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refer a friend


Get your friends onboard

You will receive a $20 Starbucks gift card. And your friend will, too.

Great news! You’ll receive a $20 Starbucks card just for referring a friend to SMP.

More great news: They’ll get a $20 Starbucks card as well.

refer a friend

Refer a Friend Today!

    Your information:

    Your friend's information:

    Encourage your friends to learn first-hand the many benefits you enjoy from using SMP

    When they attend a 15-minute overview discussion, you’ll both receive a $20 Starbucks card as a thank you. Here are just some of the things we’ll discuss.

    Customer Management

    Complete visibility to your important customer information including open orders, bids and quotes, sales and activity history and much more.

    Contact Management

    Everyone on your team will have the information they need to track important activities, tasks, notes, emails, and more.

    Prospect Management

    Your reps can manage their tasks, calls, appointments, sales notes, history and to-dos inside of SMP.

    Activity Management

    Add and report on tasks, log phone calls, record customer meetings and log information requests for yourself or for others in your company.

    Opportunity Management

    Everything your reps and sales managers need to track opportunities is included — products, dollars and cents, activities, contacts and notes.

    Pipeline Visibility

    By using SMP’s built-in reporting and dashboard tools, you can know instantly where your sales forecast stands.

    Data Visualizations

    Combining distribution CRM and ERP data, analytics, data visualization and dashboards all in a single platform gives a powerful competitive advantage with a complete view of your customer information.

    Available Anywhere

    Customers, contacts, activities, scheduled meetings, notes, sales history and more—all combined into native applications for your for iOS and Android.

    Actionable Analytics

    Review and quickly act on information about customers, prospects, activities, open orders, sales history, bid and quotes, pipeline, product lines and groups, vendors, margins, trends, product history and more.

    Push-button Reporting

    SMP provides out-of-the box, canned reports that are specifically designed for durable goods wholesale distribution companies.

    Easy as Excel

    SMP’s is easy and familiar to any Microsoft users with features familiar in MS Excel, like filtering, grouping and sorting for rapid use.

    Fast List Segmentation

    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

    By automatically creating activities, opportunities and follow up tasks for your reps, you will close more of your open orders, bids and quotes, something that every distributor struggles with.

    Targeted Marketing

    By having all your CRM and ERP data integrated with your marketing data you can segment your marketing lists to make the right offer to the right contact at the right time.

    Email and Newsletters

    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.

    Track Projects

    Reps can add projects and assign tasks and activities within a project to themselves, a customer, an associate, a partner or a vendor.

    Voice to Text

    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.

    Single-click Calling

    With one click, your reps can call their customers from anywhere in a matter of seconds. Make more calls and save time to focus on selling.

    ERP Integrations

    With integrations to leading distribution ERP systems, SMP connects your reps to customers, geographies, product lines, part-level data and more.

    Robust API

    If you need to connect to an outside Lead Management System, Marketing Automation Platforms, E-Commerce System, or others, we have you covered.

    SMP is an easy-to-implement, hosted application

    Sales Management Plus is a leading distribution CRM and business intelligence application designed for wholesale distributors. Best of all, it is a single platform for your entire sales team.

    SMP is a “cloud-based” application that integrates with your ERP system to leverage important information such as accounts, contacts, and historical transaction data. Combining distribution CRM with business intelligence and mobile tools is truly the next evolution in distribution technology, giving your executives and your sales teams data access allows them to make faster, better decisions and out-compete the other distributors in your markets.

    Refer as many friends as you like.

    And you’ll all enjoy coffee on us!

    refer a friend to SMP

    Refer a Friend Today!

      Your information:

      Your friend's information:

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