Microsoft Dynamics 365 for Wholesale & Distribution

Gain a 360-degree view of your Organisation

Work with us today

Our Success is Your Success

Wholesale & Distribution CRM Software

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 is suitable for:

Wholesalers

Distributors

Common Challenges Wholesale & Distribution Organisations face:

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

Our Overview Brochure

Learn more about the services we offer and why Microsoft Dynamics CRM could be the right fit for you.

Our Solution

Microsoft Dynamics 365

Why do we need CRM Software in Wholesale & Distribution?

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

Price Lists & Products

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 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

Request a Call Back

Business Solutions with PragmatiQ

We would be delighted to answer any questions you might have about how we can help, just use the form below or choose one of the alternative contact methods. We’re available from Monday to Friday to take your call and on email at any time.

Your Name

Your Email

Your Phone Number

Your Message

Our Latest Insight, News and Thinking

PragmatiQ Solutions Blog

Advice

Should my Business Invest in Field Service Software?

Field service organisations face challenges when it comes it comes to simple, in person communications, due to the workforce rarely being in the office; as the name implies, field…
Microsoft Dynamics 365 for Field service and Resco blog header from PragmatiQ Solutions
Miscellaneous

Microsoft Dynamics 365 for Field Service and Resco

Technology is  revolutionising the workplace and streamlined operations, real-time data and automated processes are now expected within business. That is why many successful  organisations  have…
PragmatiQ Solutions are Finalists are the SME Awards MK & Buckinghamshire Awards 2019
General

We Are Finalists at the SME MK & Bucks Awards 2019!

We are pleased to announce after a successful 2018, we have been nominated as finalists at the SME MK & Buckinghamshire Awards 2019! The winner…