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Top 10 CRM Software for Distributors [Do You Even Need One?]

Girinath A
January 15, 2024 |
Top 10 CRM for Distributors

Wholesale distributors are meeting the demands of customers, by also adopting customer relationship management or CRM software for distributors. These are systems that provide businesses with a single source of user-accessible information about customers, prospects, and partners. Distributors can streamline processes with a strong CRM software solution and create a more customer-centric organization. 

Top 10 CRM Software in the Market for Distribution Businesses

According to a report from Findstack, Salesforce, Microsoft, and Oracle have some of the highest shares of the CRM market. We’ve compiled a list of the best CRM tools for distributors, based on main features, price, and customer reviews. 

1. Zoho CRM

To consolidate your sales, marketing, and customer support operations and to simplify your procedures, rules, and staff, use Zoho CRM as a single platform. Zoho CRM is a great option for distributors who want a comprehensive CRM solution that’s easy to use and customizable.

Over 150,000 companies in over 180 countries are empowered by Zoho CRM. By closing more sales, it enables organizations to interact with consumers, convert more leads, and increase revenue.

2. HubSpot Sales

HubSpot Sales is a great choice for distributors who want a CRM that’s focused on sales and includes powerful features like email tracking and automatic lead assignment. The platform offers powerful sales tools to help teams manage their pipeline more efficiently, strengthen connections, and complete more business.

It contains a fully complete sales CRM, sales engagement tools, quotation and CPQ features, reporting and analytics, and more. It also has the potential to effortlessly interface with over 1,090 apps in HubSpot’s App Marketplace. 

3. Pipedrive

Pipedrive is a great CRM for distributors who need a simple but effective solution that’s easy to use and includes features like pipeline management and activity tracking. It is a great CRM solution that can help with marketing and the full sales process.

It also functions as an account-management tool. Because Pipedrive is proactive, calls and emails are automatically tracked, organized, and their schedules are synced between devices. The ability of Pipedrive to visualize the sales process from beginning to end is one of the most visible features that attracts small to mid sized enterprises (SMBs). This can increase productivity by automating major tasks that are crucial to retain customer satisfaction. 

4. Salesforce Sales Cloud

Salesforce Sales Cloud is a great option for distributors who need a comprehensive CRM solution with features like lead management, contact management, and opportunity management. Business-to-business (B2B) and business-to-customer (B2C) sales, marketing, and customer support are supported by the Salesforce Sales Cloud customer relationship management (CRM) platform.

With its comprehensive solution that combines marketing, lead generation, sales, customer care, and company analytics, Sales Cloud is a completely configurable offering that gives users access to hundreds of third-party apps. The platform is offered as Software as a Service (SaaS) for browser-based access. Users can exchange information or pose queries to the user base using a real-time social feed for cooperation.

Relevant Reading: Salesforce CRM Integration

5. Infor CRM

Infor CRM offers a complete suite of solutions for all stages of the customer lifecycle — from initial contact to post-sale follow-up. It helps companies capture the right information at the right time in order to make better business decisions. The CRM software is very versatile, scalable, and adjustable. The system can be installed on your own server with an On-Premise software license or deployed online in the Cloud. 

The sophisticated CRM and Salesforce Automation (SFA) features of Infor CRM are one of its main advantages. You may manage contacts and customers using Infor CRM. It also streamlines sales operations and makes it simple to identify sales possibilities. It also has comprehensive CRM capabilities for managing teams and territory. Additionally, the solution interfaces with other Infor products, such as Infor ERP packages, without any issues.

6. Microsoft Dynamics 365

Microsoft Dynamics 365 is a great CRM for distributors who need a comprehensive solution with features like customer service, field service, and project service automation. Dynamics CRM covers sales, marketing, customer service, and customer support, all with seamless integration with Outlook and Microsoft Office 365. Also, Dynamics CRM saves all customer interactions in a shared high-performance SQL CRM database throughout your firm.

