Contact Management

SMP provides you with one place to manage all of your important contacts — customers, prospects, vendors and more. By entering and maintaining all of your contacts in one centralized database, everyone on your team will have the information they need to track important activities, tasks, notes, emails, and more.

Customer Management

With SMP, you have complete visibility to your important customer information including open orders, bids and quotes, sales and activity history and much more. You will be able to leverage your customer information for more than simply tracking contacts and activities. It also helps you identify who the key decision makers and influencers are in each account, track pain and hot-button issues, transfer important information to new sales reps and create customer report cards based on important buying behavior.

Manage Prospects

SMP allows you to stay on top of your prospects and provides visibility into your sales activities. Your reps can manage their tasks, calls, appointments, sales notes, history and to-dos inside of SMP. Quickly report on activity levels to know that they are continuing to work their sales plans.

Activity Management

Activity tracking allows you to add tasks, log phone calls, record customer meetings and log information requests for yourself or for others in your company. You can easily review the activities for each customer and associate those activities with the responsible contacts in each company. Managers can easily report on and view activities to quickly understand activity levels and status.

“Planning is better and easier now because SMP provides a built-in level of accountability – from goals to task management and customer follow-up.”

Opportunity Management

Sales opportunities are the life of any distribution company. SMP allows you to track, report on and prioritize your sales opportunities. Everything your reps and sales managers need to track opportunities is included — products, dollars and cents, activities, contacts and notes.

Pipeline Visibility

Mobile Sales Tools

Easy, intuitive, self-serve

Self-Service Creation: Drag-and-drop to create your own visualizations — without technical expertise.

Intuitive: Use simple drag-and-drop interfaces to create flexible, interactive data visualizations. Explore data with smart visualizations that automatically adapts to the parameters you set — no need for developers, data scientists or designers.

Smart Search: Use natural search to navigate complex information to accelerate discovery.

Data Storytelling

Allows you to share multiple points of view — with the ability to dive back into source analysis at any point.

Elegant

Easily engage, understand, communicate, collaborate and share data to any device with eye-catching, ready-to-use visualizations.

Smart, Interactive Visualizations

Beautiful out-of-the-box visualizations instantly respond to interactions and changes in context.

Responsive Design

Access on any device, anytime, anywhere.

Secure

Flexible security for data and content across all devices.

Predefined, Shared Visualization Library

Take advantage of data models, apps, dashboards and stories created by teammates.

About Qlik®

Qlik delivers intuitive platform solutions for self-service data visualization, guided analytics applications, embedded analytics and reporting to approximately 40,000 customers worldwide. Companies of all sizes, across all industries and geographies, use Qlik solutions to visualize and explore information, generate insight and make better decisions. Qlik optimizes Business Intelligence (BI) by harnessing the collective intelligence of people across an organization. Qlik focuses on empowering people—by enabling everyone in an organization to see the whole story that lives within their data.

Analyze your customers, prospects and vendors

SMP’s powerful analytics capabilities allow you review and analyze your customers, prospects and vendors. SMP opens your entire sales process to deeper analysis, allowing you to quickly review information about customers, prospects, activities, open orders, sales history, bid and quotes, pipeline, product lines and groups, vendors,  along with anything related to your ERP systems such as margins, sales trends, product history and more.

You will achieve higher sales results by acting on valuable, easy to access, easy to understand insights.

Push-button reports designed for distribution

MS Excel-like filtering, grouping and sorting

SMP’s is easy and familiar to any Microsoft users with features familiar in MS Excel, like filtering, grouping and sorting. This dramatically minimizes your learning curve and saves time for your IT team.

“One of the advantages SMP has given our company is providing useful information for the sales team.   We were looking for a single, easy to use package that the sales team would thrive on – something that would give them information they couldn’t get themselves, that allowed focus and results. SMP provides that value; they don’t just enter information, but get information in return.”

Pivot Tables

SMP provides the capability to create pivot tables so that you can dynamically group, summarize, arrange and rearrange data in ways that are the most meaningful for your team and situation. This makes extracting and analyzing large, complex sets of data as easy as using a spreadsheet.

Quickly and easily create new sales and marketing lists

SMP’s reporting capabilities makes it very easy to create new sales and marketing lists, including all contacts and contact details for every contact belonging to the customers and prospects you want to profile in your campaigns. Being able to quickly and easily create new targeted lists allows your team to make more relevant offers to the exact right set of customers, which in turn increases your sales and marketing effectiveness.

