Customer Relationship Management

Elevate and Strengthen Customer Relationships

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

Inform's Customer Relationship Management (CRM) tools provide conversational touch points like personal notes, contact activity history, open tasks, purchase history, order status, and related selling opportunities.  Using these tools, your team can proactively engage and connect with customers on a personal level, ensuring you remain a distributor of choice.


Customer Contact Screen


Begin customer interactions in the customer management 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


Strategically price customers, reassign selling resources, and guide marketing efforts with Inform's powerful analysis features. 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


Easily add activities to quotes and orders while creating visibility on individual and group calendars. The Inform calendar screen synchronizes teams through group views and shared calendar features for added insight into team events and critical customer follow-ups. Inside and field sales staff manage contacts and prospects with ease with pop up notes for follow-up activities and history. Plus, managers can see a 360° view of activities and results.

Salesperson Dashboard


Salesperson-specific, interactive territory dashboards provide actionable insights into order status, back orders, sales and profit performance. One click gives users access to details of any related order, product, sale or customer credit.

Sales Pipeline Forecasting


Build 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.

"We know more about the customers than the customer knows about themselves. That component gives us the innovation we need to have. It's the demand, the perfection, the day to day operation that customers need from us that allows us to be much more productive for them."

-Jorge Salcedo, To Rise Supplies