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CRM & Sales Software for Retail and Consumer Brands

HELM helps retail brands and consumer goods companies manage B2B sales, wholesale accounts, and retail partnership development.

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HELM for Retail Sales Teams

Retail and consumer brand B2B sales — selling into retail chains, managing wholesale accounts, developing retail partnerships — requires systematic account management, regular buying cycle tracking, and territory coverage across retail networks. HELM provides the CRM tools for managing all of this, with AI assistance for prioritising accounts and maintaining consistent contact across large retail account portfolios.

Common Challenges HELM Solves in Retail

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Wholesale account management

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Retail buyer relationships

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Brand partnership development

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Franchise development

HELM OS for Retail

Join retail sales teams using HELM to manage their pipeline, coach their reps, and grow their revenue. Get started in minutes — no technical setup required.

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Frequently Asked Questions

HELM supports retail account management through: retail account hierarchy management (parent retailer and individual store location tracking), buying cycle calendar management, range review preparation, promotional planning tracking, and reorder and restock opportunity identification based on purchase history and seasonal patterns.
Yes — HELM's account hierarchy management allows brands to track relationships at multiple levels: head office buyer relationships, regional buyer contacts, and individual store manager relationships. This multi-level visibility is essential for managing large retail chain accounts effectively.
Yes — HELM's territory management and field sales tools support retail field sales including store visit planning, call cycle management, in-store activity logging, and promotional compliance tracking. Field reps can use HELM on mobile to log store visits, capture in-store intelligence, and manage their territory coverage efficiently.

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