WebPresented Blog




WebPresented Blog

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Articles and press releases about wholesale distribution, CRM, and all things WP.

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.

CRM, Sales Enablement, and Sales Force Automation Tools are all valuable and necessary for companies, but each serves their own purpose. In this article we will define each tool and their role for wholesale distributors.

Adopting a new CRM is a big investment – both of time and money. After months of preparation and investment, how do you ensure your end users will actually use the CRM? Employee pushback can happen with products that are both good and bad, as buy-in for the CRM begins with the implementation process.

An integrated CRM in the wholesale distribution industry houses contact and account information, sales history and trends, service requests, account purchasing habits, marketing automation, and so on. There is an abundance of valuable information in this data that you already own that can be leveraged to uncover new sales and opportunities.

A CRM tool an integral part of the organization, but, if a CRM cannot handle the needs of the company, CRM can be seen as a waste of time and money.