Yes. PipeFlow360 can help distributors, wholesalers, suppliers and logistics businesses manage prospects, customer relationships, sales opportunities, communications and marketing from one connected platform.
Is PipeFlow360 designed for B2B distributors?
Can our sales team track prospects and customer opportunities?
Yes. Build custom sales pipelines around your process, such as New Prospect, Contacted, Quote Requested, Quote Sent, Follow-Up, Negotiation, Won and Lost, or create stages specific to your organization.
Can we automate follow-up with customers and prospects?
Yes. Automated workflows can trigger emails, text messages, internal notifications, tasks and other actions based on a contact’s activity, sales stage or other criteria.
Can PipeFlow360 help our outside sales team?
Yes. Sales representatives can access contacts, conversations, opportunities, tasks and other information online or through the mobile app, helping them stay connected while they’re away from the office.
Can we segment customers by product, territory or account type?
Yes. Tags, custom fields, lists and other CRM tools can be used to organize contacts by territory, product interest, account type, salesperson, customer status or other criteria relevant to your business.
Can PipeFlow360 help us communicate promotions or product information?
Yes. Use email, SMS, landing pages and other marketing tools to distribute promotions, product announcements, events, educational content and targeted communications to selected customer groups.
Can we manage quote requests and new account inquiries?
Yes. Forms, landing pages, chat and other lead-capture tools can collect inquiries and route them into the appropriate sales pipeline, where your team can track the opportunity and automate follow-up.
Does PipeFlow360 replace our ERP, inventory or distribution management system?
Not necessarily. PipeFlow360 is designed to strengthen the customer-facing side of your operation, including CRM, sales pipelines, marketing, communication, lead generation and automation. It can work alongside the ERP, accounting, inventory and operational systems your business already relies on.