Blog posts

Get to know Casey, the first AI Copilot built for distributor sales reps

Generate instant insights and learn everything you need to know about items and accounts, with your new AI Copilot, Casey.

Prioritizing the important things

As a distributor sales rep (DSR), there are a near-unlimited number of ways you can call on and check in with customers throughout the day… with a limited number of hours to work with. What makes smart DSRs effective is the ability to prioritize the most important accounts to call in on and the items you can recommend and promote that make sense for their business.

Unfortunately, finding which accounts are most valuable to call can be a ton of work. From filtering through spreadsheets to find which accounts could potentially be ordering more to calling back to the office to have your coworkers comb through invoices, the manual work it takes to effectively prioritize your accounts is what slows down DSRs and adds hours to the work week.

Not anymore. Casey, the new AI-powered Copilot powered by Pepper, makes uncovering insights as easy as asking a question. Check it out:

Get to know Casey

Your new copilot comes loaded with all of the information reps might need when it comes to prospecting new accounts or calling on customers. Common questions include:

  • Which accounts are past due?
  • What are my sales at this account for the last week/month/year?
  • What are my top 5 best selling items each week over the last month?
  • What are my top 5 selling items by {ingredient}? 

Casey comes loaded with all of your account and item data, meaning you can ask it practically anything related to the Pepperverse and get an answer. We’ve written about the importance of AI for distribution in the past - now we’re giving DSR’s a way to put these tools to use, saving time and being a valuable resource for customers.

An Industry First for DSRs

Something important to call out is that Casey isn’t just an ordinary chatbot. Trained on years of distribution-specific data, we’ve crafted a copilot that gives DSR’s everything they need to be a value-add to their customers. Casey is different than other chatbots in a few ways:

  • ChatGPT and open-source chatbots are a great way to distill information, but don’t have the context of distribution to make sense of a lot of questions that DSRs might ask. On top of that - AI hallucinations can mean that answers that these chatbots spit out may not even be accurate.
  • Other industry AI tools are made with the operator in mind, as a way to replace a lot of the DSR and operator back-and-forth with AI. Casey is a DSR-facing copilot, giving the sales rep quick insights into how to be more valuable to the customer and build the relationship.

Pepper believes that AI is here to make the DSR/customer relationship more important, and not just an add-on or afterthought to the product. We strive to push the industry forward with helpful inclusions of AI tools, and the benefits that distributors realize using Pepper is a testament to how our products help independent distributors everywhere.

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Blog posts

Get to know Casey, the first AI Copilot built for distributor sales reps

Oct 09, 2024, Written by Nick Ziech-Lopez

Prioritizing the important things

As a distributor sales rep (DSR), there are a near-unlimited number of ways you can call on and check in with customers throughout the day… with a limited number of hours to work with. What makes smart DSRs effective is the ability to prioritize the most important accounts to call in on and the items you can recommend and promote that make sense for their business.

Unfortunately, finding which accounts are most valuable to call can be a ton of work. From filtering through spreadsheets to find which accounts could potentially be ordering more to calling back to the office to have your coworkers comb through invoices, the manual work it takes to effectively prioritize your accounts is what slows down DSRs and adds hours to the work week.

Not anymore. Casey, the new AI-powered Copilot powered by Pepper, makes uncovering insights as easy as asking a question. Check it out:

Get to know Casey

Your new copilot comes loaded with all of the information reps might need when it comes to prospecting new accounts or calling on customers. Common questions include:

  • Which accounts are past due?
  • What are my sales at this account for the last week/month/year?
  • What are my top 5 best selling items each week over the last month?
  • What are my top 5 selling items by {ingredient}? 

Casey comes loaded with all of your account and item data, meaning you can ask it practically anything related to the Pepperverse and get an answer. We’ve written about the importance of AI for distribution in the past - now we’re giving DSR’s a way to put these tools to use, saving time and being a valuable resource for customers.

An Industry First for DSRs

Something important to call out is that Casey isn’t just an ordinary chatbot. Trained on years of distribution-specific data, we’ve crafted a copilot that gives DSR’s everything they need to be a value-add to their customers. Casey is different than other chatbots in a few ways:

  • ChatGPT and open-source chatbots are a great way to distill information, but don’t have the context of distribution to make sense of a lot of questions that DSRs might ask. On top of that - AI hallucinations can mean that answers that these chatbots spit out may not even be accurate.
  • Other industry AI tools are made with the operator in mind, as a way to replace a lot of the DSR and operator back-and-forth with AI. Casey is a DSR-facing copilot, giving the sales rep quick insights into how to be more valuable to the customer and build the relationship.

Pepper believes that AI is here to make the DSR/customer relationship more important, and not just an add-on or afterthought to the product. We strive to push the industry forward with helpful inclusions of AI tools, and the benefits that distributors realize using Pepper is a testament to how our products help independent distributors everywhere.

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