Manufacturers that sell through installers, dealers or distributors.

• A pipeline the company owns

  Prospects, dealers, contacts and every conversation live in one CRM built around how the company signs partners. A new rep is a login, and the relationship history stays when a person leaves.

• Leads routed and credited

  Every inquiry from the website is routed to the right dealer with its source kept, so the manufacturer knows which dealer closed it and which campaign started it.

• A portal for the network

  Dealers sign in for their leads, their orders, their marketing materials and their training, so the network runs on a system instead of on phone calls.

• Sample tracking on the deal

  When a sample ships, its tracking sits on the deal. Delivery moves the deal forward and notifies the rep, so the follow-up happens while the sample is still on the desk.

Where to start

• Custom CRMSales and CRMA custom CRM holds accounts, contacts, territories, samples and the pipeline on the same record as orders and receivables. Built around the company's own sales process, it adds a new rep as a login rather than as another seat license.
• Customer and dealer portalsSales and CRMCustomer and dealer portals let customers approve quotes, pay invoices and check order status, and give dealers their leads, orders and materials in one place. Status questions are answered on screen instead of by phone, and every screen carries the company's brand.
• Quote-to-cashSales and CRMQuote-to-cash turns a quote into an order, the order into an invoice, and the invoice into a payment link. Every document is generated from the live record, so the quoted price carries through to the invoice unchanged.
• Automated alerts and agentsReporting and analyticsAutomated alerts and agents subscribe to the platform's events and raise a stalled deal, an overdue invoice or a quiet account to the right person, around the clock. Nothing reaches a customer without a named person approving it.