4 Best CRM for Distributors

There has been an increase in businesses around the world; no matter which industries they belong the demand for goods around the world is drastically increasing; it is debatable whether a business needs a unique product or creative marketing to cash the most out of the ideal opportunity and possibilities mentioned above one factor that remains definite is that a business needs to focus accordingly on it client or customer management.

So how do small, medium, and large businesses deal with pivotal factors like customer relationship management? Well, they use CRM softwares. These softwares help businesses in numerous ways.

Maximization of revenue and optimization of profits are the main focus of any business. Still, they can only be achieved if a business has developed good relationships with its stakeholders, mainly its clients. Therefore, CRM Tools are extensively used in B2B activities along with B2C. 

 

What is CRM software? And How are these beneficial for Distributors? 

CRM softwares helps businesses worldwide in multiple ways; they help in either inventory management, maximization of revenue, monitoring cost, retention of previous clients, or catering to new ones. 

Distributors are those who get the most benefit from using CRM software; how? Well, distributors & wholesalers deal closely with each other in a B2B model. Distributors need to create a clear supply chain so that they can effectively manage their operations with this softwares; they can manage customer (wholesalers) information, manage sales pipelines, sales automation, and marketing automation rather than editing spreadsheets every second, which eventually saves time, forecasting and projecting future sales.

 In addition, the monthly, quarterly, or yearly sales data are readily available for sales teams, which can be analyzed at any moment.

The Sales and Marketing departments can work closely together to analyze the factors that lead to their growth or decline in sales and how these could be fixed; CRM Tools have revolutionized the distribution industry. 

Now that we know the importance of these management softwares in business processes, let’s look at the best of these that could do wonders for the distribution companies.

 

1. Cream Soda

Cream Soda

Cream Soda is one of the best CRM Software that Distributors get their hands on, creating accessible possibilities, tracking and managing inventory, and other day-to-day operations that the distributors deal with are made easy with Cream Soda. This CRM Software has a worldwide consumer base.

Cream Soda is a cloud-based software that stores, manages, and automates the inventory management activities of distributors. This eventually helps them create a product mix optimized for customers.

For a company to thrive, its department must work closely with each other; with Cream Soda, the marketing, sales, and production teams can quickly analyze and monitor day-to-day activities and operations, make necessary changes, and keep the clients in touch by informing them about their operations, this helps in boosting productivity and reducing wasting of time while business operations. 

If distributors want to bring their A-Game and crush their competitors, they must rush and sign-up to Cream Soda.

Features

  • Deal management
  • Sales and Inventory Management
  • Team collaboration
  • Automated data entry
  • Product management
  • Document management system
  • Custom fields
  • Targeted marketing emails
  • Privacy and security
  • Dashboard and reports
  • Contact management.
  • Task scheduling
  • Meeting management
  • User onboarding
  • Account management system
  • Problems alert
  • Workflow management
  • Analytics
  • Interaction tracking
  • Segmentation

Top 3 Features

The top three features of Cream Soda include the following:

Pipeline Management

Feature 1 Pic

Logistics, where most of the distributors invest their most time, has been made easy with Cream Soda CRM; you can easily track the sales pipelines that help your distribution in supply chain management, and keeping track of activities gives an edge to avoid the last-minute hassle, and deal with unforeseen changes in the demand, dealing with them beforehand.

Document Management System

Feature 2 Pic

Another critical feature of Cream Soda is that you can easily manage all the crucial documents in one place, whether your sales invoices or purchase receipts; this helps distributors store all information documented as per the agreements.

 Conversation Insights & Email Tracking

Feature 3 Pic

The central part of customer relationship management is communication with the clients; with Cream Soda, you can keep track of every conversation you have with your customers. In addition, you can easily monitor the time in which all these conversations took place. 

Pricing Plans

  • Sales Starter: $5/Monthly
  • Sales Pro: $10/Monthly
  • Enterprise: $22 Monthly

Pros

  • Easy to use
  • Affordable
  • Alot of integrations available

Cons

  • Email Marketing not available 
  • No internal chat integration

Customer support options 

  • Phone
  • Emails

Supported platforms 

  • Microsoft
  • Linux
  • Mac OS

Ratings 

Cream Soda CRM is a highly rated CRM software, it has received a fantastic response from the users. 4.3 out of 5 rating is enough to tell how good a software is in terms of performance.

Conclusion 

As mentioned earlier customer relationship management is the backbone of any organization’s success and Cream Soda acknowledges this fact and tries its best that no stone is unturned in catering customers. The preference of several businesses and organizations is Cream Soda and it should be yours too. 

 

 2. insightly

Insightly

Insightly is the CRM software too good to be ignored. It has everything that a distributor could ask for, not just a feature-rich platform, but it is also effortless to use; adapting to new CRM Tools could be challenging, but that is not the case with insightly. In no time, your team would get a knack for it.

A well-rounded software insightly helps you cater to your customers optimally; it assists business in inventory management as the distribution channels remain uninterrupted and bring you closer to your customers so that relations and trust are never compromised.

Features

  • Model, capture, and manage any datasets
  • Build and deploy custom apps in minutes
  • Design dashboards and track essential metrics
  • Real-time updates
  • Integrated project management
  • Calendar synchronization
  • Lead assignment and Routing 
  • Automatic duplicate detection 
  • Mass emailing
  • Email templates
  • Schedule outbound emails
  • Visualize leads with kanban
  • Web to lead capture
  • Automatic social profile enrichment

Top 3 Features

Designing dashboard

Feature 1 insightly

Designing a dashboard is one of the most excellent features of insightly; it helps you create intuitive and interactive graphs that help your distribution business analyze sales records; this eventually helps businesses in quarterly or monthly meetings.

