For distribution companies to be effective, understanding customer demand and requirements is vital. Intelligent Account Management provides a comprehensive and ERP integrated approach to customer relationship management that drives growth, efficiency, and customer satisfaction for distributors.
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: Access a complete customer overview for informed decision-making.
AI-Driven Insights
- Access Predictive Analytics: Analyze customer data to forecast behaviors and trends and make key sales decisions.
- Proactively Manage Issues & Opportunities: Identify missed opportunities and address customer needs before they arise.
- 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 portfolio, from GP% to margin, and see which customers have purchased specific products over time.
- Access Real-Time Data: Get up-to-date analytics for quick decision-making.
- Optimize Sales Performance: Monitor and elevate sales strategies.
Mobility for On-the-Go Access
- Get Real-Time Updates: Access and update CRM data from anywhere.
- Enhance Agility: Ensure instant customer interaction capture.
- 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 service.
- Get Real-Time Predictions: Use analytics to anticipate and resolve issues.
- Improve Resolution Rates: Increase customer satisfaction with proactive support.
We Know Distribution:
20 Years of Experience and 1000+ Customers
“This is unlike anything we’ve used before, the software takes the hard work out of data analysis, turning large data sets into easy to understand results.”
-Peter Baines, Information Manager at International Timber
View our customer case studies here.
Guided Selling in Action
After integrating a guided selling tool, Essendant Office Products saw immediate uplifts in their marketing efforts including:
Additional Resources
The 2024 State of CRM Report
Insights from 800+ sales, marketing, service, and IT leaders around the world on what new CRM activities leading organizations have adopted.
Connecting the Manufacturing Value Chain
Uncover the potential of connecting CRM and ERP to streamline the customer purchase journey across both systems.
Maximizing Profit from Quote to Sales to Service
Watch this on-demand webinar where industry experts discuss RevOps best practices in the industrial, manufacturing, and distribution sectors.