Wholesale Distributor CRM

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“I think one of the things that makes a strategic partnership between Aidan Gray Home and our retail partners is that we offer great customer service. We have a fantastic team on board who deal with customer inquiries every day — the who, what, where, when and why that the customers want to know and we are extremely responsive.

We try to handle these types of calls within a 24-hour period and we do our best to ensure that our stock levels are maintained so that our best sellers are always available to our customers.”

Derrick Ricketts

National Sales Manager

Acctivate Software delivers wholesale distributor CRM capabilities within a complete business management solution that works with QuickBooks. As wholesalers buy bulk finished products from manufacturers and sell to retailers, as well as branch out to market to end-consumers, Acctivate facilitates all supply chain activities from initial purchase to delivery. Real-time tracking of every interaction and transaction within a centralized, automated system keeps customers happy before, during and after all processes.

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“Acctivate added a lot of credibility for our business. Our salespeople are more informed when customers call about something like product availability. There is a customer satisfaction aspect that has been greatly improved.”

Trey Tolbert

Operations Coordinator

Wholesale distributor CRM builds solid relationships

Acctivate delivers a 360-degree view of all customers across every sales channel, i.e., ecommerce webstores, EDI, over the phone, etc. Customer-facing teams, as well as any other permitted users have instant access to customer information including:

• Billing info
• Multiple ship-to locations
• Invoices, credits & payments
• Marketing efforts & summarized sales data
• Credit status, limits, payment info & account-related info
• History of quotes, sales/service orders & credit memos
• Multiple contacts
• Customer specific & contract pricing
• Product sales history
• Customer specific product IDs
• Related business activities, i.e., quality control issues, service requests, product returns, etc.
• Email history & notes

The wholesale distributor CRM information and tools enable wholesale teams to collaborate with each other, as well as be proactive and responsive to customers to nurture new and existing relationships. Wholesalers can also access the customer data they want on-demand to strategize and ensure seamless customer experiences through ready-to-use & custom reports, visual dashboard widgets, and a convenient list window (shown below).

Operational wholesale distributor CRM

With all operational data centralized and managed in Acctivate, wholesalers can cater to trends, demand, and seasonal fluctuations with forecasting and analysis tools.

In turn, wholesalers can manage customer relationships and remain profitable with tools to oversee credit and collections.

Acctivate is the total package as data is used and processes are automated to:

• Purchase the right amount of inventory to eliminate under and over stocking
• Track inventory across all warehouses and sales channels, including lot and serialized products
• Manage imports and exports and utilize tools for landed cost and multi-currency
• Sell products and manage the entire process from quote to delivery
• Pick, pack and ship orders efficiently to fulfill customer demands on-time
• Refine warehouse performance with mobile warehouse management apps for mobile barcoding devices

Acctivate delivers the functionality small to midsized wholesalers need to focus on the customer and accommodate their full journey with the utmost degree of service, making the experience seem effortless from the customer’s perspective. With the right wholesale distributor CRM tools and complete business management system, businesses are guaranteed to retain and gain customers, reap the benefits of 5-star reviews and a high net promoter score, and grow their company.