CRM for Distributors

Connect channels. Build relationships. Close deals faster.

Build a strong network with your downstream distributors and agents. Efficiently manage contracts, orders, customer registrations, follow-ups, and training with automation.

CRM Channel Expansion
Channel Expansion

Set expansion goals. Track and manage all leads in one place

CRM Onboarding
Onboarding

Streamline onboarding process with customisable rules and contract terms based on business needs

CRM Contract Management
Contract Management

Manage contract risk. Sign contracts digitally. And archive contracts automatically

CRM Logistics Management
Logistics Management

From click to delivery - seamless account management, logistics and order management

CRM Channel Expansion
Distributor Management

Receive automatic risk alerts, manage escalations and payment reminders

CRM Onboarding
Service Support

Gain insights. Apply for discounts. Provide feedback. And request support

CRM Training Management
Training Management

Access to online learning, certification and more. Create a regulated ecosystem of certified distributors

CRM Contract Management
Customer Management

Plan and track progress with calendars, tasks and work blogs

CHANNEL EXPANSION

Expand your distribution channel

Set expansion goals. Track and manage all leads in one place.

CRM Channel Expansion

Define your channel expansion goals

Define distributor expansion goals by region and role for more focused growth.

CRM Channel Expansion

We make it easy to acquire leads

Capture dealer leads through market activities and online promotions. Our system supports lead management with OCR for business cards and emails, and stores all contact details securely for easy access.

ONBOARDING

Define your distributor onboarding process

Streamline your onboarding process with customisable rules and contract terms based on business needs.

CRM Onboarding

Customise your own onboarding rules and verify business eligibility

Support pre-contract verification of business information. Streamline the onboarding approval process and customise contract terms to meet your needs.

CRM Onboarding

Draft contract terms with preset templates to speed up your workflow

Draft contract terms based on preset templates to meet your business needs and speed up your overall workflow.

CONTRACT MANAGEMENT

Automated, digital and risk-compliant

Manage contract risk. Sign contracts digitally. And archive contracts automatically.

CRM Contract Management

Automated risk control and contract compliance

Automatically review key information in contracts according to predefined terms - such as region, industry, annual targets, payment amounts, discounts and rebates.

CRM Contract Management

Sign contracts digitally with electronic seals

With eSeals, you can achieve a smooth, paperless contract signing process - without the need for printing.

CRM Contract Management

Retrieve signed contracts in seconds

Easily access to signed contracts in the system. As they are automatically archived in the workflow once signed - so won’t be searching.

LOGISTICS MANAGEMENT

Connect, ship and track orders

From click to delivery - seamless account management, logistics and order management.

CRM Logistics Management

Streamline service tracking with external account access

The system allows distributors to use external accounts for order initiation, logistics tracking, service and invoice requests, with all interactions automatically logged for easier management.

CRM Logistics Management

Instant shipment tracking with real-time logistics updates

Allows distributors to retrieve and track courier and logistics information, giving them instant updates on their shipments.

CRM Logistics Management

Streamline online order processing with automation

Manage every step of the online order process - from submission and approval to shipping - with automated discounts and promotions.

DISTRIBUTOR MANAGEMENT

Effortless control of your channel distributor

Receive automatic risk alerts, manage escalations and payment reminders.

CRM Channel Expansion

Stay on top of distributor/sales performance

Tracks channel partner/distributor performance against set targets and triggers automatic risk alerts if targets are not met. Address performance issues in a timely manner with risk alerts.

CRM Channel Expansion

Automatically adjust tiers based on performance-based rewards

The system automatically adjusts tiers up or down based on performance, with corresponding role changes and purchase discounts for those who consistently miss targets.

CRM Channel Expansion

Automatic logging of service requests

Easily track distributor service requests with an automated logging mechanism. Allows for easier future review and management.

CRM Channel Expansion

Stay on top of your payments with automatic notifications

Set up automatic reminders based on the distributor's payment schedule. The system will notify you when payments are received, so you are always up to date.

SERVICE SUPPORT

Comprehensive support services for distributors

Gain insights. Apply for discounts. Provide feedback. And request support.

CRM lead icon 59

Your portal, your way

Customise your dashboard to view sales reports, lead opportunities and sales funnels for real-time business insight across multiple platforms.

CRM lead icon 59

Manage discounts and mitigate risk with automation

Distributors can request adjustments for special project discounts, with approval results sent via SMS or email. This strengthens settlement management to mitigate risk and prevent market disruption caused by potential abuse of settlement processes.

CRM lead icon 59

Go beyond complaints

Streamline the feedback mechanism for complaints, resolutions and performance reviews via email or external accounts.

CRM lead icon 59

Optimise sales with streamlined vendor support

Streamline approval processes between vendors and distributors for efficient advertising and promotions to increase product sales. At the same time, distributor can submit pre-sales support requests directly from their accounts.

TRAINING MANAGEMENT

A dedicated one-stop internal training platform

Access to online learning, certification and more. Create a regulated ecosystem of certified distributors.

CRM Training Management

Provide product training to your distributors

Access online learning, assessments, certification and credentials - all in one seamless platform - so your distributors can learn and become certified distributors for your company.

CRM Training Management

Learn the right skills and always be ready for the job

Provide personalised training by offering different courses tailored to different distributor roles and positions.

CRM Training Management

Stay on top of your partner's learning performance

Gain full insight into partners' learning progress by tracking and analysing their training data.

CRM Training Management

Stay in sync with your distributors

Share and manage assessment results with distributors in real time. Notifications are sent via SMS and email to those who have passed the assessment.

DATA ANALYSIS

Make strategic decisions with insight into distributor data

Collect and present data automatically. Support evaluation and performance with historical analysis.

CRM Contract Management

View all related business data in one place

With all data integrated, you can access customer orders and data directly from the distributor's profile card.

CRM Contract Management

Improve sales by analysing historical data

Analyse historical data to track regional distributor performance and customer trends. This insight helps to optimise sales strategies and effectively manage distributor relationships.

Ready to connect the dots?

Talk to our experts or book a demo to get started.

Experience the power of automation

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