Solutions · Sales IQ

Signal detected.
Action assigned.
Revenue recovered.

An Action is an automatically assigned task: a specific at-risk customer, the revenue at stake, the recommended next step, and the rep who owns the recovery.

Sales IQ turns your ERP order history, CRM pipeline, and quote data into a single sales intelligence platform. The detection engine surfaces at-risk customers automatically, assigns an Action to the right rep, and tracks progress to close, before the revenue gap shows up in your numbers.

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Marquis IQ · Sales IQ
MIQ 500 01
FORECAST GO-GETS PIPELINE DSA EXPLORER
GO-GET DASHBOARD. ACTIVE ACCOUNTS
OPEN GO-GETS
18
5 new this week
EST. AT RISK
$1.42M
annualized
RECOVERED R90D
$892K
6 accounts
ACTIVE GO-GETS. CUSTOMER BEHAVIOR ANALYSIS
Customer Days Dormant PY / TY Mo Rev Down Est. Loss Owner
Meridian Industrial 553 days 12 / 4 ▼ 65% ($33.5K) C. Walsh
Summit Fabrication 472 days 10 / 3 ▼ 64% ($28.8K) A. Torres
Coastal Components 394 days 8 / 2 ▼ 70% ($21.8K) R. Patel
Lakewood Industrial 279 days 6 / 2 ▼ 60% ($14.9K) J. Kim

The sales data problem

Your ERP knows more about your customers than your sales team does.

Pipeline in CRM. Revenue in ERP. Forecast in a spreadsheet. Nobody has the full picture.

Your CRM tracks opportunities. Your ERP books orders. Your finance team builds the forecast in Excel. None of these systems talk to each other. The result is three versions of the truth, a week's worth of reconciliation every month-end, and a sales plan that nobody fully trusts.

Your best accounts go quiet before they churn. Monthly reporting finds it three invoices too late.

A customer that ordered 12 times last year and has ordered once this year is about to be gone. But monthly reporting flags it as "revenue down", after the pattern is established. By the time the rep follows up, the customer has already found a new supplier.

Quota attainment looks fine until you see which customers stopped buying six months ago.

Aggregate revenue numbers hide customer-level churn. A rep hitting 90% of quota could have three customers that have quietly gone dormant, replaced by new customers covering the gap. The risk is invisible until renewal time or until the new customers taper off too.

IQ Insights
Your rep walks into every call already knowing the account.

IQ Insights reads every customer's order history, payment behavior, and volume trend. Before your rep picks up the phone, the system has already written the brief: what changed, how serious it is, and what to do next.

That's a different kind of sales call. Not "let me check on that for you." The rep already knows. The account already matters. The action is already assigned.

Order & Volume Health
Order frequency and volume trend written in plain English, period over period. No query. No dashboard interpretation. A sentence a rep can act on.
Churn Signal Detection
Customers showing behavioral decline across ordering and payment patterns are flagged before the revenue gap appears. The rep gets the signal, not the spreadsheet.
Pre-Call in 30 Seconds
One AI-generated brief per customer. Order health, payment health, and risk signal, consolidated across every ERP in your environment. Ready before the call starts.
See how IQ Insights works
AI-Powered: Actions

The definition of actionable data. Churn surfaced. Recovery assigned.

The detection engine analyzes every customer's buying behavior, order frequency, product mix, volume, and recency, against their own historical baseline. When the pattern breaks, an Action is created automatically. No report to run. No query to build. No analyst required.

Each Action assigns a specific customer, estimates the annual revenue at risk, recommends a next action, and tracks the rep's progress through stages, from creation through recovery. Actions can be managed directly in Marquis IQ or pushed to your team's existing CRM so the workflow lives where your reps already work.

How Actions work
Statistical behavior detection, order frequency, volume, and mix analyzed against each customer's own baseline
Automatic Action creation, the system creates the action, assigns the rep, estimates the risk. No manual triage.
CRM integration. Actions push directly into Salesforce, HubSpot, or Dynamics CRM if your reps prefer it
Stage tracking through recovery. Active → In Progress → Recovered, with notes and amount tracking
Alerts when Actions go stale, if an assigned rep hasn't updated in 7 days, managers are notified
Action Dashboard AI-Powered
Open Actions
18
Est. At Risk. Annual
$1.42M
Recovered. R90D
$892K
Behavior Insight. Meridian Industrial
Pattern break detected: 553 days since last order
Prior 12 Months 12 orders, avg $3,825 Annual run rate: $45,900
Current 12 Months 4 orders, avg $3,104 Est. annual loss: $33,484
Customer Days PY $$ TY Est $$ Rev Down Est. Loss Stage Owner
Meridian Industrial 553 $45.9K $12.4K ▼ 65% ($33.5K) Active C. Walsh
Summit Fabrication 472 $38.6K $9.8K ▼ 64% ($28.8K) Active A. Torres
Coastal Components 394 $31.2K $9.4K ▼ 70% ($21.8K) In Progress R. Patel
Lakewood Industrial 279 $24.8K $9.9K ▼ 60% ($14.9K) Active J. Kim
Hartfield Distribution 182 $18.6K $11.2K ▼ 40% ($7.4K) Recovered C. Walsh
Rolling 12-Month Sales Forecast. All Regions
Total Forecast
$124.3M
vs Budget
95%
Budget
$130.5M
Forecast Sources. How the $124.3M is Built
Delivered Orders (YTD) $61.8M
Firm Backlog. Booked Orders $28.4M
High-Confidence Pipeline $21.4M
Weighted Pipeline $12.7M
Total Forecast vs $130.5M Budget
$124.3M 95% attained
Forecast Model Options
Lead Time Model
Weighted Pipeline
High-Confidence Mode

Rolling 12-Month Sales Forecast

Budget, backlog, pipeline, and booked revenue. One number everyone trusts.

