WPCRM

WPCRM is a CRM solution specifically designed for the wholesale distribution and manufacturing industries. According to the vendor, it aims to empower sales teams, enhance customer satisfaction, and provide actionable analytics for informed business decisions. The software is intended for use by sales professionals, marketing professionals, service professionals, and executives/management in these industries.

Key Features

Actionable Analytics: According to the vendor, WPCRM can transform sales data from ERP into meaningful information, providing users with a data-driven advantage for making smart business decisions.

Real Time Quoting: The vendor states that WPCRM is seamlessly tied to the ERP system, allowing users to access real-time pricing and availability information. This enables them to create professional-looking quotes instantly and convert them into orders without any hassle.

Mobile CRM: According to the vendor, WPCRM has an intuitive and user-friendly design, enabling users to access critical data from anywhere, at any time. It also integrates with Google Maps and email, providing on-the-go productivity.

Marketing Automation: WPCRM is said to assist users in creating effective and targeted marketing campaigns. According to the vendor, it allows for segmenting customers based on specific criteria and tracking marketing efforts to analyze campaign results.

Service: According to the vendor, WPCRM includes a built-in Service Desk that offers features such as design coordination, service catalog, service level management, asset management, and regional help desk management. This is aimed at providing exceptional customer support.

ERP Integration: The vendor claims that WPCRM is fully integrated with ERP systems, eliminating the need for manual data entry and duplicate data. It also provides access to existing customer data for better insights and decision-making.

Plaimaker (AI-Powered Sales Assistant): According to the vendor, Plaimaker analyzes customer data and suggests tasks and sales opportunities. It provides personalized recommendations for responding to customer situations and improves accuracy over time through learning algorithms.

Customer Scorecard: WPCRM is said to quickly identify at-risk customers, allowing users to prioritize tasks and sales activities accordingly. It also enables analysis of purchasing trends and customer behaviors.

Suggested Products: According to the vendor, WPCRM provides smart suggestions for cross-selling and upselling opportunities based on existing data and artificial intelligence. This is aimed at improving customer relationships, pricing, and margins.

Workflow Automation: The vendor claims that WPCRM can automate repetitive sales tasks and processes, streamlining sales operations and improving efficiency. This allows users to focus on selling and completing actions rather than administrative tasks.