CRM for Wholesalers
Need a CRM platform equipped to handle the complex demands of your wholesale business?
BuddyCRM is your comprehensive solution, expertly designed to align with the industry’s unique needs.
80% of B2B sales interactions are expected to occur in digital channels by 2025*. BuddyCRM’s intuitive, data-driven sales and marketing platform equips your team for this digital future.
Smarter, faster decision-making
Gain actionable insights at your fingertips. BuddyCRM consolidates your diverse data streams into a coherent, accessible format, enabling swift and informed decision-making.
Efficient sales workflow
With BuddyCRM, every step of the sales process is streamlined and synchronised, ensuring your team works in unity. Enable smart automations and integrations to further boost efficiency.
Enhanced visibility
Time is money and time spent on internal admin activities is time not spent working with clients and prospects. Remove unnecessary admin and meetings thanks to BuddyCRM’s unparalleled visibility into what your sales team are doing so they can get on with what they do best.
Why You Need a CRM for Wholesale
Do you work with The dynamic nature of the wholesale industry demands more than the broad features of a standard CRM. Here’s how BuddyCRM is uniquely equipped to empower your wholesale business:
- Tailored for Your Unique Operations: Every wholesaler has distinct processes and requirements. With BuddyCRM’s customisation options, you can tailor the system to align perfectly with your unique operational workflows and sales strategies..
- Comprehensive Software Integration: BuddyCRM serves as the nexus for all your critical data streams, integrating data from inventory management systems, sales platforms, and supply chain tools to offer a unified customer view in one accessible location.
- Scalable to Your Business Growth: As your business expands, BuddyCRM grows with you. It’s designed to effortlessly accommodate the increasing scale and complexity that standard CRMs may not efficiently support.
- Total visibility for your sales team: BuddyCRM allows you to store and manage critical data such as invoice details, sales by product and credit information ensuring you always have the right information at your fingertips.
BuddyCRM is your answer to overcoming the unique challenges the wholesale industry faces.
Contact Management
Deliver tailored sales experiences with in-depth contact and account management.
Tender Management
Organise and manage tender documents, submissions, and communications.
Email Marketing
Target your marketing. Create native HTML emails and email to specific customer segments.
Bid Tracking
Monitor the status of bids and proposals, manage deadlines, and track communications.
Sales Pipeline
From lead to opportunity through to quote and close, track your deals with the sales pipeline.
Workflows
Automate your repetitive tasks, from setting call reminders, emails, and tasks, to sending brochures and adding leads.
Webhooks
Trigger events in third-party software from actions in your CRM. Reduce admin and speed up tasks.
Quotes
Create detailed quotes within your sales system and send them directly to your contacts.
Reporting
Report on everything stored in your CRM. From activities, leads, and tasks to sales and accounting information.
Case Management
Keep your business in sync with great customer service. Create a ticketed help desk to deliver your support.
Document Storage
Facilitate easy sharing and collaboration on construction blueprints, contracts, and other critical documents.
Integrations
Seamlessly connect with your ERP system to synchronise financial data, inventory, and operational processes.
Plus, everything you need from a modern CRM for wholesalers
BuddyCRM integrates with all your essential business tools, including:
Got any questions?
Give us a call on 0121 288 0808
Get to know BuddyCRM
Discover how we transform businesses in the construction sector.
Wholesaler’s Guide to CRM-Driven Lead Generation
How to Use CRM Data to Forecast Wholesale Market Trends
5 CRM-Driven Steps to Aligning Marketing and Sales for Wholesalers
FEATURED CASE STUDY
Transforming Sales Management: MKG Foods’ Success with BuddyCRM
See how MKG Foods, a foodservice wholesaler, implemented BuddyCRM to address challenges in sales reporting and lead management, resulting in a 43% increase in new business, streamlined reporting, and consistent lead management.
Knight Electronics
We interviewed five different CRM companies – many of the biggest names in that industry – no option was cost-prohibitive… we were looking for the best option to help our team. We went with BuddyCRM simply because of the value that they would be bringing to our company, and because they made it clear they would be there at the beginning of the process, during the development process, AND once we started using the system. They’ve been there every step of the way.
If you’re looking for an easy to use & intuitive CRM platform that is customisable; as well as great customer support BuddyCRM are the folks you need to do business with. The team at BuddyCRM have proven to us that they are invested in our company’s success.
Monk Conveyors
“We purchased BuddyCRM with an idea to help the sales team become more efficient and understand more about our sales pipeline. Introducing BuddyCRM into our sales function has saved us almost countless hours in the daily sales meetings, where we used to not have an accurate picture of our business’s potential sales and the introduction of numbering opportunities has allowed our reporting to again save us hours per week in manually creating sales reports. BuddyCRM has also worked with us to make our quoting system even more efficient taking us away from using excel sheets for a more centralised system that allows us to log and control our monthly targets. Easily I would suggest BuddyCRM has saved us four hours per person per day!”
Stay Connected On-the-Go with BuddyCRM's iOS Mobile App
In the intricate world of wholesale, having access to your CRM wherever you are is more important than ever.
BuddyCRM's iOS mobile app ensures you stay connected and informed, even when you're on the move:
- Real-time access
- Instant communication
- Efficient task management
- User-friendly interface
FAQs
Implementing BuddyCRM can efficiently manage the diverse product range and various customer types typical in wholesale businesses. Our platform allows for detailed product categorisation and segmented customer management, tailored specifically to your needs. To see how BuddyCRM can specifically adapt to your business, we recommend booking a demo to experience its capabilities firsthand.
Our platform is designed for easy integration with minimal disruption to your current operations. BuddyCRM offers seamless integration with existing accounting, ERP, and inventory systems, simplifying the transition. If you have any specific concerns, our team is happy to discuss your needs over a call.
While any new system requires some level of training, BuddyCRM is user-friendly and intuitive, minimising the learning curve. We also offer comprehensive support and training resources to ensure your team can quickly adapt to and efficiently use our tools.
Data security is a top priority for BuddyCRM. Our platform employs robust security measures to safeguard your business data, ensuring confidentiality and compliance with data protection regulations. By choosing BuddyCRM, you can be confident in the secure handling of your sensitive information.
What does my business get as part of our BuddyCRM subscription?
Your BuddyCRM subscription includes a bespoke CRM system and training resources tailored to your specific business. You'll also get a dedicated account manager for ongoing support, including consultations, system enhancements, and direct assistance for any queries. Regular free updates ensure your CRM remains at the forefront of technological advancements, providing a robust tool that grows with your business.
Get Started with BuddyCRM
Ready to transform your construction and engineering business with a CRM tailored to your needs?
Fill out the form so we can talk about how BuddyCRM can bring efficiency, ease, and long-term support to your operations.
- Schedule a consultation to discuss your initial CRM requirements.
- Join us for a customised demo of our platform configured to your specifications.
- Start your journey to CRM success and enjoy long-term support, continued updates, customisation, and training.
