CRM AND WORKFLOWS FOR FOODSERVICE Talk to us

HATCHED ENABLED CRM

A clearer view of every customer relationship.

Bring account activity, opportunities and claims into one practical view, so teams can see what needs attention and what should happen next.

Discuss Hatched Enabled
Hatched Enabled CRM home dashboard showing follow-ups, pipeline, accounts, opportunities and recent activity.
Customer activity and sales pipeline

Make the system fit the work.

Customer records, product discussions and follow-up often sit across different tools and conversations. Hatched Enabled focuses on making the relevant context easier to find and the next agreed action easier to track.

Practical support for everyday sales work.

01

Customer and account records

Organise account details, relationship history and product requirements so teams can prepare with useful context.

02

Sales activity and communications

Keep relevant meeting notes, correspondence, decisions and commitments connected to the customer relationship.

03

Workflows and reporting

Clarify ownership, follow-up and visibility across agreed sales processes, account plans and reporting needs.

04

Practical AI assistance

Use AI where it helps organise information or prepare summaries. People review the output and remain responsible for decisions.

A CUSTOMER VISIT, BETTER PREPARED

Meet Hatchling, your AI sales assistant.

Before a visit, a rep can ask Hatchling for a concise account brief: what has changed, where sales may be softening, and what to explore next. A menu review can highlight possible product gaps for the team to check with the customer.

Illustrative example only. Insights depend on available, authorised data and should be checked by your team.

HatchlingAI sales assistant Visit brief
PRE-VISIT ACCOUNT REPORT

Harbour Street Café

Prepared for today's visit · Last visit 5 weeks ago

READY FOR VISIT
Sales, current period$4,280last 4 weeks
Comparable period$4,650same period last year
Year-on-year sales8% loweroverall account trend
01

Recent order history

Product activity and changes to raise during the visit

ProductOrder historyChange to discuss
ChipsOrders recorded in the account historySales down 26%
MilkLast order was 3 weeks agoReview the gap
02

Sales and buying trends

Recent sales are easing across the account

8% below last year
Sales by 4-week period$4,280 current
MayJunJulAugSep

Use the trend as a prompt to ask what has changed in demand, ordering or service.

03

Why this visit matters

Start with the change in the account, then make the conversation useful.

Confirm what is behind the sales decline and the milk order gap.

Check whether demand, menu changes, pricing, portion sizes, availability or service have shifted. Use the customer's context to agree the right response before discussing a broader range.

04

Menu opportunities

Menu items not currently found in the account's order history

Chipolata sausagesListed on the breakfast menu · not currently supplied
Introduce a suitable chipolata line
BaconListed on the breakfast menu · range opportunity
Discuss product, pack size and kitchen fit
Hash brownsListed on the breakfast menu · range opportunity
Offer a matching format for their service
Menu findings are indicative. Confirm the current menu and supply position with the customer.
05

Suggested conversation

Lead with the account's priorities, then test relevant opportunities.

UnderstandAsk what has changed in ordering, sales and customer demand.

CheckConfirm menu, price, portion, service and supply requirements.

ExploreDiscuss only the relevant menu opportunities listed above, and agree a practical next step.

Visit outcomeAgree the right product next step and a clear follow-up with the customer.
06

Visit notes and changes

Capture updates to order patterns, menu, range, service or next steps.

Prototype note saved in this browser.

End of visit brief · Review with your customer

Illustrative account details and menu observations

Start with how your team works today.

  1. 01UnderstandCurrent systems, friction and priorities
  2. 02ShapeAgreed scope, workflow and ownership
  3. 03Set upConfiguration and practical testing
  4. 04ReviewTeam feedback and next improvements

People stay in control.

Technology can help organise information and make follow-up more visible. Your team checks the context, sets priorities and approves important communications, commitments and commercial decisions.

Designed around foodservice relationships.

Food manufacturers, distributors and multi-site foodservice teams can have different account structures and ways of working. The right setup depends on your needs, existing tools and agreed scope.

ACCOUNT SUPPORT

Keep the detail connected to the relationship.

Account records can bring follow-up, opportunities and claims into context for the people managing the customer relationship.

Hatched Enabled CRM claim detail view showing a settled claim and its account context.
Claim detail within an account record

Illustrative Hatched Enabled CRM screens.

Start with the work that is getting harder to manage.

Tell us where customer information, sales activity or follow-up is becoming difficult to keep on top of. We can discuss the context and whether Hatched Enabled is a fit.

Discuss Hatched Enabled