The 12-month rolling forecast combines every data source your sales organization touches, revenue budget from finance, booked orders from your ERP, open pipeline from CRM, and active quotes from your quoting system, into a single forecast that updates daily.

Every site, every product family, every region. Slice by branch, salesperson, or customer. Toggle between lead-time, weighted pipeline, or high-confidence forecasting models depending on how your sales cycle works. Export to the format your finance team expects.

When booked orders and delivered revenue update in your ERP, the forecast updates automatically. No manual refresh. No reconciliation email. The number your sales leader sees at 7 AM is the same number finance sees when they build the board deck.

Daily Sales Flash

Know your sales gap by 8 AM. Know the corrective action before 9.

The DSA (Daily Sales Action) report is the single, normalized view of sales-to-budget progress your sales leaders open every morning. It shows where you are in the period, how far you are from plan, and exactly what daily run rate is needed for the remaining days to hit budget.

One number. No spreadsheet. No call with finance to reconcile the baseline. The DSA is built from the same ERP data as your forecast, so the gap figure is always accurate, always current, and never a surprise at month-end.

Corrective DSA actions surface automatically when the required run rate exceeds the current pace, flagging which pipeline stages and which reps carry the most recovery potential for the remaining days in the period.

Daily Sales Flash. DSA May 2026 · Day 10 of 21
MTD Sales vs Period Budget
$4.8M of $11.5M
41.7% attained, expected 47.6% at this pace
Current Daily Run Rate
$480K/day
Required to Hit Budget
$609K/day
Remaining Days
11 days
Budget Gap
$6.7M
Corrective DSA
Accelerate late-stage pipeline: 4 quotes totaling $3.1M are in “Submitted for Approval” stage, prioritize close by May 20. Move $1.2M in CNC-1 backlog to shipped by EOW to improve MTD.
Before: Raw ERP Records
!
MERIDIAN INDUSTRIAL SUPPLY CO
!
Meridian Industrial Supply
!
MERIDIAN IND SUPPLY
!
Meridian Ind. Supply, Inc.
!
MERIDIAN INDUSTRIAL
No industry classification
Revenue fragmented across sites
No TAM segment assigned
→
Account Family
Meridian Industrial Supply
SIC Code5085. Industrial Supplies
IndustryIndustrial Distribution
SizeMid-Market (250–999 emp.)
RegionMidwest
ERP Sites3 systems unified
L12M Revenue$45.9K consolidated
TAM Segmentation · 342 Account Families
Industrial Distribution
128 families · $4.8B est. TAM
Discrete Manufacturing
89 families · $3.2B est. TAM
MRO & Maintenance
67 families · $1.9B est. TAM
Other
58 families · $1.1B est. TAM

Customer Enrich & TAM

Deduplicate your customer master. Discover your actual addressable market.

Customer Enrich takes the 1,847 raw customer records spread across your ERPs and groups them into 342 unified account families, one golden record per customer, carrying consolidated revenue history from every site and every system.

With 3rd-party SIC codes, company size, and industry classification applied to every account family, Sales IQ can segment your customer base into industry verticals and simulate an accurate TAM. You'll know which industries you're winning in, which are underserved, and where to focus new business development.

For PE operating partners managing a portfolio of businesses, Customer Enrich surfaces the cross-portfolio customers you didn't know you had, accounts buying from two or three of your companies, invisible in any single ERP, that represent the highest-value expansion opportunities in your portfolio.

18 avg
Actions created per month, per site, automatically, without analyst intervention
Auto
Actions assigned automatically from ERP order history. No analyst or manual trigger required.
Daily
Customer buying signals analyzed daily. Not monthly when the sales report finally runs.
83%
reduction in duplicate customer records after Customer Enrich is applied

Built on the Marquis IQ Platform

Sales IQ is an add-on module. It runs on top of your existing Marquis IQ subscription, sharing the same ERP connections, customer master data, and order records already flowing through the platform.

Cash IQ, link churn risk to AR aging

When a Action flags a customer as at-risk, Cash IQ surfaces that same customer's AR balance and aging trend side by side. Your collectors know before they call whether the account is slow-paying, dormant, or recovering, and your credit team knows which Actions are tied to accounts with outstanding balances.

Operations IQ, delivery performance shapes customer retention

Actions analyze buying behavior, but sometimes the behavioral break has a cause, a shipment that arrived late, a quality issue, a missed promise date. Operations IQ surfaces the delivery history for any at-risk customer alongside the Action, so reps walk into recovery conversations knowing exactly what happened operationally.

Pricing IQ, understand what margin accompanies the recovery

Not every recovered account is worth the same. Pricing IQ shows the margin profile of each at-risk customer alongside the Action, so your reps can prioritize recovery efforts on the accounts that move both top-line revenue and gross margin, not just volume.

Built on Marquis IQ
Enrich
Customer records deduplicated and enriched with industry, size, and region, turning five ERP spellings of the same name into one clean record your reps can trust.
Analyze
Rolling forecast, daily sales attainment, and revenue analytics built from your actual order history, not a CRM projection someone typed in.
Act
Actions identify lapsing customers and recovery opportunities and assign them to the rep who should make the call, the same day they surface.

Your customers' buying behavior is already in your ERP. Actions turn it into the next sales call.

See Sales IQ running on real order data in a live environment. Bring your top 50 accounts and last 24 months of order history. We'll show you how many Actions would have been created, and which accounts are already at risk.

Request a demo See the full platform

No commitment. We'll tell you honestly what the data shows.