Interview with an Expert – The Power of Insights and Enabling Your Sales Force
We spoke with Jayne Hill, Senior Manager at Klipboard CRM, about using sales insights to build high-performing teams and strong customer...
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Running a successful distribution branch has never been more challenging. Customers expect quick answers, accurate deliveries and a consistent experience, no matter which branch they interact with. Meanwhile, Sales and Branch Managers are under pressure to increase revenue, protect margins and keep teams performing at their best.

The problem? Revenue loss rarely comes from one big issue. More often, it’s the small, daily inefficiencies that quietly erode margins: missed communication, preventable mistakes, slow processes, or lack of visibility. Individually, these issues seem minor but together they create a branch that works harder than it needs to and earns less than it should.
If you’re unsure where revenue might be slipping away in your branch, here are five warning signs to look out for, and what you can do to fix them:
Warning sign: Frequent picking errors, incorrect items or wrong quantities.
Every order is a promise, and when something goes wrong, the cost is more than the time spent fixing it. Returns, delivery re-runs and frustrated customers all have a direct impact on revenue. Top-performing branches treat order accuracy as a sales driver, not just admin.
Fix it:
When accuracy becomes part of your culture, customers stop “shopping around” and start coming back.
Warning sign: Repeat customers begin spacing out orders or quietly switch to competitors.
Winning a customer is expensive. Keeping one is where your profit really lies. Loyal customers are significantly more likely to spend more per purchase.
Fix it:
A well-run branch strengthens relationships with every interaction.
Warning sign: Staff regularly need to ask for updates, stock checks or delivery status.
When your team doesn’t have the tools or visibility to act, decisions slow down. And so does revenue. Informed branches perform better because they can solve problems on the spot, keeping customers moving.
Fix it:
Confident teams serve customers faster and convert more business.
Warning sign: One branch says a part is available, another says it’s not. Customers chase updates. Orders fall through the cracks.
Disconnected branches mean disconnected customer experiences. But multi-branch visibility reduces errors, speeds up fulfilment, and ensures customers get consistent information wherever they call.
Fix it:
The result? Fewer missed opportunities and a much more reliable customer experience.
Warning sign: Your team handles orders well, but seldom upsells, cross-sells or follows up.
Every conversation is a chance to strengthen a relationship or start a new one. CRM insights help teams have smarter conversations and uncover real-world opportunities to grow sales.
Fix it:
More relevant conversations result in more revenue per customer.
Once you recognise the signs, improving branch profitability becomes much easier. The most successful Sales and Branch Managers build strong foundations in five areas:
The Creating Successful Distribution Branches white paper explores these areas in depth, with practical steps you can start using today. It's the perfect next read if you're looking to strengthen performance and grow revenue with confidence.
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