Auto-assign activities to your team based on your analysis

Proactive targeted marketing

Create scheduled newsletters

SMP makes it easy to do scheduled newsletters, leverage your marketing lists, schedule newsletters to go out to one or multiple lists. You can easily create ad-hoc marketing lists based on company and contact information inside of SMP, or create a dynamic list that is automatically updated with new contacts that meet the criteria of that list. Then you simply select your email template or create a new one in our HTML editor, schedule the email and you’re campaign is launched in minutes, not hours. After you launch, access our built-in reports for digital behavior like click-throughs to measure the success of your campaigns and qualify marketing leads.

Email marketing made easy

Email marketing with SMP is different from other email marketing services because it features tight integration with a company’s ERP and its advanced list management capabilities. Distributors can leverage the customers, contacts and POS data to do truly targeted marketing. Build dynamic lists right from your ERP inside of SMP. There is no need to have to upload list to a third party; it is automatically available to you for your campaigns, e-blasts, newsletters and more. And with built-in templates and HTML editors, you don’t need a degree in marketing technology to create beautiful emails.

“Marketing was non-existent before Sales Management Plus; now, we have the tools to do it easily.  We’ve started a monthly newsletter, and updated mailing lists are always ready when we need them.”

Centralized list management for all customers and contacts

• Create and upload lists
• Segment your customers and contacts
• Leverage your contacts
• Leverage your marketing lists
• Create dynamic marketing lists based on profiling information
• Manage opt-ins, opt-outs, subscriptions and CAN-SPAM Act compliance

Use predesigned templates and built-in HTML editor to design eye-catching emails

SMP makes email marketing even easier with predesigned templates and a built-in HTML editor to design your own templates and email campaigns. Choose from one of our templates and simply add your messaging, branding, logos and more to quickly personalize your emails. Or use our HTML editor to design eye-catching, custom emails for your e-blasts and newsletters. No coding expertise needed.

“SMP’s email templates make it easier to send email to our customers while at the same time helping us keep our message consistent across our sales reps.”

Digital behavior and click-through reporting

Dynamic and real-time reporting on digital behavior and email click-throughs gives you quick and powerful feedback on each of your campaigns and newsletters. You will be able to see responses and digital behavior when you need it to determine who the best and most qualified leads are from each of your email campaigns. Reporting makes it easy to generate new lists based on digital behavior as well as provide your sales team with the hottest leads from your marketing outreach.

Manage vendor comarketing programs

Your vendors are too removed from end user data to create and execute highly-targeted campaigns. With SMP, you can quickly create profiled lists for vendor comarketing campaigns, use self-serve data visualizations to demonstrate the effectiveness of those campaigns as well as new market opportunities to justify future comarketing spend. Additionally, by carefully tracking your sales opportunities in SMP, you can pull your vendor reps and support teams into sales calls at just the right moment to close a new deal.

View and log activities in the field

SMP Mobile provides you with activity tracking from anywhere you have access to your mobile device. Your reps can keep track of their day, add tasks, log phone calls, record customer meetings and log information requests while they are visiting customers. Everything they do on their device syncs back to the desktop version of SMP. That means you have real-time access to data and know exactly where they are, what they’re working on and you have the ability to report on the data at any time.

“The thing we like the most about SMP is it was written with sales people in mind, so easy to use, and it’s just not complicated.  It’s been kept simple and that’s why it works so well.”

Track projects outside the office

Sales reps can review projects the customer is associated with as well as the projects for which the customer is the primary account while they are in the field working with the customer. Reps can add projects and assign tasks and activities within a project to themselves, a customer, an associate, a partner or a vendor.

Access and manage your contacts from anywhere

SMP Mobile lets you access all of your important contacts — customers, prospects, vendors and more — in the field where you need that information the most. Access and maintain contact information like email, cell phone, address and driving directions or view and update activities, notes, sales information and more.

Quickly add voice-to-text notes

With SMP Mobile, you can use your phone’s built-in voice recognition software to “talk” your customer meeting notes, task updates, or phone call notes directly into an SMP activity. This is a huge time saver as your reps move from meeting to meeting and it helps them keep their customer information as up to date as possible.

Single-click calling

One of the many benefits of offering SMP Mobile as a native mobile app is taking advantage of built-in device functionality such as click-to-call. With one click, your reps can call their customers from anywhere in a matter of seconds.

Turn-by-turn navigation

Your running late to an important customer meeting and you realized you don’t remember if they’re on the south or north end of Commerce Street. With SMP, you can quickly access the customer’s contact information and receive turn-by-turn navigation instructions to their offices.

Access dashboards and BI when you need it — in front of the customer

Having access to SMP’s powerful dashboards and BI from your mobile device allows you to share important information and analysis with your customers during meetings using self-serve data visualizations that are easy to understand and visually appealing.

Real-time integration to your ERP system

Our tight integrations to the leading distribution ERP systems give your reps something they may have never had before — real-time access to the data inside of your ERP system. That means they can access product information, sales history and more and know that it is up-to-date.