CRM for Wholesale & Distribution

Wholesale Distribution Software

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Wholesale and Distribution CRM

Wholesale and Distribution organisations face a unique set of challenges when running their business. In order to succeed and overcome such challenges, a deep knowledge of each customer relationship is essential. Microsoft Dynamics 365 keeps track of customer information, purchase history, organisational hierarchy and other important processes, allowing you to better serve your customers and grow your organisation.

Our wholesale software and distribution CRM enables organisations to focus on retaining and developing relationships with existing customers, as well as managing new customers from the first interaction.

Our CRM Software for Wholesale Distributors is suitable for:

Wholesalers

Distributors

Common Challenges our Wholesale & Distribution CRM Software overcomes:

Disparate Systems

Non-integrated systems result in a disconnected view of your business, meaning data often gets lost or miscommunicated. Time get’s wasted and leaves data open to human error. Having a 360-degree view of all aspects of the business would be beneficial

Manual Processes

Even if your business uses multiple systems, chances are a lot of processes are still performed manually. Sticking with manual processes in this industry can impact delivery times, cause data to be inaccurate and waste precious employee time

Sharing Information Across Teams

Employees have access to different information, which isn’t always the most up-to-date. Productivity can also be improved amongst teams by automating certain processes

Benefits of our wholesale distribution software:

Customer Relationship Management (CRM) systems for wholesalers and distributors tackles the problem most organisations within this industry face – building ongoing relationships with customers. In other B2B segments, these systems are often focused on finding and closing new business. The benefits of our software are listed below:

Gain a 360° view of Customers 

Our software provides a 360° view of customers and all the services, transactions and records relating to them, all in one place

Align your Teams

Information is stored in one place, accessible to everyone across the business, from warehouse staff and operations through to finance

Save Time and Effort

Streamline and automate manual processes and as a result increase productivity and reduce time spent manually inputting data

Stay up to date

Manage products and custom price lists directly in the CRM, so they can be easily added to any opportunity lines or quotes to ensure sales agents have access to up-to-date pricing information

Monitor Key Analytics 

Real-time data and analytics software allow you to keep an eye on important stats, enabling you to make better business decisions

Improved Communication

Keep track of all customer interactions, what stage of sale they in and future actions that might need to be taken so everyone is on the same page

Power Platform Release Notes

Check out the new features & capabilities coming to the Power Platform as part of the upcoming Wave 1 Release, which will roll out from April 2020.

Read Our Release Notes Blog

Additional Content…

Guide to choosing the right CRM - eBook

Download eBook

Wholesale & Distribution CRM Factsheet

Download Factsheet

Checklist for choosing the right CRM

Download Checklist

What is CRM & Do I need it? - Infographic

Download Infographic

What our clients say...

We approached PragmatiQ Solutions to help us with an incumbent Dynamics 365 system which had various legacy issues having been customised by numerous consultants over a number of years. They dealt with all the nuances quickly to get our system up to a standard they were happy to work with. From there the PragmatiQ technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend PragmatiQ.

Tom RobertsManaging Director at Moorgate Finance

We engaged with PragmatiQ Solutions to conduct an independent health check of our Dynamics CRM implementation. They worked with a partner to produce a very useful and insightful audit report highlighting various areas for improvement, and which gave valuable feedback on what we had built so far and left us with confidence that we were on the right development approach for our strategic programme. PragmatiQ worked to tight and fixed timescales to complete a focused delivery which had real business value.

Nick BreedsAssistant Director - Solutions Delivery at NHS Blood and Transplant Unit

PragmatiQ Solutions was recommended to us via a networking connection in Manchester. Upon speaking to the company they seemed very knowledgeable and confident they could repair our unusable Dynamics system which had been built by a different partner. From the first face to face consultation it was clear to see Jamie had the full knowledge around our intentions and understood our business model and had actually create something similar in the health profession elsewhere. From that point we felt confident to progress in to a full development project. The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with PragmatiQ and look to develop the system again in the future.

Carren BellFounder at Lagans Foundation

We worked with PragmatiQ Solutions who successfully implemented a quoting tool for sales. They were generous with their time, taking every opportunity to understand our needs both now and in the future. Their deep analysis was invaluable, helping us to refine our working practices and automate our processes to maximise productivity and ultimately save time and money. Thanks to PragmatiQ, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.

Angela de KlerkBusiness Development / Head of Marketing at Impact Handling

We commissioned PragmatiQ solutions to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at PragmatiQ very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. PragmatiQ were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.

Natalie MacPhersonDevelopment Director at MacIntyre Charity

PragmatiQ Solutions successfully implemented Microsoft Dynamics at our paint facility. They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales. This ensured we were operational in due time and as a result we have been able to work more efficiently with our manufacturing set up in the UK and ultimately save costs. Overall, we had a very positive experience with PragmatiQ Solutions and consequently have re-engaged them for future projects.

Anders LonnebjergHead of Department - Business Engagement and Applications at MHI Vestas Offshore Wind

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