The growth of e-commerce and the influx of new entrants into the industry have led to structural changes that impact almost every aspect of the landscape. However, customers remain at the center of the wholesale business, and the need to understand their purchasing behavior has never been greater.

To meet this need, SugarCRM provides users with actionable sales intelligence and insights into their customer base. As technology advances, understanding customer behavior remains crucial for success. Intelligent Account Management equips businesses with the confidence to tackle challenges and continue to grow.

Seamless Data Integration

  • Leverage a Unified Interface: Easily integrate CRM and ERP data into one platform.
  • Eliminate Silos: Consolidate all customer interactions and transactions.
  • Get a 360-Degree View: Analyze your sales data to highlight your top-grossing items, best and worst sellers, and those that generate the highest profit margins.

AI-Driven Insights

  • Access Predictive Analytics: With potentially thousands of inventory line items, distinguishing between low-margin and high-margin products is essential.
  • Proactively Manage Issues & Opportunities: Identify missed opportunities with ERP fed insights becoming a customer advisor with account snapshots. Building sellers confidence, while elevating customers interactions.
  • Tailor Your Approach: Customize marketing and customer service efforts based on real-time intelligence

Enhanced Sales and Buyer Enablement

  • Get Actionable Insights: Equip sales teams with your best-selling, most profitable products with just a few clicks, for happier, more effective salespeople.
  • Personalize Engagement: Enable efficient lead nurturing, newsletters and tailored interactions.
  • Optimize Execution: Leverage content sharing and personalized customer portals.
360 Degree Customer Views

Comprehensive Customer Journey Mapping

  • Map the Journey: Manage the entire customer journey from start to finish.
  • Identify Critical Touchpoints: Pinpoint and optimize key interactions.
  • Personalize Experiences: Boost satisfaction and reduce customer churn with tailored engagement & offers.
CRM analytics

Real-Time Analytics & Reporting

  • Create Custom Dashboards: Gain a comprehensive view of your entire inventory and see which customers have purchased specific products over time. Then with one click create a customer facing snapshot.
  • Access Real-Time Data: Automate the task of analyzing data, providing a better understanding of company performance and creating a proactive sales culture.
  • Optimize Sales Performance: Offer a complete customer view for the entire business, enabling the identification of valuable sales growth opportunities.
Sugar Sell Mobile App

Mobility for On-the-Go Access

  • Get Real-Time Updates: Access ERP metrics and update CRM data from anywhere.
  • Enhance Agility: Ensure instant customer interaction are captured and next best actions are established.
  • Improve Operational Efficiency: Accelerate responsiveness and operational agility.
Guided Selling with ERP Integration

Improved Customer Segmentation & Personalization

  • Track Historical Views: Access and manage all customer purchases and interactions.
  • Segment Smarter: Create targeted marketing campaigns based on customer behavior
  • Achieve Higher Conversion Rates: Enhance customer satisfaction and increase revenue with personalized communications
Service Agents Platform

Efficient and Proactive Customer Service

  • See Comprehensive Histories: Access and share detailed customer records for efficient customer service.
  • Get Real-Time Predictions: Use analytics to anticipate and resolve issues.
  • Improve Resolution Rates: Increase customer satisfaction with proactive support.

We Know Wholesale:
20 Years of Experience and 1000+ Customers

“We are using sales-i to identify when and where our margins may be slipping. If we are being undercut by a chain retailer, we know quickly and can work to rectify this for our customers.”

-Chris Horobin, Sales Director at Alert Electrical

Read the case study here.

Guided Selling in Action

After integrating a guided selling tool, Essendant Office Products saw immediate uplifts in their marketing efforts including:

$3.9+

million in total revenue since launch

Conversion of 3,601 dormant accounts – purchasing as much as

$15,525

Email Open Rates

74.2%

Email Open Rates

Up to

25%

Email Click Thru Rates

Additional Resources

The 2024 State of CRM Report

Insights from 800+ sales, marketing, service, and IT leaders around the world on what new CRM activities leading organizations have adopted.

Learn More

Connecting the Manufacturing Value Chain

Uncover the potential of connecting CRM and ERP to streamline the customer purchase journey across both systems.

Learn More

Maximizing Profit from Quote to Sales to Service

Watch this on-demand webinar where industry experts discuss RevOps best practices in the industrial, manufacturing, and distribution sectors.

Watch Now