Distribution CRM

Distribution CRM

Microsoft Dynamics CRM for the Distribution Industry helps you to manage your complete sales process by creating and maintaining your relationships with resellers, managing cross-selling within your departments, importing quotations created in Excel to CRM, and much more. Metadata technologies provideDistribution CRM software for helping distribution industry .

"The CRM solution is the backbone of all our sales, marketing, and financial initiatives, and Microsoft Dynamics provides the right infrastructure to achieve this. This leading technology, coupled with Metadata's implementation excellence, provides a solid business platform that is instrumental in achieving our strategic goals."

-Mario Gay, Managing Director, Mindware (IT Distributor)

Today's Distribution companies are sourcing and selling globally while having to maintain localized availability and customer service levels. Faced with expanding inventories, geographies, and value-added services, they must seek new ways of adding value to their customers and at the same time, maintain profitability.

At Metadata we have been working with companies in the distribution industry to help them shorten their sales cycle and improve business efficiency by saving the revenue earlier wasted out on unintentional inefficiencies and channel them directly into increased shareholder value.

Are you looking to empower your team with:

  • 360-degree view of all partner & customer profiles and contacts.
  • Clear Visibility of Sales Pipeline and Sales Forecasting
  • A standardized format for outgoing quotations, automated follow-up and tracking system
  • Ability to capitalize on cross-selling opportunities
  • Capture new business opportunities through marketing campaigns.

You can now achieve this with Metadata's Distribution CRM which includes the below features:

Features Include:

  • Lead Management & Customer Segmentation
  • Opportunity Management
  • Price List Management
  • Advanced Quotation Management
  • Target Management
  • 360-degree view of Customers
  • Cross-Selling Management
  • Advanced Marketing Automation
  • Customized Dashboards for increased visibility of Sales Pipeline

Additional Features Include:

  • SMS Add on
  • Integration with existing back-office ERP  (visibility of Credit Control)
  • Customer Portal
  • CTI and Fax Integration
  • Auto Share Rules
  • Record Analytics and Account Summary Manager

For more enquiries on the features entailed in your industry vertical, please click here.