Step 1
Capture the request
Collect business name, requested products, quantities, delivery deadline and destination so the first conversation can address the actual request.
All industries
AI & automation for Retail & Ecommerce
Keep wholesale conversations connected to fulfillment.
A wholesale inquiry needs answers about products, quantities and delivery before it becomes an order. We help retailers connect those conversations to stock checks and fulfillment follow-up, so the next person can see what was promised and what still needs confirmation.
Bring one recent example and the tools your team uses. We will discuss where a focused improvement could help.
A workflow to start with
See what changes in the day-to-day work.
Illustrative workflow: An independent retailer receives a wholesale request for 120 gift sets. The buyer wants a delivery date that the team has not checked against available stock.
Step 2
Review the fit
Check stock and fulfillment capacity before committing to a delivery date.
Step 3
Assign the handoff
Confirm available stock; verify the delivery address; assign the shipping-date check.
Make the first project measurable
Decide what better looks like.
Pick one workflow, one responsible person and a review date. Record how it works today, then try the agreed change on a small set of real work before expanding it.
- Measure the starting point
- Wholesale inquiries missing quantities or destination; promised order updates without an owner.
- Check the handoff
- The account owner has checked stock in the commerce system and recorded the agreed customer update. A requested delivery date is clearly distinguished from a confirmed one.
These are suggested evaluation criteria. Your baseline and pilot determine the result.
Practical platform recipes
Put the pieces to work for your business.
When a connected workspace fits your needs, combine Command Center features and plugins around a specific job. These guides show the setup, the steps and the result to check.
Retail & Ecommerce
Follow a wholesale inquiry through review
Capture business name, requested products, quantities, delivery deadline and destination and assign a reviewed next step.
- Form builder
- Contacts
- Pipeline
- Pipeline follow-up
Retail & Ecommerce
Assign commitments for an agreed wholesale order
Confirm available stock; verify the delivery address; assign the shipping-date check. Keep each commitment linked to the source meeting.
- Calendar connection
- Meeting preparation
- Meeting commitments
- Work
Choose the right scope
Build around the tools and people you have.
We start with your business goals, map the work, and agree on one useful improvement. Command Center is an option when shared customer context and reviewed work would help your team.
Available in Command Center
Contacts, pipeline, forms and assigned work provide the shared foundation. Enable the plugins in each recipe, review the proposed action, and check its saved result.
Explore platform featuresScoped for your business
Storefront checkout, inventory synchronization and order fulfillment require a separately scoped integration or your existing specialist software.
Custom systems and integrationsSupported after launch
Agree on training, operating responsibilities and ongoing support. Measure response time, missed follow-ups or handoff completeness against your own starting point.
Training and optimizationBefore you begin
Common questions
Do we need to replace our existing software?
No. We review your current tools first. A focused integration, custom workflow or training project may be sufficient. A shared workspace is useful when your team needs connected context and responsibility across tools.
What affects the scope and cost?
The work depends on the systems involved, the quality of the source information, who can approve changes and the support your team needs. We agree on those details and a useful first deliverable before setting the implementation scope.
Can you support a Chicago business?
Accelerate is headquartered in downtown Chicago and works with businesses across Chicago and the suburbs. See our Chicago services and headquarters.