The growth of e-commerce and the influx of new entrants into the industry have led to structural changes that impact almost every aspect of the landscape. However, customers remain at the center of the wholesale business, and the need to understand their purchasing behavior has never been greater.

To meet this need, SugarCRM provides users with actionable sales intelligence and insights into their customer base. As technology advances, understanding customer behavior remains crucial for success. Intelligent Account Management equips businesses with the confidence to tackle challenges and continue to grow.

Seamless Data Integration

Leverage a Unified Interface: Easily integrate CRM and ERP data into one platform.
Eliminate Silos: Consolidate all customer interactions and transactions.
Get a 360-Degree View: Analyze your sales data to highlight your top-grossing items, best and worst sellers, and those that generate the highest profit margins.

AI-Driven Insights

Access Predictive Analytics: With potentially thousands of inventory line items, distinguishing between low-margin and high-margin products is essential.
Proactively Manage Issues & Opportunities: Identify missed opportunities with ERP fed insights becoming a customer advisor with account snapshots. Building sellers confidence, while elevating customers interactions.
Tailor Your Approach: Customize marketing and customer service efforts based on real-time intelligence

Enhanced Sales and Buyer Enablement

Get Actionable Insights: Equip sales teams with your best-selling, most profitable products with just a few clicks, for happier, more effective salespeople.
Personalize Engagement: Enable efficient lead nurturing, newsletters and tailored interactions.
Optimize Execution: Leverage content sharing and personalized customer portals.

Comprehensive Customer Journey Mapping

Map the Journey: Manage the entire customer journey from start to finish.
Identify Critical Touchpoints: Pinpoint and optimize key interactions.
Personalize Experiences: Boost satisfaction and reduce customer churn with tailored engagement & offers.

Real-Time Analytics & Reporting

Create Custom Dashboards: Gain a comprehensive view of your entire inventory and see which customers have purchased specific products over time. Then with one click create a customer facing snapshot.
Access Real-Time Data: Automate the task of analyzing data, providing a better understanding of company performance and creating a proactive sales culture.
Optimize Sales Performance: Offer a complete customer view for the entire business, enabling the identification of valuable sales growth opportunities.

Mobility for On-the-Go Access

Get Real-Time Updates: Access ERP metrics and update CRM data from anywhere.
Enhance Agility: Ensure instant customer interaction are captured and next best actions are established.
Improve Operational Efficiency: Accelerate responsiveness and operational agility.

Improved Customer Segmentation & Personalization

Track Historical Views: Access and manage all customer purchases and interactions.
Segment Smarter: Create targeted marketing campaigns based on customer behavior
Achieve Higher Conversion Rates: Enhance customer satisfaction and increase revenue with personalized communications

Efficient and Proactive Customer Service

See Comprehensive Histories: Access and share detailed customer records for efficient customer service.
Get Real-Time Predictions: Use analytics to anticipate and resolve issues.
Improve Resolution Rates: Increase customer satisfaction with proactive support.

We Know Wholesale:
20 Years of Experience and 1000+ Customers

“We are using sales-i to identify when and where our margins may be slipping. If we are being undercut by a chain retailer, we know quickly and can work to rectify this for our customers.”