Microsoft Dynamics CRM’s seamless integration with other Dynamics 365 modules, including Dynamics 365 Sales, Dynamics 365 Marketing, Dynamics 365 Customer Service, Finance and Operations, and Dynamics 365 Field Service, is one of its key advantages.

You can update your Dynamics 365 CRM software as your company expands and evolves, or you can add more Dynamics 365 modules to create a comprehensive and versatile solution.

7. Oracle CX Cloud 

Oracle CX Cloud is a great choice for distributors who need a complete CRM solution with features like marketing, sales, service, and commerce. To assist you in creating and managing long-lasting client connections, Oracle CX Cloud goes above and beyond conventional CRM solutions.

Additionally, it enables companies to engage at precisely the right time for everything from client acquisition to retention. As an all-in-one experience that incorporates social media, call centers, mobile, and in-store touch points, Oracle ensures improved client interactions with your company across a range of channels,  emphasizing customer satisfaction and social relationship management capabilities.

See also: Oracle NetSuite + Shopify Integration Explained

8. SAP Hybris Cloud for Customer

SAP Hybris Cloud for Customer is a great choice for distributors who need a complete CRM solution with features like sales force automation, marketing automation, and service automation. In contrast to the conventional SAP CRM on-premise configuration, SAP C4C (Cloud for Customer) is a cloud-based CRM management system.

The greatest CRM-based sales, service, and marketing strategies are offered by SAP C4C, including ways to access mobile devices. Additionally, SAP Hybris differs from SAP Hybris Cloud for Customers in that it provides products for marketing, sales, billing, and revenue.

9. Freshsales

Freshsales is a good choice for distributors who want an easy-to-use CRM with powerful features like lead capture, contact management, and opportunity management. One-click phone, sales lead monitoring, sales management, event tracking, and more features are available on Fressales.

From the service, users may send tailored bulk emails and then keep tabs on their usage. Inbox emails from contacts and leads that are awaiting a response are automatically given the highest priority.

10. LeadSquared 

LeadSquared being a full client acquisition platform for enterprises brings your sales and marketing teams together by combining the functions provided by both CRMs and marketing automation tools. Clients from the financial, e-commerce, education, health and wellness, marketing, real estate, software, and hotel sectors are served by LeadSquared CRM.

Users can automate operations like lead generation, marketing, sales CRM, reporting, and analytics with the aid of LeadSquared. 

Some of the key features offered by LeadSquared include lead scoring, landing pages, marketing and sales data, segmentation, and role-based user access. Moreover, applications like Super-Receptionist, Ozonetel, LiveChat, Olark Connector, Zopim, and GoToWebinar may all be integrated with it.

Recommended Reading: CRM and ERP Integration – Why should you need one?

Why Do Wholesalers Need CRM Software?

The more satisfied your customers are, likely they will be to return, and recommend it to others. Customer Relationship Management software can help you achieve this goal by helping you retain valuable customers and provide them with a better presale and post-sale experience. Here are the key benefits of CRM software:

Saves Time and Money by Reducing Manual Efforts

A CRM system saves time and money by automating routine tasks for distribution businesses. The software automates repetitive tasks such as sending emails or making calls to customers. This way, wholesale businesses can empower their team members, especially customer-facing teams, to focus on more important tasks like generating leads or improving customer services. Also learn about AI in distribution industry

Streamline Your Sales Process

CRM is an essential tool to simplify the sales process as it centralizes all contact information in one place. It becomes easier for your sales team to reach out to new potential customers without having to spend time on data entry or paperwork.

Sales reps also have access to the relevant customer data at their fingertips, including pricing, inventory, quotes, items and SKUs, and payment details, allowing them to build strong relationships between your customer and the distribution company. Investing in B2B sales training can also be massively beneficial for helping sales reps make the most out of these power CRM systems.

Centralization of Customer Information

Wholesale CRM software makes it easy for employees in various departments within your company to access the same information about customers at any time. Whether they are sales managers, marketing teams, business owners, or even outside sales reps, manufacturers, or vendors, the data in-hand is accurate and timely without the need to update multiple systems.

