Customer engagement


Inform bridges the gap between ERP, the system that optimizes business operations, and CRM, the system that optimizes relationships with customers and potential customers.

Salespeople and distributors with the right information, at the right time, can strengthen customer relationships, incite loyalty, and provide better service than their competitors. Inform's Customer Engagement Management (CEM) provides conversational touchpoints like personal notes, contact activity history, open tasks, purchase history, order status, and related selling opportunities.

  • Engage customers and anticipate their needs
  • Synchronize Inform events and tasks across devices and other calendars
  • Readily available, actionable insight for sales team management

Customer Engagement Manager


Inform CEM, Customer Engagement Management, puts detailed contact information at the forefront of every engagement with your customer.

Begin customer interactions in the contact CEM screen, briefly orienting yourself with contact notes, A/R, rank, and activity history. Launch a pre-filled sales order or price quote. Get a quick Pivot Table sales analysis or run a sales opportunity report. Instantly answer questions with the one-click order inquiry, price inquiry,  and add a follow up activity.




Automatic Customer Ranking

Wholesale distributors use this powerful analysis to strategically price customers, reassign selling resources, and guide marketing efforts.

Inform evaluates your customers based on 6 optional parameters, including the popular concept of RFM, (Recency, Frequency, Monetary) to help you measure customer value. Our ranking methodology also includes Gross Profit, and Cost to Serve measures. Including lines-shipped and days-to-pay.



Integrated Calendar

calendar-screen-tab.pngInform CEM is threaded throughout daily operations, so you can easily add activities to quotes and orders, while creating visibility on individual and group calendars. The Inform home calendar screen provides robust group views and shared calendar features for insight into your teams events and critial customer follow up. Your inside and field sales staff better manages their contacts and prospects with productive follow-up activities and history. Management gets a 360° view of team activities and sales results.



Salesperson Dashboard

salesperson-dashboard.jpgSalesperson-specific, interactive territory dashboard provides actionable insights into order status, backorders, sales and profit performance. One click to details of any related order, product, sale or credit.





Sales Pipeline Forecasting

opportunity-pipeline-mockup.jpgBuild and proactively manage sales opportunities, including nurturing bids and quotes, tracking follow up, and managing the performance of assigned salespeople. Inform CRM helps wholesale distributors generate new product sales and grow revenue.


Lisa, Productivity Booster Specialist

DDI's dedicated solutions expert Lisa is available to answer any questions you may have about CRM, CEM and other Inform tools.