CRM for Distributors
& Wholesalers

Manage customer interactions & integrate with your ERP to view shipments and inventory in one central location.

What is CRM?

A CRM software for Distributors and Wholesalers is a tool that helps manage customers. It also helps track product orders, produce invoices/quotes, and automate marketing efforts. 

CRM helps distributors, although some view them as tools for salespeople monitoring. Salespeople will be amazed by how useful the system is and how much it improves their work.

Key Benefits

A CRM system helps Distributors and Wholesalers see all the details about each customer. This includes what they like to buy and have bought before. It also includes what they do, any problems or things they asked for, and their shipping details. 

Wholesalers and distributors can better meet customer needs by understanding them in detail.

Increased sales and efficiency

A CRM system can do lots of jobs , such as adding data, handling leads, setting up follow-ups, and invoicing. Automation helps Distributors and Wholesalers make money by finding and closing deals. Sales managers can use a CRM to track and analyze agents performance.

Enhanced customer engagement

A CRM system helps Distributors or Wholesalers keep track of customer communication in one place. They can use it for different channels. Sales representatives can respond quickly to customer queries and concerns in real-time. This builds stronger relationships with customers.

Improved inventory

CRMs help Distributors and Wholesalers see demand better, so they can avoid stocking issues and costs. Businesses can react better to market changes and lower costs by using CRM to predict demand.

Increased supplier collaboration

A CRM can help wholesale businesses better collaborate with suppliers and buyers. It does this by gathering insights into supply chain partners. This includes delivery timelines and price fluctuations, leading to increased efficiency.

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Forecast your Sales

One important feature to look for is the ability predict future sales.

You can see your sales and forecasts for products in our CRM. It shows the products you sold and the products in your quotes, based on when deals are expected to close. Also, Sales forecasts are also a very important tool for provisioning.

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Offer Management

Professional sales quotes can be easily created from deals in 2 minutes, an you have the option to export as a PDF or send the offer from your email address.

In addition, you can customize your quote template for each team and translate it into any language. Also, you will use your own predefined pricebook.

New quotes can be subject to team leader/admin approval before the team members can send them to the customer.  Also, you can generate an unlimited number of quote revisions for each deal and access them from one central screen (quote history).

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Make prospects ready to buy

A sales pipeline will help you visualize your sales process. In other words, it will show where your deals are!

A visual sales pipeline helps you achieve goals by breaking processes into trackable tasks. It can improve your bottom line!

Your sales teams can see all customers using one solution that works.

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Invoices

Fully integrated invoicing software. Create multilingual and multicurrency Invoices (or Credit Notes) and send them directly to your clients in just a click.

You can send custom reminders or overdue notices, register payments and, most important, automatically turn Quotes or Subscriptions into Invoices. Use the status overview to keep track of drafts, paid and unpaid invoices. You can also create different businesses with different templates.

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Automations

Automate and simplify processes across front and back-office. In a nutshell, you can save time on recurring tasks like manually sending emails or creating follow-up activities. 

For example, you will be able to send an email when a new contact is added, create an event when the deal is moved into a specific stage, automatically reassign a deal to another owner based on certain conditions, etc.

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Understanding the unique needs
of Wholesalers and Distributors

We fully grasp the challenges that wholesalers and distributors face in catering to the diverse needs of every customer. Whether dealing with new or existing clients, the demand for a seamless presence and swift responses is ever-present, regardless of the team member reaching out.

Streamlining Operations with CRM Solutions

Effectively managing customer accounts within a centralized database and gaining a comprehensive 360-degree perspective on all transactions can significantly optimize distribution businesses. This is where the power of CRM applications steps in. 

Our CRM solution is specifically designed to address the requirements of Distributors and Wholesalers . It encompasses essential features like customer contact information, contact management, activity planning, call logs, quotes, invoices, and a visually intuitive pipeline for efficiently managing opportunities. These features can be seamlessly tailored to align with the distinct business objectives of each distributor or wholesaler.

The Power of Customization and Integration

What truly sets Onpipeline apart as the ultimate CRM solution for distributors and wholesalers is its ability to adapt and enhance the way you operate. Our CRM software is not just about customer data; it’s about optimizing every facet of your distribution business. Moreover, customization options empower you to configure database fields to suit your unique workflow. Seamlessly integrating with ERP software further ensures that your entire operation functions as a unified, synchronized whole.

Synchronized Marketing Efforts

Beyond its core capabilities, our CRM solution seamlessly integrates with email marketing efforts. This means that you can effortlessly align your communication strategies with your customer engagement. The result? A harmonized customer experience that builds loyalty and drives growth.

User-Friendly Interface for Optimal Efficiency

Understanding the busy nature of your industry, we’ve designed our CRM software with a user-friendly interface. Navigating through customer data, tracking interactions, and managing leads becomes a smooth and intuitive process. This efficiency allows your team to spend more time building relationships and less time dealing with cumbersome processes.

Seamless Integration, Maximum Results

In conclusion, our CRM solution for Distributors recognizes the distinct challenges and dynamics of the distribution industry. With a seamless integration of key features like email marketing, customizable database fields, user-friendly interface, and efficient inventory management, Onpipeline is more than just a CRM. It’s a tool that empowers distributors and wholesalers to exceed customer expectations, streamline operations, and fuel growth in a dynamic marketplace.

Try Onpipeline completely Free and without limits for 30 days

No contract and no credit card required. Fully operational account. You can try and confirm the same settings by placing an order, or simply let the trial period expire.

Get started

Onpipeline™ is a cloud-based Sales CRM. You can manage leads, customers, deals, activities, and the entire sales process from anywhere.

Should you have any questions about features, pricing or anything else, please contact us

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