Articles and press releases about wholesale distribution, CRM, and all things WP.
For part 2 of our “How to Use CRM to Your Benefit” series, we’re going to be covering how Marketers use CRM. When you think of Marketing, you may think of the big-name automation platforms – Hubspot, Marketo, Act-On, Mailchimp, etc. But when you’re a distribution company, marketing efforts can look completely different than the “norm”. That’s where CRM comes into play.
Let’s take it back to the basics. At WebPresented, we’re always onboarding new clients and end users. One of the most commonly asked questions from new users is “How do I use this to benefit me?”. CRM sometimes gets a bad rep and is often looked at from the outside as an energy consuming, helicopter-manager-enabling monster. With the proper education and training (not to mention an easy to navigate UI), users quickly realize that CRM is a time saving, process streamlining tool. CRM is friend not foe.
How your company approaches job management can either help or hinder your sales goals. We’ve been there, and we know it can be hard to get all of your sales/bid reps on the same page, but what happens between bid creation and job completion matters. We’ve been in the Wholesale Distribution industry for over a decade and understand the struggles you face. That’s why we’ve put together a list of ideas on how to utilize a Customer Relationship Management (CRM) solution to manage bids, jobs, and even multi-bid jobs or projects.
WebPresented is delighted to announce that Jeff Krause has joined the WebPresented Team, assuming the role of Strategic Account Manager, as of February 2021. Jeff brings 12 years of experience in the distribution space along with his expertise in CRM implementation and administration.