Managing Datasets

Feature 2 Pic insightly

With insightly, your distribution business can easily manage all the information in databases; not only can they be edited or managed later considering any future changes, but this also optimizes the enterprise resource planning.

Marketing Automation

Insightly makes marketing easier than ever. Super fast automation helps you gain new clients, so that your profits multiply and the stress of growing your business minuses. 

Price Plans

  • Plus: $29/Monthly
  • Pro: $49/Monthly
  • Enterprise: $99/Monthly

Pros

  •  Nonprofits can have free access to the platform.

Cons

  • Research Functionality is limited.

Customer support options

  • Email
  • Phone

Supported platforms 

  • Windows
  • Mac OS
  • Linux

Ratings

On our scale of performance insightly has received a rating of 4.2 out of 5. This software is  efficient and always proves to be the best resource for customer support management.

Conclusion 

If improving relationships with your customers is your top priority then this software is for you, it’ll help you attract new customers and cash loyalty of previous ones. 

 

3. sugarcrm

    SugarCRM

sugarcrm has built its reputation of providing CRM and ERP solutions to small, medium, and large-scale distributors, with multiple features that help create distribution channels, improve relationships with clients, and track inventory information. As a result, it is loved and extensively used by distributors worldwide, helping them improve and enhance their objectives and achieve skyrocketing success.

A software that has won the trust of distributors, now let’s look at its features that can be useful for your distribution business.

Features

  • Quote Management Systems
  • CRM Reporting & Dashboards
  • CRM for Sales Forecasting
  • CRM Customization and Configuration
  • Mobile CRM App
  • Case Management and Bug Tracking Solution
  • Social CRM
  • CRM & Email and Calendar Integration
  • CRM for Sales Lead Management
  • Search, Filters, and Tagging

Top 3 Features

 Forecasting

Feature 1 Sugarcrm

SugarCRM helps distributors monitor clients’ activities and past transaction details and predict future forecasting that gives a distributor a clear picture of events that could occur.

Excellent Communication

Feature 2 Sugarcrm

We understand how important communication is in customer relationships and that’s why we have the best platform where you have best communication. Strengthen your relations with communication on sugarCRM. 

Easy Automation

Feature 2 Sugarcrm

There is no need to make edits every second and constantly look at the screen to monitor updates; with the automation, you can leave everything to the software, and it will do everything for you; it sounds excellent. That is what makes Sugarcrm such a great CRM Tool.

Pricing

  • Sell $49/Monthly (Minimum 3 users).
  • Server: $80/Monthly (Minimum 3 users) Added Features.
  • Enterprise: $85/Monthly for centralized Enterprise.
  • Market: $1,000/ Monthly (Minimum 10,000 contacts) Advanced Features. 

Pros

  • Customize Screen Layout.
  • Supports omni seller channels communication.

Cons

  • Importing Sugarcrm to Account and Contacts is difficult.
  • No tutorials available on how to use it.

Customer support options

  • Email
  • Phone

Supported platforms 

  • Windows
  • Mac OS
  • Linux

Ratings

Sugar CRM has got 3.8 out of 5, which is not bad. The software needs some improvements and once they are there it would be a fine software. Still many organizations use it due to its subtle functionality. 

Conclusion 

Sugar CRM is a good software to be used as prime CRM software, one thing that gives it edge over others is easy implementation of Pipeline Management and Contact Management. It needs some improvements overall.

 

4) Freshsales

  

Freshsales

 

Freshsales, Technology that provides and caters to distributors, makes their work easy, helps in business operations, enterprise resource planning, personalized and mass client management, safe and secure documentation of information, and creating coherent communication channels is your priority, then you should sign-up to Freshsales.

Freshsales is software that once a distribution business uses, they wouldn’t look for another; not only is it user-friendly, but it also has features that are not needed but are a priority of distributors. 

Features 

  • Conversion Rate Optimization
  • Marketing Lists
  • Landing Pages
  • Predictive Contact Scoring 
  • Deal Insights 
  • Sales Forecasting
  • Rotten Deals
  • Win-loss Analysis
  • Task Management
  • Sales Sequences

Top 3 Features

Personalized view of contacts 

With Freshsales, you can quickly get a personalized track of each customer that eventually helps you get closer with each potential customer, making customer retention better every time.

 AI that helps in automation

With the use of artificial intelligence, you can predict future outcomes based on previous data. The necessary suggestions are also made to help you take the necessary steps.

Business Emailing 

Whether it be personalized emails or running campaigns to attract new customers with Fresh sales, it has been made easy. Also, the latest updates are shared based on the client’s behavior. This is what stands out from Freshsales from other CRM software.

 Pricing 

  • Free: $0
  • Growth: $18/Monthly for 1,000 contacts
  • Pro: $47/Monthly for 1,000 contacts
  • Growth: $69/Monthly for 1,000 contacts

Pros

  • Email Tracking
  • Direct Calls
  • Event Tracking
  • Lead Management
  • Smooth integration ( Google, Xerox, Quickbooks, and others)

Cons

  •  User Interfaces are not intuitive and user-friendly and need improvement.

Customer support options

  • Email
  • Phone

Supported platforms 

  • Windows
  • Mac OS
  • Linux

Ratings

With incredible performance, and marvelous service Freshsales had received 4.2 out of 5 in performance scale. It got an edge over others in terms of email campaigns and email tracking, it surely will continue to benefit organization and business in future.  

Conclusion 

Freshsales will improve your sales, increase your revenue, and help in client management. Use this star product to maximize lucrative opportunities. 

 

Final Verdict

Distribution business deals with many factors such as inventory management, day to day communication with clients, tracking transactions, a CRM Software it can help them make these activities easier.

With the use of technology Distributor can optimize and manage most complex and crucial tasks with the used CRM Softwares.