Announcing CRM For Distribution Availability!
In today’s competitive climate, selling your products and services is more challenging than ever before. Would not having to track through multiple systems; CRM, accounting or ERP, to get a picture of what your customers are buying or sales reps are selling be helpful? Have you dreamed about what it would be like to have all the information on your customers or how your sales team is doing at your fingertips?
Well your dreams have been answered with the CRM For Distribution product. This system is built on the most comprehensive CRM solution available, Microsoft Dynamics with true native MS Outlook support. This product melds a powerful CRM with real time data from your ERP system. Your sales or management team can drill down into detailed data by customer, vendor, sales rep or supplier, clear down into the item detail.
This allows your sales reps to know where to focus their time and have real time data when talking with their customers. This information is available not only in-house but on mobile devices including the iPad, iPhone, Android, Windows Smartphones and Tablets. Data and information when it’s most needed while you or sales team are talk to customers or suppliers!
CRM for Distribution comes with a number of preprogrammed dashboards. The main dashboard is below. For any of these views, all have a variety drill down features and can be viewed from a number of different perspectives.
Below is a current list of features available with this initial release. Data security is controlled by Sales Rep and is has different levels of roll-up available.
CRM for Distribution Features List
- Opportunity Forecasting for Item, Item Group, Vendor and Supplier
- Sales History by Customers, Suppliers, Ship To's, Sales Reps and Product Groups with drill downs or roll ups
- Custom Dashboards, Charts & Reports
- Cost to Serve Module
- Invoice Aging
- Account, Contact & Lead Profile customizable fields
- Customer Ranking Module
- Invoice Tracking
- Open Opportunities
- Expense Reports
- Custom Business Automation workflows
- Custom Security and Ownership based on ERP Sales Rep
Currently, CRM For Distribution is integrated with the Prophet 21 System at key integration data points listed below. These points of integration can be done in real time or near real time. You determine the period of time for data updates from ERP to CRM. This product can be integrated with a number of different ERP solutions.
Data Integration Points
- Ship To's
- Quotes and Line Items
- Orders and Line Items
- Invoices and Line Items
- Items and Item Groups
- Customer Notes
- Pricing Libraries
To find out more about CRM For Distribution and what it can do for your business, contact Beringer Associates at 800-796-4854 or firstname.lastname@example.org.