovers of a wholesale chain, not inside any one system. Each is stated as it shows up on the floor, followed by what Coheed produces from the combination.
Delivery dates you can't keep
Challenge
Sales promises a date from the CRM based on what the ERP says is in stock, without seeing what is already reserved for other orders or when the next inbound shipment truly lands.
Coheed
Combines free stock, reservations, open orders, and real supplier performance so the quoted date holds.
Combines:CRMERPSCM
Stock-outs beside dead stock
Challenge
Reorder points were set once and never revisited, so the fast movers run out while capital sits in slow stock nobody is selling.
Coheed
Reads real demand and pipeline against stock positions to flag reorder points that no longer fit.
Combines:ERPCRMSCM
Supplier lead times are fiction
Challenge
Planning runs on the lead time in the item master, which is what the supplier promised years ago, not what they actually deliver.
Coheed
Compares PO promise dates with actual receipts to give the lead time you really get, and its spread.
Combines:SCMERPWMS
Backorders nobody is managing
Challenge
An order line drops to backorder in the ERP and the account manager finds out when the customer calls, with no answer to give.
Coheed
Links open backorders to the account and the inbound PO that clears them, ranked by value and age.
Combines:ERPSCMCRM
Margin that leaks after the sale
Combines invoice lines, price agreements, and fulfilment cost into true margin per customer and product.
One customer, three different records
Matches accounts across all three systems and reports duplicates and drifted addresses and terms.
Assortment quietly shrinking
Tracks each account's product mix over time to expose dropped lines and untapped ones.
Credit notes with no root cause
Ties credit notes back to fulfilment and complaint records to expose the actual cause.
Connectors for your stack
A selection of the systems Coheed can connect for this industry. Browse the full directory to find yours.
- Exact
- AFAS
- Microsoft Dynamics 365 Business Central
- HubSpot
- Teamleader
- Microsoft Dynamics 365 Supply Chain Management
- Slimstock (Slim4)
- Boltrics (3PL Dynamics)
How this works in the platform
How Coheed applies to a wholesale chain, these are applicable examples, not a complete or fixed list:
Connect the chain you already run
CRM, ERP, inventory planning, and warehouse systems connect through the connector directory. Nothing is replaced, and there is no point-to-point project between every pair of systems.
Insight at the handovers
Promise dates, replenishment, supplier reliability, and net margin are questions no single system can answer, because each needs data from at least two. Every insight names the sources it drew from, so a number can be traced back and argued with.
Data quality before it costs money
Duplicate accounts, an order without a matching debtor, a delivery address that disagrees with the ERP, a price that no longer matches the agreement, all flagged continuously rather than discovered in a credit note.
From signal to action
A reorder signal, a backorder that needs a customer told, or a line sold below floor price can be promoted to an agent that prepares the purchase proposal, the customer update, or the correction, autonomously or with a human approving, see Agents.
These are applicable examples, not a complete or fixed list.
FAQ
Frequently asked questions
How is this different from your B2B Commerce page?
B2B Commerce is about the selling channel: keeping your webshop showing the right price and stock, and quoting faster. This page is about the operational chain behind the order, whether or not you have a webshop: promising a date you can meet, buying the right stock at the right time, managing backorders, and knowing your real margin after fulfilment. Many wholesalers need both, and they run on the same connected layer.
Do I have to replace my ERP or WMS?
No. Coheed sits on top of the systems you already run. Your ERP, CRM, planning, and warehouse systems stay exactly where they are, Coheed connects them and adds the cross-system layer, so there is no migration and no rip-and-replace.
Which wholesale systems can Coheed connect?
The connector directory covers ERP systems such as Exact, AFAS, Dynamics 365 Business Central, SAP Business One, Unit4, and Odoo, CRM systems such as HubSpot, Teamleader, Pipedrive, and Klaviyo, and supply chain and warehouse systems such as Dynamics 365 Supply Chain, Slimstock, Boltrics, Epicor, and Isah. If your system isn't listed, contact us to discuss it.
Our stock and customer data isn't clean. Is that a blocker?
No, it's usually the starting point. The data-quality layer exists precisely because master data drifts apart between CRM, ERP, and the warehouse. Duplicates and mismatches are surfaced as findings you can work through, and the insights above tell you which of them are actually costing you money, so you fix in order of impact rather than all at once.
What can the agents do in a wholesale chain?
They take the step after the insight. A replenishment agent can prepare the purchase proposal for items whose demand has shifted, a backorder agent can draft the customer update with a realistic date, and a margin agent can flag or hold order lines priced below the agreed floor. Each runs autonomously or with a human approving the sensitive steps.
See it on your own systems
Tell us your systems and the questions you can't answer today, and we will show the fastest path to value.