Powerful CRM for Wholesale Distributors

Accolent ERP makes it easy to organize and manage prospects throughout the sales cycle. Users can:

• Create full prospect records with multiple contacts, comments, company type, and assigned salesperson
• Build deals for qualified prospects and monitor progress toward closing
• Capture notes and follow-up actions for every interaction
• Access the full product master to create accurate quotes for prospects
• Convert a prospect into a customer with one button when a deal is won
• Move a quote directly into an order once the prospect becomes a customer

This streamlined workflow helps wholesale distributors shorten the sales cycle and reduce manual data entry.

Accolent ERP CRM for wholesale distributors includes robust email integration to improve communication and recordkeeping. Users can:

• Send outgoing emails from their own email address
• Automatically record outgoing emails in the user’s Sent folder in Outlook
• Use preconfigured templates or create free-form emails with a full HTML editor
• Automatically attach forms such as quotes, invoices, and statements as PDF files
• Capture incoming and outgoing Outlook emails with custom configuration
• Scan captured emails for known customer or vendor domains and write matching records to Accolent ERP
• Maintain a complete history of customer and vendor email communications

With centralized email history, your sales and service teams always have better visibility into customer interactions.

Accolent ERP helps sales teams stay on top of follow-ups, meetings, and customer communication. With calendar task features, users can:

• Record and track interactions with customers and prospects
• Create tasks for themselves or assign them to other users
• Reassign calendar tasks as responsibilities change
• Link tasks to a company, contact, or deal
• View tasks in a grid or calendar format
• See both personal and team calendars
• Open a calendar task and instantly view all transactions for that company
• Enter detailed meeting and call notes while speaking with the customer
• Add real-time notes that can also help warehouse or customer service teams
• Create follow-up tasks for another user
• Access customer sales, profitability, and sales composition dashboards directly from calendar tasks
• Sort and filter tasks by date, user, contact, company, subject, description, and comments

These capabilities help distributors improve accountability, strengthen follow-up, and deliver better customer service.

Accolent ERP also supports outbound email marketing, allowing wholesale distributors to reach prospects and customers more effectively. Users can:

• Connect to an email marketing platform for blast email distribution
• Create professional marketing messages with a full-featured HTML editor
• Include images that are compatible with email platforms such as Outlook
• Filter customer and prospect records to build targeted campaign lists
• Send marketing emails and attachments to selected audiences with one click
• View or export email blast results to Excel

This makes it easier to run targeted campaigns and measure performance using data already stored in your ERP system.