Peitho - intelligent B2B sales

Peitho – intelligent B2B sales from analysis to offer in minutes

Peitho is a family of solutions with one common denominator: the salesperson should approach the customer with an offer built on the company’s knowledge, not with a blank sheet.

The first prototype of this idea was LeadFold (2025). The implementation described here is Peitho for distribution: the same philosophy implemented in the environment of a salesperson working with Quantis data, peer group, and an ML engine.

Peitho is a React application built on the Iris framework that combines Quantis recommendations, offer generator, and direct export to ERP in a single workflow.

The source of data and recommendation logic for Peitho is the Quantis Next Best Actions module (NBP/NBA, churn signals, peer group): see the Quantis Next Best Actions implementation.

Problem: the salesperson has data, but where is the offer?

Import and distribution companies accumulate huge resources of transactional data. Quantis processes the history and generates recommendations, but the salesperson needs a form they can act on immediately.

  • Manual rewriting of recommendations into ERP and Excel.
  • Lack of quick preview of customer churn risk.
  • Invisible cross-sell opportunities without peer group analysis.
  • Hours of operational work instead of a sales conversation.
Salesperson's problem: the data is there, but the offer requires manual work

Solution: one system from segmentation to export

Peitho combines five modules into a linear salesperson workflow:

  1. Customer selection: customer profile, recency, 90-day sales, segment, responsiveness.
  2. Peer Group and cross-sell gaps: comparison of the customer’s basket with similar companies.
  3. NBP and Churn Risk: up to 50 recommendations + churn risk classification.
  4. Offer generator: discounts and quantities per SKU with live inventory preview.
  5. Export: Excel to Comarch ERP XL/Optima and PDF for the customer with one click.
Peitho solution: one system from customer segmentation to offer export

NBP and Churn Risk: the right product at the right time

The NBP engine in Quantis goes through layers of Source Groups, Candidate Groups, Candidate SKU, and Final NBP/NBA so that the salesperson receives a list of actions instead of raw data.

  • up to 50 product candidates per customer,
  • product prioritization also based on margin and turnover,
  • 3 types of NBA actions: cross-sell, recover, group.

The Churn Risk module monitors the customer’s entire active product portfolio – from hundreds to thousands of items – and classifies them into Critical, High, Medium, Low levels based on score and gap ratio. The salesperson sees the condition of the customer’s portfolio at a glance.

NBP and Churn Risk: recommendations and sales action priorities

What you really see in the Peitho – Quantis interface

Based on the production screens of Peitho – Quantis, you can see that the system guides the salesperson through a consistent workflow, not through scattered reports:

1) Process navigation

The Offers, Pipeline, Customers, NBA and Config tabs organize work from customer segmentation to final export.

2) Customer segmentation and profile

The starting view shows key customer metrics (incl. recency, 90d sales, responsiveness, number of orders) and the customer’s share vs peer group.

3) Churn / Next Best Products

ABC, movement, NBA and churn filters allow quick narrowing of the product list and transition from a risk signal to a specific sales recommendation.

4) Offer generator

The salesperson sets quantity and discount per SKU, and the system immediately recalculates inventory status after the offer and stock coverage after planned sales.

5) Product details drawer

The side panel shows inventory, velocity, MOQ, lead time and offer impact, so sales decisions are made based on current operational data.

6) Sectional work

Key blocks can be expanded and collapsed, allowing the user to focus on the current stage without information noise.

Offer generator and ERP export

  • Live inventory status: days of stock, velocity, MOQ, lead time and stock coverage after the offer.
  • Configuration per SKU: independent discounts and quantities with instant calculation.
  • Promotion name consistent with ERP: ready for import to Comarch ERP XL or Optima.
  • 2-in-1 export: XLSX to ERP + PDF catalog for the customer.

Operational effects of automation

IndicatorEffect
Offer preparation timeFrom customer analysis to ready export in just a few minutes, without manual rewriting of items
Product suggestionsThe system automatically suggests products based on NBP, peer group and customer purchase history
Salesperson action prioritiesThe system indicates which items require cross-sell, recover or churn intervention
Products under controlFull active customer portfolio – from hundreds to thousands of items
Recommendations per customerup to 50 product candidates
Export formats2: Excel to ERP and PDF catalog

Integrations and technology

  • Quantis: analytical-predictive engine (NBP, NBA, Peer Group, Churn Risk).
  • Quantis Next Best Actions: input data layer for Peitho – customer profiles, product suggestions and salesperson action priorities. Module details.
  • Comarch ERP Optima / XL: import of promotions and orders.
  • Iris Framework: React + routing + state, component architecture.
  • ML: XGBoost, KMeans, time-series gap analysis.

Who is Peitho for

  • for import and distribution companies with active B2B sales,
  • for organizations using Quantis as an analytical engine,
  • for teams working on Comarch ERP Optima or ERP XL,
  • for companies that want to replace manual offer creation with an automated data flow.

Peitho is not a reporting tool. It is a tool for a salesperson who approaches the customer with a ready offer, not with an Excel spreadsheet.

Peitho works with the Quantis ecosystem

Learn more about the analytical engine that powers Peitho and subsequent sales modules.