Manage your complete sales process with a data-driven CRM solution that delivers measurable results.
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In the distribution world software can play a huge part in building efficiency. We have found customer data tends to be siloed, and not stored in one easily accessible place. Also, there's an inability to see a clear view of your pipeline. Without this, it's near impossible to monitor and forecast.
A lot of businesses in the the distribution world have poor knowledge of their customers and this results in wasted effort chasing the wrong customers. We don't want to see this happening if it doesn't have to!
Implementing right CRM (customer relationship management) system is the key to solving this problem. But you need one that your sales reps don't hate, and therefore, don’t use. By understanding your problems, we can recommend the right CRM that will give you better transparency of your sales.
We know our s**t when it comes to solving the distribution industry’s challenges with clever software.
The distribution industry generates vast amounts of data, including sales data, inventory data, and shipping data. Managing and analysing this data can be a challenge, especially if the data is spread across multiple systems and databases.
Distributors need to manage complex supply chains that involve multiple suppliers, warehouses, and distribution channels. This complexity can make it difficult to manage inventory, track orders, and coordinate deliveries.
The distribution industry is highly competitive, with many players vying for market share. Distributors need to be able to respond quickly to changing market conditions and customer demands in order to stay ahead of the competition.
Many distributors are still using outdated software systems or manual processes, which can be slow and error prone. Adopting new technology can be challenging, especially if it requires significant changes to existing processes and workflows.
Customers expect fast, accurate, and personalised service from distributors. Meeting these expectations requires sophisticated software systems that can track orders, shipments, and inventory in real-time, as well as provide customer service and support.
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Software can help you manage your complete sales process. This includes creating and maintaining relationships, managing cross-selling across your departments, importing quotes created in external software, and a lot more. CRM uses data and metrics to guide your efforts and measure success. Here are just a few ways software can help:
With a CRM system, the company can automate many of its processes, such as lead management, sales forecasting, and order processing. This can save time and reduce the risk of errors, ultimately increasing efficiency.
A CRM system allows the company to store customer data, such as contact information and purchase history, in one central location. This makes it easier for employees to access this information, which can improve communication and ultimately lead to stronger customer relationships.
A CRM system can help the company track sales metrics, such as revenue and conversion rates. This information can be used to identify areas of opportunity for growth and to make data-driven decisions.
A CRM system allows employees across different departments to access and share customer data, which can lead to improved collaboration and communication within the company.
By storing customer data in a CRM system, the company can quickly and easily respond to customer enquiries and provide personalised support.
Talk to an expertoptimate.me worked closely with TotalEnergies to define the current pain points within the business and to work out why they might implement CRM. They had previously implemented a lightweight web-based CRM and this hadn’t been successful so it was important to find a new system that will help them scale.
Read more...Fern Energy was created through the partnership of two long-standing, trusted Kiwi companies, Southfuels and Farmlands Fuel, to better serve the people at the heart of our primary industries across New Zealand.
Read more...With a start-up staff count of around eight, Alchemy Agencies put in place an in-house system based on Microsoft Access around three years ago. However, to gain thorough visibility of supply roadblocks, New Zealand importer and distributor Alchemy Agencies had to move to a more modern Customer Relationship Management platform.
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We are thrilled to announce that optimate.me and Evolution Marketing, an Australian-based company operating in the same field, have officially merged. Both organisations recognised the alignment of our values and goals and the potential for an even stronger future together.
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