Elevate and Strengthen Relationships

Teams with the right information, at the right time, strengthen customer relationships, incite loyalty and provide superior service over competitors. Inform CRM (Customer Relationship Management) harnesses the data within your software to drive meaningful client conversations for engagement that turns into sales.

• Engage customers with proactive communication
• Synchronize events and tasks across devices and calendars
• Get a complete view of the customer, supplier and partner relationships
• Provide teams with conversational touch points like personal notes, contact activity history, open tasks, purchase history, order status, and related selling opportunities

Align Resources for Growth

Wholesale distributors use Inform's multi-dimensional rankings to strategically price customers, reassign selling resources and guide unified marketing efforts. Monitor your business to carry out bench marking and performance based management actions when needed.

Inform helps distributors measure customer value with 6 optional snapshots that matter most to your business including:

• RFM (Recency, Frequency, Monetary)
• Invoices
• Sales
• Profit
• Average Pay Days
• Lines Shipped

Optimize Sales Reporting

Inform CRM helps wholesale distributors idenitfy growth opportunities and resolve business issues with live reporting functionality.

• Salesperson-specific Reporting: Use interactive territory dashboards to get actionable insights into order status, back orders, sales and profit performance. One click to details of any related order, product, sale or credit

• Sales Pipeline Forecasting: Build and proactively manage sales lead nurturing and bid opportunities, track follow-ups and manage salesperson performance