A distribution CRM is a software tool that helps distributors monitor customer orders, monitor product orders, produce invoices/quotes, and automate marketing efforts. CRM systems can be extremely beneficial for distributors, even though they may be seen as a way for managers to control salespeople more closely. Once the system has been proven to be useful, salespeople will wonder how they ever managed without it.
Perhaps the most important feature you should look for is the ability to help forecast sales for the upcoming month and year.
Basically, with Sales & Forecasts by Product of our CRM for Wholesalers and Distributors you can view your sales (won deals) based on the products you sold and the products added to your “quotes”, based on expected closing date.
Also, Sales forecasts are also a very important tool for provisioning.
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.
Moreover, your quote template can be customized (and translated in any language) for each team, and 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).
A sales pipeline will help you visualize your sales process. In other words, it will show where your deals are!
A visual sales pipeline makes goals easier to achieve by breaking any process down into trackable tasks and it can make the difference in your bottom line.
Your sales teams have a complete view of your customers with a single sales and service solution, that integrates with your internal systems.
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.
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.
We know well that as a wholesaler or distributor you have to meet every customer’s need. New or existing customers expect a seamless presence and fast responses, no matter who on your team is contacting them.
Managing customers accounts in a centralized database and having a 360-degree view of all deals will optimize the distribution businesses. CRM applications in the distribution industry include customer contact information, contact management, activity planning, calls, quotes, invoices, and a visual pipeline for managing opportunities, according to the business objectives of each distributor or wholesaler. Furthermore, the possibility to customize the database fields and integrate with ERP software make Onpipeline the best CRM solution for distributors and wholesalers.
For any information, please contact our sales team.