Repeat revenue is a record-keeping problem first
Before campaigns and SMS blasts, you need one customer name, one phone, and one open balance. Duplicate records are how debt hides and how "VIP" buyers get treated like strangers.
What to track for B2B and regular walk-ins
- Ledger balance after every on-account sale. Not a notebook beside the till.
- Aging buckets. 0-30, 31-60, 61+ days. Collections start with visibility.
- Credit block for risky accounts. Software should stop new credit sales when policy says stop.
- Contact history in CRM. Calls, visits, and promises logged where managers can see them.
- Mass SMS when appropriate. Payment reminders and promos from the same customer list, not a separate CSV export.
Loyalty vs discipline
Points and tiers can come later. Most Kenyan wholesalers first need trustworthy AR and staff who cannot extend credit silently. Biashara ERP ships customer ledgers, aging, blocking, CRM leads, and mass SMS today. Earn rules exist; redemption matures over time. Focus on collections before coupons.
Read also: customer credit on the shop floor.
Biashara support