Industry solutions
CRM for Wholesale and Distribution Companies
Monitor the pipeline by region and rep, plan visits and report on target achievement.
How does a CRM work for distributors and wholesalers?
A CRM for wholesale and distribution companies splits a large customer portfolio by region and rep and tracks the pipeline, field visits and target achievement in one system. In nullCRM every dealer and outlet is a customer card; visits are planned as tasks and regional reports appear on the live dashboard.
Common problems in the industry
- Hundreds of dealers and outlets live in Excel lists; the current owner is unclear.
- Field visits and meeting notes never reach the office.
- Regional targets are compiled manually at month end.
- Price lists and campaigns reach the field late.
The flow with nullCRM
- 1
Region and rep
Customers are grouped by region, channel and rep; each rep sees only their own portfolio.
- 2
Visit plan
Field visits are planned as calendar tasks and meeting notes are logged on the customer card.
- 3
Pipeline
Deals move through stages per dealer and region; loss reasons are recorded.
- 4
Target reports
Rep and regional targets are compared with actuals in real time.
Frequently asked questions
Can the field sales team use it on mobile?
Yes. nullCRM is web-based; the field team accesses customer cards, visit tasks and notes from a phone or tablet browser.
Can reps see each other's customers?
With role-based permissions each rep sees only their own region and portfolio; managers monitor all regions.
Can dealer-specific prices and discounts be defined?
Yes. Price lists and discount rules per customer group are defined in the Quotes module; exceeding a limit requires manager approval.
How is target tracking done?
Monthly and yearly targets are entered per region, rep and product group; achievement is monitored live in the Reporting module.
Let's plan a demo tailored to your company.
Let's plan a demo tailored to your company — we'll listen to your processes and show you how nullCRM fits.