Top 5 Features in CRM for Distribution

Top 5 Features in CRM for Distribution

As a Dynamics 365 solution for Wholesalers and Distributors, CRM for Distribution has so many awesome features. In the following content, we are highlighting the top 5 features we want everyone to know about!

Bidirectional integration between ERP and CRM

Each customer, Ship To, Vendor, Supplier, Order, Quote, Invoice, Contact, Item, Price List, Activity, Opportunity and so much more can be found in one convenient place.

Cost to Serve

CRMFD allows you to easily track orders, activities and expenses which are then rolled up into our flexible Cost to Serve model to show your true profitability and “cost to serve” your customers.

Customer Ranking

With automated customer ranking, you can direct your sales and marketing teams to target your most valuable accounts.

Built in Dashboards, Charts & Reports

CRMFD dashboards, charts and reports provide a real time overview across sales, marketing, and service work streams.

Quote, Order & Sales History

Review customer’s sales history, open quotes, open orders, and invoice history in a single pane of glass.

Let us know what you think about CRM for Distribution and reach out with any questions.

Contact Beringer Today!

Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in  and CRM for Distribution and Microsoft Dynamics 365 also provides expert Managed IT ServicesBackup and Disaster RecoveryCloud Based Computing, Email Security Implementation and Training,  Unified Communication Solutions, and Cybersecurity Risk Assessment.

 


Leave a comment!

All fields marked with an asterisk* are required.