CRM for Distribution

The CRM for Wholesalers and Distributors

Beringer’s CRM for Distribution is a Microsoft Certified Solution that is built upon the most comprehensive CRM solution available, Microsoft Dynamics 365. It melds powerful sales force automation capabilities with fully bidirectional integrated, real-time data from your ERP system.

Centralize customer data

Customer contact information, order, invoice, pricing, and more are kept in one convenient place. Your whole team can access and update this data so that everyone stays on the same page.

CRM for Distribution includes state of the art ERP/CRM integration currently compatible with Epicor Prophet 21, Microsoft Dynamics Great Plains, Infor SX.e and more. Custom integration options are also available.

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Know your cost to serve customers

Keep track of customer orders, activities, and expenses. Understand the true customer profitability and “cost to serve” your customers.

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Improve sales efficiency

A 360-degree view of customers’ behaviors, transactions, and records allow you to direct your valuable sales and marketing resources to the accounts you want to focus on.

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CRM for Distribution Features

Dashboards, Charts & Reports

Opportunity Tracking & Forecasting

Customer Ranking

Custom Security and Ownership

Quote, Order & Sales History

Invoice Tracking & Expense Reporting

Business Process Automation

Full ERP Integration

See It In Action