Manage Wholesale Customers, Quotations and Sales Follow-ups in One Place
Bring corporate customers, company contacts, sales opportunities, quotations and follow-up actions together in CRM. Give your wholesale sales team a more structured and visible way to manage customer relationships.
Manage Wholesale Sales Processes Together with Customer Relationships
Wholesale customer relationships can generate many conversations, quotations and commercial opportunities over time. CRM helps manage this history and ongoing sales processes within a shared structure.
Keep customer information connected to the sales process
With DinamikCRM, bring company records, contacts, sales opportunities, quotations, conversations and follow-up actions together under the same customer relationship.
Make Customer Follow-up Easier for Wholesale Sales Teams
When customer information, quotations and follow-ups remain in different files or with individual team members, the overall sales process becomes difficult to see.
Scattered Customer Tracking in Spreadsheets
Prevent customer and sales information from becoming fragmented across multiple spreadsheets.
Multiple Customer Contacts
Manage purchasing, management and other contacts within the same company together.
Invisible Sales Opportunities
Track potential sales as opportunities and see which stage each opportunity has reached.
Hard-to-Track Quotations
Keep each quotation visibly connected to the relevant customer and sales opportunity.
Missed Customer Follow-ups
Plan calls, meetings and quotation follow-ups as structured sales tasks.
Customer Knowledge Tied to Individuals
Move customer history beyond the personal notes and memory of individual sales representatives.
Bring Customers and Company Contacts Together on One Record
Manage the companies you sell to as corporate customers. See different contacts, conversations and ongoing commercial processes within the same customer history.
Track Potential Sales from the First Meeting to Quotation Follow-up
Turn a new commercial request into a sales opportunity, connect the quotation process to the customer and keep next actions visible across the sales team.
Do Not Leave Customer History in a Sales Representative's Memory
Bring conversations, emails, quotations and follow-up actions into customer history so commercial relationships can be maintained across the team.
Plan Customer Follow-ups and Sales Actions
Plan quotation follow-ups, customer calls, visits and future meetings as tasks, while keeping owners and dates visible across the team.
For Teams Selling Wholesale to Corporate Customers
DinamikCRM helps different wholesale sales models manage customer relationships and sales follow-up within a shared CRM structure.
Wholesale Companies
Manage corporate customers, opportunities, quotations and sales follow-ups centrally.
Businesses Selling Through Dealers and Retailers
Make commercial conversations and follow-ups across different customer locations visible.
Manufacturer Sales Teams
Track customer, quotation and sales relationships outside production processes in CRM.
Distributors
Share corporate customer relationships and ongoing sales opportunities across the team.
Field Sales Teams
Bring customer visits and subsequent sales actions into the CRM process.
B2B Sales Teams
Manage longer corporate sales relationships through opportunities, quotations and follow-up steps.
Move Wholesale Sales Follow-up Beyond Spreadsheets and Personal Notes
Manage customers, sales opportunities, quotations and follow-up actions in a shared sales workspace with DinamikCRM.
About Wholesale Sales CRM Software
What is wholesale sales CRM?
Wholesale sales CRM is a customer relationship management approach that helps centrally manage corporate customers, company contacts, sales opportunities, quotations, conversations and follow-up actions.
Why should wholesale companies use CRM?
Wholesale customer relationships can last for extended periods and involve many conversations, quotations and follow-up actions. CRM helps make this commercial history visible across the team.
Can customer quotations be tracked with CRM?
Quotation processes can be associated with the relevant customer and sales opportunity, helping the sales team understand the commercial context of each quotation.
Can multiple contacts be managed under the same company?
Yes. Different contacts within the same corporate customer can be managed under the company relationship and evaluated together with customer history.
Can CRM be used by field sales teams?
Customer visits, conversations and subsequent sales actions can be tracked as part of the CRM process, helping field and office teams work with shared customer information.
Is wholesale sales CRM an inventory or ERP system?
No. In this use case, DinamikCRM focuses on customer relationships, sales opportunities, quotations, conversations and commercial follow-up processes. Inventory, accounting and other operational ERP processes can remain in separate systems.
Is wholesale sales CRM suitable for small and medium-sized companies?
Wholesale companies of different sizes that want to manage customers, opportunities, quotations and follow-up processes in a more structured way can benefit from a CRM approach.
Manage Your Wholesale Sales Processes in One Place
Centralize corporate customers, sales opportunities, quotations and follow-up actions with DinamikCRM.