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Data and AI for distributors, SMEs and consumer goods

Your data already has the answers. We help you find them.

We turn your ERP, your CRM and your distributors’ spreadsheets into trusted data, and build dashboards and AI agents that show you where you are losing sales and what to do about it.

AI Assistant Q3 sales analysis Data curated by DeepDatas
MG

Analyze our Q3 sales and tell me what I should do to sell more and improve margins.

  • Pulled Q3 sales from the ERP
  • Cross-referenced customers and opportunities in the CRM
  • Checked inventory and the demand forecast

I reviewed July to September sales for all 40 distributors, together with the customer base and inventory. It was a good quarter, but there are four clear opportunities to close out the year.

Quarterly sales
$11.7M
▲ 8.4% year over year
Gross margin
31.2%
▼ 0.9 pp in wholesale
Active customers
2,318
▼ 38 stopped buying
Sales growth by region vs. the same quarter of 2025
  • North +14.2%
  • Central +9.1%
  • South +3.4%
  • West −4.8%

What I found

  • The north accounts for almost half of the growth: three distributors grew more than 20% with the new snack line.
  • 38 customers who used to buy every month didn’t buy in September. They represent $420K in monthly sales.
  • The snack line reaches only 35% of points of sale, versus 61% for the potato chip line.
  • Wholesale discounts rose 2.3 points and margin fell 0.9 pp.

What I recommend

  1. 1

    Call the 38 at-risk customers this week This week

    I built the list by sales rep, sorted by revenue.

    Recover up to $420K a month

  2. 2

    Take the snack line to the west and south Next 30 days

    There are 650 points of sale that buy chips but not snacks yet.

    +$1.1M estimated per quarter

  3. 3

    Cap wholesale discounts This month

    Going back to June levels restores margin without hurting volume.

    +0.9 pp margin

  4. 4

    Restock 3 products before October 15 Urgent

    The forecast predicts stockouts of Classic Chips 400 g, Fries 1 kg and Mashed Potatoes 125 g.

    Avoid losing $180K in sales

Should I send each sales rep their customer list with the suggested product for their next visit?

  • Yes, build the lists
  • Project the October close
  • Show me the west in detail

Sources: ERP, CRM and demand forecast, curated by DeepDatas · updated today at 7:00 AM

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What you just saw

This is how AI works when your data is ready.

Behind every answer are four steps we handle for you. Those steps are our services.

  1. 01 · Data engineering

    Integrate

    We connect your ERP, CRM, spreadsheets and APIs into a single model that updates itself.

    Explore the service
  2. 02 · Data quality

    Curate

    We clean your data, unify codes and validate every number against business rules.

    Explore the service
  3. 03 · Analytics

    Model

    KPIs built around your business and models that anticipate demand and customer churn.

    Explore the service
  4. 04 · Dashboards and AI

    Recommend

    Dashboards and AI agents that tell you what happened, why, and what to do next.

    See AI solutions

Trusted by

  • Kellogg's
  • McCain
  • Lilly
  • Trustly
  • Citrus
  • Romemi Materiales Eléctricos
  • Café M

Consumer goods · Healthcare · Technology · Distribution · Retail

distributors integrated into a single model for a leading consumer goods company
40
fewer stockouts with a demand forecast
12%
to get a complete assessment of your data
2weeks
of team experience in data, technology and business
10+years

The problem

You’re not short on data. You’re short on data that’s ready for decisions.

Scattered information

Sales in the ERP, inventory in one spreadsheet, targets in another. Every department has its own version of the numbers.

A single data model that updates itself.

Reports that arrive too late

Every month-end close means days of copying, pasting and checking data by hand. By the time the report is ready, it’s too late to act.

Dashboards ready on the first day of the month, not the fifth.

Flying blind

Without clear KPIs, it’s hard to tell which customer, product or channel is underperforming, and why.

Alerts and recommendations when something goes off track.

Data ready for AI

From scattered data to an AI agent that answers with precision.

AI is only as good as the data it runs on. We bring together the information now spread across systems, spreadsheets and messages, curate it and organize it so an AI agent can use it with confidence.

Data journey

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Hover over or tab through each element to see what it contributes and how we handle it.

1 Data sources

  • CRMSalesforce · HubSpot
  • ERPSAP · Odoo · Dynamics
  • Excel and spreadsheetsTargets · prices · stock
  • .txt and .csv filesExports · logs
  • WhatsAppOrders · inquiries
  • EmailOrders · attachments
  • DatabasesSQL Server · Oracle
  • APIs and e-commerceMercado Libre · Shopify

2 Curation, cleaning and organization

  1. IngestionWe connect every source automatically and securely, and centralize the data in a single repository with scheduled updates.
  2. CleaningWe fix data-entry errors, invalid formats and missing values, and extract useful data from free text such as messages and emails.
  3. DeduplicationWe merge duplicate customers, products and suppliers across systems so each one has a single record.
  4. StandardizationWe bring everything to the same units, currencies, dates and codes so data from different sources can be compared.
  5. ValidationWe apply quality rules on every update and raise alerts when something doesn’t add up, before it reaches a decision.
  6. OrganizationWe organize the information into a documented data model with permissions and lineage: ready for dashboards and for AI.

3 AI agent

An artificial intelligence agent connected to curated data answers accurately, without making up numbers: it queries, cross-references and analyzes information from across the company in seconds.

4 Outcomes

  • AnswersIn plain language
  • ForecastsSales and demand
  • AlertsProactive and timely
  • AutomationRepetitive tasks
Raw data: scattered, duplicated and inconsistent Curated data: clean, unified and documented

Want to know how ready your data is?

Explore the data assessment See AI solutions

How to get started

Three ways to get started, depending on where you are today

Project

Custom project

We integrate your sources and build dashboards, models or AI agents with a defined scope, timeline and deliverables.

Let's talk about your project
Monthly

Ongoing partnership

Your external data team: we maintain, improve and extend your solutions month after month.

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Not sure which one is right for you? Take the 2-minute AI readiness check

Why DeepDatas

Your data, always under your control.

Tailored solutions
We work with the platforms you already use, without locking you into a single vendor.
Confidentiality
Read-only access and role-based permissions: each person sees only what they’re meant to see.
Scalable from day one
We design every solution to grow with your company, so you never have to rebuild it.

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