Core CRM Features, Designed for Industrial Machinery and Supply Distributors
Full ERP Integration
Get real-time insight to all your ERP data including pricing and availability.
Account & Contact Management
Keep all records in one place, track activities, and sync data to and from email systems.
Robust Opportunity Pipelines
Tailor opportunity management to fit your unique sales process including multiple categories.
Data-Driven Insights & Analytics
Take the guesswork out of a rep’s day by showing customized dashboards that highlight upsell or cross-sell opportunities and product slippage reports.
Best of Breed Mobile App
Give outside sales reps full CRM capabilities on their mobile phone. Leverage our AI- powered app Plaimaker to serve up product suggestions for each customer.
360 Degree Customer View
WPCRM collects information from each integrated system and displays all relevant activities in one place.
Stay Ahead of Cost Changes with WPCRM
Proactively manage price volatility and keep your customers informed before costs increase.
- Notify your sales reps of upcoming cost changes on the most important items to their customers.
- Sales reps can prioritize which products are critical to their customers, ensuring timely updates.
- Provide your team and customers with 30-40 days’ notice of cost changes, helping lock in current prices.
- Automatically pull vendor updates and cost changes into WPCRM to ensure your team stays ahead of pricing shifts.
Quoting made simple
In the fast-paced world of building materials and construction supplies, customers expect accurate quotes and quick turnaround times. WPCRM’s quoting tool empowers your sales team to meet these expectations while increasing efficiency:
- Access up-to-date pricing and stock directly from your ERP, even while out in the field.
- Quickly create branded, professional quotes from your mobile device and convert them to orders instantly.
- Easily add non-stock items like dispensers to quotes, offering full solutions without delays.
- Convert quotes to cash quickly with full ERP integration, ensuring faster order processing and follow-ups.
Identify Cross-Sell Opportunities
Leverage our AI-powered Product Cross-Sell feature to fill gaps in customer orders. If a customer buys cleaning supplies but not the dispensers, our system highlights those gaps, helping you maximize revenue from existing accounts.
Improve Sales Forecasting
Gain insights from customer purchasing patterns and create more accurate forecasts, ensuring you’re always ahead of demand and prepared to deliver.
Increase Team Efficiency with Streamlined Workflows
Reduce time spent on repetitive tasks and administrative burdens. WPCRM automates key processes, helping your sales team focus on strategic activities that drive revenue and build stronger customer relationships.