Core CRM Features, Designed for Electrical Supply Distributors
Full ERP Integration
Get real-time insight to all your ERP data including pricing and availability.
Account & Contact Management
Keep all records in one place, track activities, and sync data to and from email systems.
Robust Opportunity Pipelines
Tailor opportunity management to fit your unique sales process including multiple categories.
Data-Driven Insights & Analytics
Take the guesswork out of a rep’s day by showing customized dashboards that highlight upsell or cross-sell opportunities and product slippage reports.
Best of Breed Mobile App
Give outside sales reps full CRM capabilities on their mobile phone. Leverage our AI- powered app Plaimaker to serve up product suggestions for each customer.
360 Degree Customer View
WPCRM collects information from each integrated system and displays all relevant activities in one place.
Job Management for Electrical Distributors
Simplify the bidding process and manage complex projects with ease
WPCRM’s Job Management feature gives Electrical distributors a competitive edge by streamlining project tracking, bidding, and compliance processes across multiple contractors and customers. Key benefits include:
- Easily manage commercial project bids, tracking each stage and contractor for seamless coordination.
- Stay organized with comprehensive tools for tracking job milestones, quotes, and compliance, saving time and improving project conversion rates.
- Manage every aspect of jobs, including submittal status, bill of materials (BOM), and win/loss tracking, all within WPCRM’s Quoting tool.
Quoting made simple
WPCRM’s Quoting tool is built to meet the specific needs of Electrical distributors, streamlining the quoting process and improving efficiency by integrating directly with your ERP system. Key features include:
- Get accurate, up-to-the-minute pricing and product availability directly from your ERP system, ensuring your sales team always has reliable information.
- Quickly create branded, professional-looking quotes with logos and images. Share quotes you’ll be proud to present to clients, even while in the field.
- Increase conversion rates with consistent, well-designed quotes and fast, accurate follow-up workflows.
- Convert quotes to orders instantly, reducing delays and improving customer satisfaction.
Improve Sales Forecasting
Gain insights from customer purchasing patterns and create more accurate forecasts, ensuring you’re always ahead of demand and prepared to deliver.
More time selling, less time thinking
Leverage AI and actionable analytics to prioritize a salesperson’s accounts, highlight growth opportunities and prevent churn.
Increase Team Efficiency with Streamlined Workflows
Reduce time spent on repetitive tasks and administrative burdens. WPCRM automates key processes, helping your sales team focus on strategic activities that drive revenue and build stronger customer relationships.
