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CRM Strategy: Monitoring Order Frequency

For companies with recurring customer orders, staying ahead of late reorder patterns is key. That’s why we built a tool inside Sage CRM (integrated with Sage 100) that calculates each customer’s average order frequency and flags delays.

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If a customer normally orders every 12 days and it’s been 18, the account manager sees a clear red warning. You can also view summaries in dashboards or trigger email alerts when thresholds are missed. It’s a simple, proactive way to prevent churn and boost retention.

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