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What is Oversee?

Overview of Oversee’s features & offerings.

Table of content
Overview
Search
By Filters
By Description
By Similarity
Flows
My Customers
👋
Hey there! Thanks for being an Oversee customer :) This is a starter guide for how to use our platform to maximize your wholesale growth.

Overview

Oversee is a tool that helps your brand find new potential wholesale leads, send automated email sequences, and manage your wholesale customers.
Oversee does 3 main things:
  1. Lead finding (Search)
  1. Automated emails (Campaigns)
  1. Wholesale customer management (My Customers)

Search

There are 3 ways to find leads.

By Filters

This method is ideal if your target can be easily summarized with store type, products, and keywords (e.g. home goods store that sells candles that are sustainable, organic)

By Description

This method is ideal if you have a very specific and niche target that is hard to explain with tags or keywords (e.g. local clothing store that caters to ranching fathers)

By Similarity

This method is ideal if you already have your wholesale customers uploaded or synced (not ideal if you just onboarded to Oversee!)
 
To learn more about each of the search tools, check out the following links:

Flows

Flows are automated email sequences. These serve a different purpose from email blasts or campaigns that are more for one-to-many promotional purposes (e.g. newsletters) and are ineffective for B2B sales process — no one wants to respond to emails that are sent to everyone.
Instead, we designed Flows to feel a lot more like personalized emails with automated follow ups.
To learn more about Flows, check out these links:

My Customers

My Customers are communication-focused manage tool for your wholesale customers. We offer an integrated solution for understanding your wholesale clients coming from Faire & Shopify, their sales trend, contacts, etc. which helps you understand how and when to follow up.
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