Our CRM provides tools that enable sales team members to sell more products, connect with more clients, and do it all with efficiency and productivity. 

Our behavior-driven design makes sure that the data needed is always only a click or two away. The sales rep dashboards make sure that the most important information is always right in front of you.

The benefits of integrated e-Commerce systems are that they allow users to provide improved customer service and make space for upselling and cross-selling opportunities. 

Because sales reps can place orders directly from the CRM, they can assist customers by creating orders for them, or updating and completing orders as needed. Integrated e-Commerce allows visibility, and therefore cuts down on abandoned carts, as reps can follow up on incomplete orders and help troubleshoot problems with customers.

Automatic goal tracking and one-click report generation can transform how you use data to drive productive behaviors and empower sales teams, by using a suite of metrics and analytics allowing you to visualize sales and performances.

With one-click report generation, you can see in an instant how teams and individuals are faring with their sales goals.

Get a clear sense of how individuals and teams are doing with daily and monthly KPIs that you select yourself. Set goals collaboratively so everyone is always on the same page.

Get alerts that notify you when you’ve met a goal or slipped off track. Alerts help you understand where you are in the process of achieving your KPIs.

Support seamless management of order entry, order placement, and fulfillment. Automate order confirmations, accept online payments, generate invoices, and provide real-time order tracking to keep your customers informed and satisfied.

Modern, cloud-based portal

Access your data anywhere, anytime, and from any device, desktop, laptop, or phone.  

Expedite the order placement process

With an AI-powered platform, your sales team will be able to see what products will sell best to each individual customer so you can get them what they need – when they need it – and speed up the customer’s ordering process. 

Another tool frequently used by reps is our “at-risk” functionality, which allows the sales team to keep on top of the accounts that have negative sales trends. All this makes it easy for a sales rep to navigate their day, so they know who to call, when to call them, and what to sell. 

Increase sales efficiency by optimizing lead flow

Consolidate various lead sources under one platform, standardize lead routing, and ensure all leads are managed by a clear set of rules and guidelines. With less time spent on managing leads, your reps and managers can spend their time on what matters, generating revenue.

• Improve sales velocity
• More revenue per lead
• Faster conversion times

Automatic lead distribution and customer insight dashboards keep sales teams effective and on target.

• Automatically assigned leads
• Performance indicators & goal tracking

Increase sales efficiency by optimizing lead flow

Custom rules

Sales managers have the ability to adjust how the leads are being distributed to the sales team.

Lead assignments

Leads are automatically assigned to reps based on set criteria and sales rep specialties.

Lead rotation

Leads are automatically rotated between reps when the relationship has stalled out.

Sales KPIs

Track real-time status of every account, rep, and lead, right at your fingertips. You can’t manage what you can’t track.

You Can’t Manage What You Can’t Track

Tracking leads is critical to understanding how your accounts are progressing, it’s an easily configurable and intuitive rule-based system, and you’ll know what’s happening at all times with real-time reporting metrics.

• Automated license verification prevents sales to customers with expired licenses
• Integrations with billing and ordering platforms centralize payment info
• Compliance automation reduce the manual effort needed to complete tasks

What is dual order entry?

Dual order entry allows reps to log into a customer’s e-commerce cart via the CRM, in order to answer questions, update an order, or complete a transaction. Having access to the same online cart as customers means better customer service and more opportunities for cross-selling and upselling.

Can I set custom pricing for different products, customers, and groups? 

Yes! We know distributors often have complex pricing structures and discounts, so we have flexible pricing management, including automated discount calculations, pricing rules, and saved prices. 

I use other systems, too. What integrations are available? 

Our CRM can integrate seamlessly with other ordering systems, payment collection platforms, email inboxes, and phone systems. 

Multi-location support

Handle inventory across multiple warehouses or distribution centers, providing complete visibility and control.

Will the CRM be easy for all my employees to learn and adopt?

We make adoption easy, with a simple and thorough onboarding process and ongoing support. Plus, our platform is built to be intuitive, so it’s already easy to use.