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Today’s distributors need to increase sales productivity, reduce sales cycles, lessen costs, decrease response times, improve customer service and measure all activities in a single platform.
CRM for Distribution is a Microsoft Certified Solution that is built upon the most comprehensive CRM solution available, Microsoft Dynamics 365. It melds powerful sales force automation capabilities with fully integrated, real time data from your ERP solution. Your sales teams can roll-up or drill down into detailed data by customer, vendor, sales, representative or supplier – all the way to the individual line item details of transactions, allowing them to build a holistic and comprehensive picture of an account or opportunity.
CRM for Distribution includes DataSyncCloud which is a subscription based integration engine that puts all of your mission critical ERP data to work within the application. This includes Customers, Ship-to’s, Vendors, Suppliers, Sales History, Orders, Quotes, Contacts, Invoices, Items, Inventory and much more. All of this data is available via clearly laid out, actionable dashboards and views. Each dashboard has charting capabilities and can be drilled down into deeper specifics about any order, customer, supplier, etc.
CRM for Distribution is natively integrated with Microsoft 365. This solution is available on desktops, laptops and mobile devices including the iPad, iPhone, Android, Windows Surface, Smartphones and Tablets.