Supplements · CRM
CRM for food and supplement ingredient providers
Today
Sales can't answer the question in the enquiry without forwarding it to technical, quality and regulatory first.
A generic CRM holds a contact, a deal and a note. It can't hold an assay range, an allergen statement, a sample lot or a claim condition, which is what your customers are actually asking about.
With Worldover
Worldover CRM connects enquiries, questionnaires, samples, quotes and follow-up to the grade, documents and evidence each one concerns.
Commercial teams answer technical and regulatory questions directly, with the correct document pack attached.
USED BY 250+ INDUSTRY LEADERS
The problem
Why generic CRM failssupplements ingredient provider teams.
Every enquiry becomes a relay
Sales forwards, technical replies, regulatory corrects, and the customer waits days for a paragraph.
Samples fall out of the pipeline
Sample requests are tracked in a spreadsheet, so nobody knows which are outstanding or what came of them.
Questionnaires eat expert time
The same twenty questions arrive in a new template every month and are answered from scratch each time.
A working day
A technical enquiry lands
A supplement manufacturer asks for assay range, allergen status, a certificate of analysis and a sample.
Today: three internal handoffs before a partial answer goes out.
In Worldover: the enquiry opens against the grade, with assay, statements and documents already attached.
The sample is raised with its lot, certificate of analysis and specification in one pack.
Follow-up, trial feedback and the eventual quote stay on the same record.
How it runs
How CRM worksinside Worldover.
01
Enquiries open against a grade
The technical context is present from the first message, not requested later.
02
Samples are tracked as work
Lot, certificate of analysis, quantity, purpose and outcome are recorded against the customer.
03
Questionnaires draw on evidence
Held allergen, GMO, origin and audit answers populate customer templates.
04
Commercial follows technical
Quotes and forecasts sit on the same record as the trial that justified them.
What's in it
The detail behindCRM.
Quote Management
Central costing matrix with detailed breakdowns and quote management per product.
Central costing matrix
A flexible costing matrix holding categories such as equipment, administration, shipping and labour.
Detailed costing breakdown
Each category breaks into line items, each with fixed and variable costs.
Costing modules
Cost against packaging ratios, vessel sizes and other real production variables.
Quote management
Manage every quote associated with a product.
Customer Portals
Share your catalogue, data and documents with customers under permission control.
Permissioned sharing
Share data and documentation with customers through a portal, with permission control over exactly what is shared.
Product catalogue
Publish a live catalogue of the products you sell, drawn from the same records as your stock and documentation, so pricing, pack sizes, grades and availability are never out of date.
Catalogue search and filtering
Customers search and filter your catalogue by product name, INCI or CAS number, function, origin, certification or grade, and open the linked SDS, CoA and specification from the listing.
Catalogue visibility control
Decide which customers or customer groups see which products, prices and documents, so distribution agreements and territory restrictions are respected automatically.
Sample and quote requests
Customers request samples, pricing or quantities straight from a catalogue listing, and the request lands against the product and account record rather than in an inbox.
Product brochures and dossiers
Generate branded product brochures and dossiers straight from the product record, pulling current specifications, certifications, origin statements and SDSs into a single shareable document.
CRM
Contacts, accounts, pipeline and activity tracking linked to platform data.
Contact management
Centralised contact and account records linked to orders, products and documents.
Account and company management
Company records with subsidiary structures, key stakeholders and account history.
Deal and opportunity pipeline
Configurable pipeline with stage management, probability and deal value reporting.
Activity tracking
Emails, calls, meetings and tasks logged against contacts and accounts.
Task management
Tasks linked to contacts, accounts and deals.
Platform data integration
CRM accounts link to products, formulations, orders and regulatory records, giving one commercial and operational view.
The difference
Why the substance recordmakes the difference.
Your customer relationship is really a relationship with a substance. Keeping the enquiry on the substance record means sales, technical and regulatory work from one version of the answer.
Better together
What changes when CRMshares a record with the rest of your setup.
Willow
What teams actually askonce the record is in one place.
- Draft a reply to this enquiry with the assay range and current statements.
- Which samples are outstanding with this customer, and from which lots?
- Fill this supplier questionnaire from the evidence we hold.
Willow doesn't replace expert judgment. It removes the searching, re-keying and chasing between the systems that hold your answers.
Request a demo
We'll walk through your current workflow, then show the same workflow running on one record.
Research
Compared with the alternatives
If you're still building a shortlist, these break the market down side by side.
- GuideWhy generic ERPs fail substance businessesThe data model problem behind most failed implementations.Read it
- ComparisonWorldover vs spreadsheets and shared drivesThe real cost of the stack most teams are still running.Read it
- ComparisonWorldover vs an in-house ERP and PLM stackBuild versus buy, with maintenance cost included.Read it