WPCRM Resource Library

Webinars



Quoting and Job Management for Wholesale Distributors

WPCRM's Job Management tools allow Distributors to quickly and efficiently manage the bidding process on commercial projects across multiple customers and contractors.


Fully Integrated and Now Drag and Drop?

Introducing the next generation Sales Pipeline. A partner webinar with TUG on the updated sales pipeline in WPCRM.


How to Make Your Sales Team Not Think of CRM as a Four Letter Word

Partner webinar with TUG Connects that shows the real-time view of WPCRM and how it drives success for sales teams.

Videos



WebPresented CRM, WPCRM

Promotional and overview video of WebPresented CRM, or WPCRM, the full-integrated CRM, Quoting, and BI tool for wholesale distributors.


WPCRM Offline Quoting

With the new offline quoting feature for WPCRM, sales reps can use WPCRM to create quotes and take orders on the go- even when they are without internet access.


WPCRM Features

WPCRM offers the tools your team needs and the features your sales reps want- with a full integration to your ERP.


Case Studies


McNaughton_McKay

Improved Customer Satisfaction and Loyalty

McNaughton-McKay used WPCRM for a more effective SPA renewal process for higher levels of customer satisfaction.
Dalco

Creating Quotes and Orders Using Mobile Devices

How Sales Reps at Dalco use WPCRM to create quotes and orders from their mobile devices.
GSG

Leveraging SX.e Sales Data to Improve Marketing

Discover creative and powerful methods used by GSG to transform their marketing efforts using WPCRM and data from their Business System.