About this template

Optimize your wholesale business operations with this comprehensive CRM solution. Track inventory, manage orders, and streamline supplier communications. Ideal for wholesalers looking to enhance their supply chain efficiency and customer relationship management.

What’s included

Boards

Accounts Board - The Accounts board is essential for managing your wholesale business relationships. It allows you to organize and track detailed information about each account, including their domain, industry, employee count, and headquarters location. This helps streamline communication and ensures that all relevant details are readily accessible, aiding in more personalized and effective client interactions. By mirroring related deals, you can also keep track of all transactions associated with each account in one place.
Leads Board - The Leads board is designed to manage the lifecycle of potential business opportunities. This board helps you track the status of each lead, capture essential contact information, and log the last interaction. The 'Create a contact' button simplifies the process of adding new contacts to your CRM, ensuring no lead is lost. By maintaining organized and up-to-date lead information, your sales team can prioritize their efforts and focus on converting leads into valuable accounts.
Contacts Board - The Contacts board centralizes all information about individuals you interact with, whether they are associated with accounts or deals. This board features fields for contact details, title, priority, and type, as well as a section for comments. By linking contacts to their related accounts and deals, you ensure that all interactions and business activities are tracked accurately, facilitating better relationship management and follow-up procedures.
Deals Board - The Deals board is crucial for tracking the progress of sales opportunities. This board helps you manage each deal’s stage, owner, value, and expected close date. By mirroring accounts and contacts, you can see all the parties involved in each deal. Tracking the close probability and forecast value helps your team to focus on the most promising deals and make data-driven decisions to optimize sales efforts and close deals efficiently.
Products & Services Board - The Products & Services board is designed to manage the catalog of items your wholesale business offers. It includes fields for product names, descriptions, prices, SKUs, and types. This board helps you keep your inventory organized and ensures that your sales team has quick access to accurate product information, which is critical for preparing quotes and providing clients with the most up-to-date offerings.

Dashboards & Reports

Annual Target - This dashboard allows wholesale professionals to track their yearly sales goals, ensuring they stay on target and can make necessary adjustments to strategies throughout the year.
Monthly Target - By monitoring monthly sales targets, professionals can identify short-term performance trends and make timely decisions to boost sales efforts.
Average Deal Value - Understanding the average value of deals helps wholesalers in pricing strategies, identifying high-value clients, and optimizing sales efforts for maximum revenue.
Active deals - Forecasted Revenue - This dashboard provides insights into ongoing deals and their potential revenue, helping professionals to forecast financial outcomes and manage expectations.
Deal status distribution - By analyzing the status of all deals, wholesalers can identify bottlenecks, assess sales pipeline health, and take action to move deals forward.
Actual Revenue by Month (Deals won) - Tracking monthly revenue from closed deals helps professionals understand seasonality, performance trends, and the effectiveness of their sales strategies.
Pipeline conversion - This dashboard tracks the conversion rates through the sales pipeline, highlighting areas for improvement and success rates at different stages.
Activity tracker - Monitoring sales activities ensures that professionals are consistently following up with leads and clients, maintaining strong relationships and improving sales performance.
Forecasted Revenue by month - Providing a monthly revenue forecast, this dashboard helps professionals to plan resource allocation and manage financial expectations.
Forecasted Revenue by Stage - By forecasting revenue based on deal stages, wholesalers can better understand which stages need more focus and resources to increase conversion rates.
Deals Stages by Rep - This dashboard tracks the progress of deals handled by each sales representative, helping managers to identify top performers and areas where additional coaching is needed.
Deal Progress based on Month Added - Tracking deal progress from the month they were added helps professionals understand the sales cycle length and identify trends in deal progression.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that key team members are immediately informed of new communications, facilitating prompt responses and improving customer service.
When an email is opened → Notify item subscribers with a message - By notifying team members when an email is opened, this automation helps sales professionals to follow up at the right moment, increasing the chances of engagement.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlining the process of adding new contacts, this automation ensures that all new leads are promptly organized and ready for follow-up.
When a lead is created → Set its status to 'New Lead' - Automatically updating the status of new leads ensures they are properly categorized and prioritized for timely action by the sales team.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeping the last interaction date updated helps professionals maintain accurate records of client engagements, ensuring timely follow-ups and continuous relationship management.

Frequently asked questions

How can this CRM template help me manage wholesale inventory levels effectively?

This CRM template allows you to track inventory levels in real-time, set reorder points, and manage stock across multiple warehouses to ensure you never run out of key products.

Can this CRM streamline my wholesale order processing and fulfillment?

Yes, the CRM provides tools to manage order processing from purchase order to delivery, ensuring timely fulfillment and accurate order tracking for your wholesale business.

How does this CRM assist with supplier management for wholesalers?

The CRM helps you maintain detailed records of supplier contacts, track purchase history, and manage communication to build stronger relationships and negotiate better terms.

What features does this CRM offer for tracking customer orders and payments in wholesale?

This CRM includes features for tracking customer orders, monitoring payment statuses, and generating invoices, helping you maintain a clear view of your receivables and manage cash flow efficiently.

How can this CRM help me analyze sales performance and inventory turnover in wholesale?

The CRM provides detailed analytics and reporting tools to assess sales performance, track inventory turnover rates, and identify trends, enabling data-driven decision-making to optimize your wholesale operations.

Can this CRM improve my wholesale customer relationship management?

Absolutely, the CRM allows you to track customer interactions, manage sales pipelines, and provide personalized service, which helps in building stronger relationships and increasing customer loyalty.

How does this CRM handle bulk order discounts and pricing for wholesale customers?

This CRM includes features to manage bulk order discounts and special pricing tiers for different customer segments, ensuring accurate and consistent pricing across your wholesale business.

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About this template

What’s included

Frequently asked questions

How can this CRM template help me manage wholesale inventory levels effectively?

Can this CRM streamline my wholesale order processing and fulfillment?

How does this CRM assist with supplier management for wholesalers?

What features does this CRM offer for tracking customer orders and payments in wholesale?

How can this CRM help me analyze sales performance and inventory turnover in wholesale?

Can this CRM improve my wholesale customer relationship management?

How does this CRM handle bulk order discounts and pricing for wholesale customers?

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