Customer Stories

Proactive Selling in Software for More Orders

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You don’t need a bigger team to grow sales—you need proactive sales, and a repeatable process.

The data is clear: proactive outreach drives revenue. Yet most teams only sell reactively, waiting for the phone to ring or a customer to walk through the door. That means opportunities to re-engage, upsell, or prompt a reorder go unnoticed.

Here’s how distributors can stop leaving money on the table—and start building habits that bring customers back again and again:

 

1. Don’t Wait for Customers to Call You

Relying solely on inbound sales is like fishing without bait. You’re counting on someone else to take the first step—which means missed reorders, lost accounts, and flat growth. The fix? Proactive selling.

What to fix:

  • Reps only contacting customers when they ask for something
  • No follow-up process to check in on past quotes, orders, or conversations
  • Dormant accounts going cold without ever hearing from your team

How: Set up simple re-engagement workflows using standardized messages, making proactive selling easy. Whether it’s a quick reorder reminder, a seasonal product nudge, or a "just checking in" note, the goal is to restart conversations before customers go elsewhere.

Result:
Your team fills the funnel without waiting—and you drive orders without adding headcount.

2. Build Repeatable Outreach Habits

Even your best salespeople need structure. Without a clear process, proactive selling becomes inconsistent or forgotten altogether. And if it’s not easy, it won’t happen.

What to fix:

  • Outreach depends on memory or initiative instead of a plan
  • No templates, triggers, or tools to guide daily follow-ups
  • Inconsistent engagement across reps, branches, or territories

How: Create templates your team can reuse and build triggers into the workflow—like time-based reminders for reorders or prompts based on job timelines. The easier you make outreach, the more likely it is to happen.

Result: Outreach becomes a habit, not a hassle—and sales activity becomes measurable, consistent, and easier to scale.

3. Turn Dormant Accounts into Daily Wins

Some of your best leads aren’t new—they’re former customers who haven’t ordered in a while. But if no one’s reaching out, they’ll stay lost. Proactive messaging is the fastest way to bring them back.

What to fix:

  • No system to track or prioritize dormant customers
  • Infrequent check-ins that leave money on the table
  • Sales teams unsure who to reach out to next

    How:

Use your existing customer data to identify who hasn’t ordered recently, and launch re-engagement campaigns—short, helpful messages that reopen the door.

The result:
You re-activate accounts you already earned once—boosting order volume with less effort than finding brand-new customers.

Bottom Line: Growth Comes from the Reach-Out, Not the Wait

Sales don’t just happen—they’re sparked. The distributors seeing the biggest wins aren’t sitting back hoping customers will reorder. They’re making it easy for teams to reach out, restart conversations, and drive repeat business.

You don’t need more people. You need more process. And the more proactive your team becomes, the more your revenue grows—day by day, message by message.

 

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Key Highlights

  • 1. Stop Bouncing
    Between Inboxes
  • 2. Keep Everyone
    in the Loop Automatically
  • 3. Keep Customer Info
    Consistent Across Channels