Uncover the powerful features of our CRM for Distributors solution, powered by Microsoft Dynamics 365 Sales, in this brief video tutorial. Here’s what you can learn.
Account Management in CRM
Account management features in the customer relationship management (CRM) system can help you efficiently manage customer accounts, provide quick access to customer information, display detailed transaction history, and provide customizable dashboards for data visualization and insights tailored to your specific business needs. Critical points of account management in the CRM include:
- Centralized customer data: A CRM system can store detailed customer information in one place, allowing easy access to your active customers and their contact details.
- Transaction history: It tracks purchase history, orders, and other transactions, providing a detailed view of customer interactions.
- Data visualization: Dashboards present complex data in a visually appealing way, enabling more straightforward interpretation and identification of trends.
- Customization: Users can tailor dashboards to focus on the metrics most important to their business needs.
Further, help improve data integrity through enterprise resource planning (ERP) or accounting system integration. Data synchronization between your CRM and ERP systems can provide many potential benefits. This integration can create a “single source of truth” for your business. Customer information, sales orders, product details, and pricing can be automatically updated in both CRM and ERP systems, helping you maintain consistent data and reduce duplicate data. In addition, with customizable role-based permissions for account management, CRM users can view accounts receivable information and more within the CRM platform.
Tracking Opportunities in CRM
Stay on top of your sales opportunities with an intuitive sales process ribbon built into the CRM system and opportunity records. Weigh the likelihood of deals closing and their expected close dates, feeding this information into your sales pipeline management reports and dashboards. Gain easy-to-understand insights and leverage sales management features to go over gross profit, revenue, and volume in your pipeline. With custom reports and charts that offer drill-down capabilities, you can track sales stages and view advanced insights on pipeline accuracy through custom dashboards.
Equipment Tracking in CRM
This unique CRM for Distributors module keeps track of the equipment you rent or loan to customers. Each equipment record includes detailed equipment information fields and tracking history linked to the relevant accounts through the “Account Equipment Associated View.”
Discover More
CRM can be a valuable tool for distributors by helping them improve sales efficiency, track customer data, and generate reports to help leadership make informed business decisions. Our CRM for Distributors provides customized, configurable, useful features to help streamline your distribution operations. For a deep dive into the system, watch our on-demand webinar, “How Distributors Can Use CRM to Set, Track, & Manage Sales,” or connect with us to learn more or schedule a personalized demo.
Case study: Hampel Oil Implements CRM for Oil & Gas to Help Improve Customer Relationships