Powerful CRM Software to Track Prospects, Manage Customers and Close More Sales
CRM Software for Distributors
Accolent ERP includes robust, fully integrated CRM software for distributors designed to help sales teams manage relationships, track opportunities, and close deals more efficiently.
These built-in CRM capabilities eliminate the need for separate systems by centralizing all customer, prospect, and sales data in one place. As a result, your team gains better visibility, improved productivity, and stronger control over the sales process.
Key features include:
- Calendar tasks to organize meetings, schedule follow-ups, and track activities
- Deal tracking to monitor progress through defined sales stages
- Sales analysis tools to identify declining accounts and upsell opportunities
- Built-in HTML email editor to create and manage outbound email campaigns
In addition to its own built in CRM capabilities, Accolent ERP can also integrate with third-party CRM tools via APIs. This means your sales team can continue using familiar tools while still syncing prospect data, customer records, and quotes directly from the ERP system.
Track Contacts, Prospects and Deals
For incoming leads, Accolent ERP makes it easy to create and manage contacts and prospects with minimal data entry.
From there, salespersons can:
- Create deals to track qualified prospects through your sales pipeline
- Define custom sales stages and assign probabilities
- Build and manage pipelines by salesperson or across the entire team
- Add unlimited notes and categorize interactions for better organization
- Generate quotes for prospects and seamlessly convert them into customers
As a result, the entire sales process—from lead to closed deal—is fully managed within a single system.
Create and Manage Calendar Tasks
To keep track of to-dos and follow-ups, Accolent ERP provides built-in calendar tools to help sales teams stay organized and proactive.
With calendar task functionality, salespersons can:
- Schedule calls, meetings, and follow-ups
- Assign tasks to team members, ensuring accountability
- Link tasks directly to customers, prospects, and opportunities
- Attach related transactions for full context
- Maintain a complete history of interactions
Using these tools, sales teams can stay on top of every opportunity and ensure no follow-up is missed.
Improve Sales Productivity
In addition to task management, Accolent ERP enhances productivity by centralizing communication and pipeline tracking.
For example:
- Email integration allows all inbound and outbound messages to be tracked
- Interactions are automatically organized by customer or prospect
- Sales pipelines can be monitored in real time
- Pipeline reports can be generated by deal, close date, expected revenue, and more
- Commission tracking and salesperson performance reports are readily available
With this level of visibility your sales teams can stay on top of all deals and focus on high-value opportunities to close deals faster. Salespersons can track projected revenue and progression of deals through their sales funnels.
Run Outbound Email Campaigns
Accolent ERP also allows distributors to execute targeted email marketing campaigns directly within the system.
Using built-in tools, the sales team can:
- Identify customer and prospect lists using reports and Business Intelligence
- Design professional emails with a full-featured HTML editor
- Integrate with email delivery platforms for large-scale campaigns
- Track campaign performance and maintain a searchable history
- Export campaign data for further analysis
Managing outbound marketing and sales efforts allows distributors to target potential customers and grow sales.
Industries
Optimized for wholesale distribution across a number of vertical industries: auto parts, building materials, chemicals, fasteners, food & beverage, industrial, jan/san, restaurant supply and more
Accolent ERP Technology
There are good reasons that cloud-based ERP software is rapidly replacing on-premise business software. Learn why experts predict that 5 years from now on premise systems will be obsolete.
Implementation and Training
Let us show you how our comprehensive implementation and training programs will manage your transition and get you up and running on Accolent ERP quickly and painlessly.
Accolent ERP CRM Software for Distributors
Accolent ERP CRM software for distributors has powerful built-in features that include:
- Manage Prospects – Create track and manage prospect records
- Create Deals – Create deals for qualified prospects to track progress
- Work with Prospects - Create quotes for prospects; move prospects to customers at any time
- Email Integration - Send all outgoing Accolent ERP emails from user's email address, record in Accolent ERP and update user's Outlook Sent folder. With custom configuration, capture and record all emails s incoming to and outgoing from Outlook in Accolent ERP
- CRM Calendar Tasks– Create tasks and display on a calendar, record call notes and follow up; immediate access to all transactions for the customer and the full customer record
- Assign Calendar Tasks - Assign tasks to users for follow up as necessary
- Create Sales Pipelines – Create sales pipelines by salesperson
- Review Sales by Customer by Product or Category- For decliners, automatically assign calendar tasks to salespersons for follow up
- CRM Email Campaigns – Identify customers and prospects for email campaign and send email
- Track Email Campaigns – Easily export to excel and keep records of email solicitations
Need a Quick Overview of Accolent's Integrated CRM software for distributors features?
Watch our animated demo to see how Accolent ERP CRM software for distributors can streamline your sales process and improve results.
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Frequently Asked Questions (FAQs)
What is CRM software for distributors?
CRM software for distributors is a system that helps manage customer relationships, track sales opportunities, and streamline the sales process from lead generation to closing deals.
How does CRM software improve sales performance?
It provides visibility into pipelines, automates follow-ups, tracks customer interactions, and helps sales teams focus on high-value opportunities.
Can CRM software integrate with ERP systems?
Yes, integrated CRM and ERP systems like Accolent ERP allow seamless sharing of customer data, quotes, and transactions across departments.
What features should CRM software for distributors include?
Key features include contact management, deal tracking, pipeline management, email integration, reporting, and marketing campaign tools.
How does CRM software help manage sales pipelines?
It allows you to define sales stages, assign probabilities, track deal progress, and forecast revenue more accurately.
Can CRM software support email marketing campaigns?
Yes, many CRM systems include tools to create, send, and track email campaigns, helping improve customer engagement and lead conversion.
Is CRM software difficult for sales teams to use?
No, modern CRM systems are designed to be intuitive, with user-friendly interfaces and automation that simplify daily tasks.