Increase sales productivity, decrease response times, and provide better overall customer service than the competition.
Take sales to the next level with predictive analysis and actionable data at your fingertips.
Bi-directional integration with your ERP system provides a holistic picture of accounts for sales, marketing, and customer service teams.
Built on Microsoft Dynamics 365, CRM for Distribution is a customer relationship management (CRM) software platform designed to centralize all data pertaining to your current and future customers, so your teams can stay on top of their tasks.
Each Customer, Ship To, Vendor, Supplier, Order, Quote, Invoice, Contact, Items, Inventory, Pricing, Activities, Opportunities and more in one convenient place.
Keep track of orders, activities, and expenses. Understand the true profitability and “cost to serve” your customers.
With automated customer ranking, you can direct your sales and marketing teams to target your most valuable accounts.
Our experts are trained to customize, implement, and optimize Microsoft’s powerful CRM solutions for your business. Over the years, we have performed hundreds of successful Dynamics CRM integrations for wholesale distributors, enabling them to effortlessly manage their customers’ journey through a single platform.