Solutions · Sell
Know which samples turned into orders.
Track every sample from the pour to the reorder.
Masava puts each sample on the placement it opened. The board moves on real orders.
Clos Marnière Chenin
Cedar Grove Spirits
Tasted twice. Asked for
by-the-glass pricing
before the menu prints.
Follow-up
Follow-up: Sep 25
Create order
Reorder
Order log
Aug 1218 cases$2,700
Sep 0924 cases$3,600
Oct 0730 cases$4,500
The problem
New revenue dies unwatched.
An incoming revenue pipeline you can actually manage.
Follow-up forgotten
The buyer says come back when the menu reprints. It dies, uncounted.
Never reorders
A placement lands, stalls, and the shelf space goes back to a competitor.
Nobody can see it
A CRM shows what reps typed. Neither tool shows which placements are stuck.
Samples out
Track every sample out.
Sample, rep, date
Every sample leaves with a product, a rep and a date. Requested becomes received.
Track tastings
Every tasting brings an answer.
One task per account
Product named, rep assigned, dated. Create them in bulk from a list of accounts.
Time to swap a vintage. Organize tasting of Clos Marnière Chenin (2024) for @Kaisen Omakase
| Kaisen Omakase3 products | ||
| Will buy | Wants a case for the by-the-glass list. | |
| Interested | Wants to see the winter menu first. | |
| Won't buy | Too close to the rosé already on. | |
| Osteria Fiore3 products | ||
| Will buy | Pouring it by the glass from October. | |
| Will buy | Taking six cases for the terrace list. | |
| Interested | Wants a second pour with the chef. | |
Schedule follow-ups
Follow-ups leave with dates.
Held on the placement
Dated and assigned to a rep. The buyer’s own words ride along.
Wants a case for the by-the-glass list once the menu reprints.
Wants a second pour with the chef before deciding.
Too close to the rosé already on the list.
Real orders
Orders move the board.
Not status fields
The board is derived from orders. What you see is what happened.
An incoming revenue pipeline you can actually manage.
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