Distribution is our first language
WPCRM for Distribution Executives & Management
From tracking sales to managing team activity, WPCRM has the features you need to stay on top of your game.
Review Sales Team Performance
With customizable dashboards and reports, view daily progress and sales from your team to stay focused on goals.
Automate Processes
Automate repetitive tasks and create workflows to streamline processes across your whole team.
Budget More Effectively
Understand the health of the business today and plan for tomorrow with sales reports and WPCRM’s forecasting tool.
Drive Sales with AI-Insights
Provides structure and purpose to sales departments by proposing what to sell, how to sell, and whom to sell to.
Your Source of Truth
Improves consistency and management of sales operations by making sales process visible and predictable.
Tools to Greater Success
Easy-to-use WPCRM, interprets data from ERP to guide salespeople to the most profitable actions that drive sales.
Review sales team performance with dashboards
Now you can always stay up to date with the inner workings of your sales team. One report lets you know the current status of customers, prospects, vendors, and more.
Out-of-box reports include:
- Daily Sales with Margin Averages
- Monthly Sales compared to Projected Sales
- Track close rates, won/loss rates to understand why you lose
- Open AR Balance
Forecast with Pipeline Management
Within Opportunity Management, the pipeline displays open opportunities and their expected close date by month or day, providing you with better insight for budgeting and planning.
- Manage multiple opportunity processes and stages within the pipeline
- Track the days an opportunity is in each stage
- Include required fields to ensure all pertinent data is collected
- Manage multiple projects at once with Job Management
- Create workflows to streamline more complex processes with multiple people involved in the project
Build automated processes with Workflow Automation
Easily add workflows throughout your processes to automate customer touch-points and ensure consistency across the organization.
Automate workflows in as few as three steps:
- Save searches to target your customers
- Set the triggering criteria: the AR balance reaching 120 days, an opportunity stage is moved, a new contact or lead is created
- Create an action to take place when the triggering criteria is met: sending an email, creating a task, approvals are required
Built to support specific needs of wholesale distribution companies
Ensure a higher level of quality control and allows us to provide seamless support tailored to the distribution industry’s needs.
- 100% in-house solution: from development to deployment to service
- Requires less IT administration
- Includes easy-to-use configuration tools
“We chose WPCRM because they have a proven track record of being able to do the integration. People talk about integration, but what does integration really mean? WP is a company I have a tremendous amount of respect for and who has a proven track record of being able to deliver the integration to the back-office products, which was critical to us.”
– Matt Hartman
President of FST Logistics
former founder of a software company and long-time advocate of CRM
Want to see WPCRM in Real Life?
or visit the Event Page to Register for an Upcoming Webinar