female distributor providing a quote on a service order

Powerful Customer Management Software for Distributors

Customer Management Software for Distributors includes Tasks, Managing Prospects, Email Campaigns

Accolent ERP Offers Integrated Customer Management Software for Distributors

Accolent ERP delivers powerful customer management software for distributors that is fully integrated into the system. Using the customer management software for distributors, users can track customers' activity, and all prospects through all the stages from leads to closed deals, track all interactions, calendar tasks, and link to any transactions in the system. Users can also manage outbound email campaigns.

  • Salespersons can create calendar tasks for themselves or other users and can reassign calendar tasks to other users
  • Calendar tasks linked to a company (customer, prospect or other), a contact or an opportunity, if set up, can be viewed either in a grid format or in a calendar and users can view others’ calendars
  • Opening any calendar task automatically pulls up all transactions for that company
  • While on the phone with a customer/prospect, from the calendar task, user can enter and keep multiple detailed call/meeting notes, update transactions in real-time, add multi-threaded notes, that will be seen by warehouse staff or customer service personnel, to any transaction, add new follow-up calendar tasks for any user
  • Customer management software for distributors lets users access a customer’s full account details without exiting the calendar task, including sales and profitability and sales composition dashboards for the customer
  • Calendar tasks can be sorted and filtered by date, user contact, company, calendar description, subject, detailed comments, etc.
  • Create full prospect records with multiple contacts, comments, company type, assigned salesperson, etc., just as for customers
  • Assign user-defined prospect types to track progress towards closing
  • Track interactions using calendar tasks and/or notes on the prospect record
  • Access the full product master to create quotes for prospects just as for customers
  • When a deal is closed, with one button, move whole prospect record to a customer
  • Quotes can then be moved directly to orders as needed
  • Link an email marketing sending platform run outbound email marketing campaigns
  • Identify customers and prospects that meet your criteria and create email marketing campaigns to contact them
  • Create attractive marketing materials for emails and/or attachments using a full-featured HTML editor
  • Include images that are available from a publicly accessible server within your domain that will be accepted by email platforms such as Outlook
  • Filter customers and prospects to pull up those identified for email marketing campaign
  • Select the formatted email with attachment and and then then send the email to the whole selected population with one button
  • Email blast results can be seen and/or exported to Excel
person typing into crm

Contact Us Today to demo Accolent ERP Software for Distributors

Let us show you how Accolent ERP’s integrated customer management software for distributors can help your distribution business close more sales.

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