Manage Distributors From Visit to Renewal
Distributor relationships involve tracking who represents which OEM, what's been quoted, and when a contract needs renewing, usually spread across separate spreadsheets per distributor. Lavisho TT maps OEM and partner relationships directly on the account, shares quotes through secure links, and sends renewal alerts before a distributor agreement lapses unnoticed.
How does Lavisho TT support distributor management?
Lavisho TT maps OEM and partner relationships onto distributor accounts, generates numbered quotes with secure 7-day download links for distributors to share downstream, sends renewal alerts before agreements expire, and uses the AI Weekly Planner to schedule distributor visits by deal size and relationship strength.
Distribution businesses managing a network of distributors, their orders, and ongoing relationship health.
Problems we hear most often
- It's hard to track which distributor represents which OEM or product line.
- Quotes for distributors get shared over email with no tracking of what was sent.
- Distributor agreements lapse because nobody was alerted before the renewal date.
- Visit frequency to distributors isn't based on actual account value or activity.
- Distributor performance isn't visible against targets until a quarterly review.
What changes with Lavisho TT
OEM/partner mapping
Each distributor account records which OEMs or product lines it represents, kept alongside deals and contacts.
Shareable quote links
Numbered PDF quotations generate secure 7-day download links distributors can forward downstream.
Renewal alerts
Automated alerts flag upcoming distributor agreement renewals before they lapse.
AI-planned distributor visits
The AI Weekly Planner prioritises which distributors to visit based on deal size and relationship strength.
Distributor scorecards
Targets and scorecards track distributor performance continuously instead of at quarter-end.
Features you will use every week
OEM/partner mapping
Track which OEM or product line each distributor represents.
Renewal alerts
Automated warnings ahead of distributor agreement expiry.
Secure quote sharing
Numbered quotes with 7-day secure download links.
AI Weekly Planner
Score-weighted visit planning for distributor accounts.
Client health scoring
Flag distributor relationships showing signs of decline.
Multi-currency support
Handle distributors across regions with different currencies and exchange rates.
Route planning
Plan efficient visit routes across distributor territories.
A typical week
- 1
Map the relationship
The distributor account is set up with OEM/partner mapping and contacts.
- 2
Quote and share
A numbered quote is generated and shared via a secure download link.
- 3
Visit and monitor
AI-planned visits keep the relationship active, with health scoring tracking risk.
- 4
Renew on time
Renewal alerts fire ahead of the agreement expiry date.
Outcomes to expect
- OEM relationships are documented on the account instead of in someone's memory.
- Quotes are trackable and shareable without relying on email attachments.
- Renewals get flagged before the agreement lapses, not after.
- Distributor visits are prioritised by value, not by habit.
- Health scoring surfaces at-risk distributor relationships early.
Frequently asked questions
Can we track multiple OEMs per distributor?
Yes, OEM/partner mapping lets you record which OEMs or product lines a distributor represents on their account.
How do distributors receive quotes?
Quotes are numbered PDFs shared through secure 7-day download links that distributors can pass along their own chain.
How far ahead do renewal alerts fire?
Renewal alerts are automated and surface ahead of the expiry date so there's time to act before an agreement lapses.
Can we prioritise which distributors to visit first?
Yes, the AI Weekly Planner ranks distributor visits by deal size, win probability, relationship strength, recency, and close-date proximity.
Does it support distributors billing in different currencies?
Yes, multi-currency support with exchange rates handles distributors operating in different currencies.
Can we see which distributor relationships are at risk?
Yes, client health scoring flags accounts showing signs of decline before it turns into churn.
Is there a way to track distributor targets?
Yes, targets and scorecards track distributor performance continuously rather than only at review time.
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See Lavisho TT running with real sample data
Open the live demo workspace with sample customers, deals, visits and tasks, or start your own trial.