Access to Detailed Analytics

A good CRM platform will offer deeper insights, helping you better understand your end-users’ unique needs, wants, and requirements. This will help you discover potential leads, strengthen sales pipelines, boost marketing efforts, and help forge stronger customer relationships.

More Efficient Sales & Marketing

With the smart use of customer data and the business intelligence features that most popular CRMs offer, marketing campaigns can achieve the best results. Distribution companies can use these insights for social media, email marketing activities, and more. Thanks to the central location of key customer information, they are empowered to work more efficiently with salespeople.

To Automate your Business Process

Wholesale distribution companies can use CRM software for improved sales automation and marketing automation. They are able to save time and costs associated with manual efforts. With CRM integration, they can even ensure that the CRM software “speaks” with the ERP software, ecommerce platform, inventory, payments, and other software for seamless processes.

Read More: eCommerce CRM Integration: A One-Stop Guide

A Quick Look Upon CRM Integration-Why You Need One?

So now you know what CRM is and how important it is to every organization, now it’s time to discuss what CRM Integration is and why you should pay attention to it. 

In order to maintain every data point connected with your CRM software, CRM data integration entails integrating your CRM application with eCommerce platforms and any other systems that your businesses use on a regular basis.

Here are some of the top reasons that explains why you need CRM integration to succeed:

  • By integrating your CRM, you can make sure that it has all of your customer-specific data in one location. Additionally, it lessens multi-point data ambiguities and gives the sales staff confidence to deal with consumers. 

  • Integrating your CRM with systems like ERP helps you reduce the time needed for manual tasks and improves the effectiveness of handling customer requirements. 

  • Shortening the sales cycle and accelerating the sales process are undoubtedly benefits of having your CRM software coupled with data sources like your website. This implies that your sales staff has superior overall data to work with, allowing them to act on it right away and swiftly complete transactions.

The Next Step: Integration

If you’re seeking a thorough Integration application for your CRM Integration, you should look into DCKAP Integrator. In order to meet your specific business demands, DCKAP Integrator offers solutions that are tailored to order and completely rethink how you work with your regular apps or software systems. Here are some key features of DCKAP Integrator:

  • Real-time and scheduled data synchronization
  • End-to-end security for your data
  • User-Friendly dashboard
  • Integrate n number of multi-platform systems
  • Advanced mapping and modifiers
  • Complete logs
  • No manual workload
  • No-Code Development

Recommended reading: CRM Data Integration: How It Works With Other Systems

In addition to automating your CRM Integration, DCKAP Integrator makes sure that all interactions are dependable, secure, and safe. Additionally, you may fully design and set up your integration in accordance with your particular business requirements. For a number of companies utilizing popular CRM programs including Salesforce, Microsoft Dynamics 365, Oracle Sales Cloud, Hubspot, and Netsuite, DCKAP Integrator has offered flawless interfaces. 

Make the Most Out of Your CRM Through Integration 

A CRM system is a necessary tool today. You can keep track of clients and make sure that they are happy with your services or products. And effective integration are a great way for distributors to utilize it to its full potential. 

Integration is the key to making the most out of your CRM system So, make sure that your CRM system is integrated with the leading tools and technologies through an automated process. This way, you can easily acquire more customers and provide them with a smooth experience from start to finish.

Want to streamline your CRM integration with zero hassles? Get in touch with integration experts to know how DCKAP Integrator ensures seamless integration.

Girinath A

Girinath is a Senior Business Analyst with vast experience in Integrations of SaaS products across various platforms such as ERP, eCommerce, CRM, and other customer solutions. He also plays a role as a Solution Consultant showcasing the Product features to the prospects and providing solutions to the B2B customers based on their Business requirements. He acts as a liaison among the stakeholders and ensures the customers achieve the desired results. In his free time, he enjoys playing cricket, traveling to interesting places, taking part in adventure sports, and tour vlogging.

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