REFER A FRIEND!

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

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

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

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

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

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

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.

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

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.

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

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

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.

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.

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.

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.

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

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.

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.

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

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