CRM for Distributors

Connect channels. Build relationships. Close deals faster.

Build a strong network with your downstream distributors and agents. Efficiently manage contracts, orders, customer registrations, follow-ups, and training with automation.

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Channel Expansion

Set expansion goals. Track and manage all leads in one place

Onboarding

Streamline onboarding process with customisable rules and contract terms based on business needs

Contract Management

Manage contract risk. Sign contracts digitally. And archive contracts automatically

Logistics Management

From click to delivery - seamless account management, logistics and order management

Distributor Management

Receive automatic risk alerts, manage escalations and payment reminders

Service Support

Gain insights. Apply for discounts. Provide feedback. And request support

Training Management

Access to online learning, certification and more. Create a regulated ecosystem of certified distributors

Data Analysis

Plan and track progress with calendars, tasks and work blogs

Channel Expansion

Expand your distribution channel

Set expansion goals. Track and manage all leads in one place.

Goal-based Expansion

Define your channel expansion goals

Define distributor expansion goals by region and role for more focused growth.

Lead Acquisition & Retention

We make it easy to acquire leads

Capture dealer leads through market activities and online promotions, with OCR-supported lead management and secure contact storage.

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Onboarding

Define your distributor onboarding process

Streamline your onboarding process with customisable rules and contract terms based on business needs.

Onboarding Rules

Customise your own onboarding rules and verify business eligibility

Support pre-contract verification of business information, streamline approvals, and customise contract terms to meet your needs.

Contract Terms

Draft contract terms with preset templates to speed up your workflow

Draft contract terms based on preset templates to meet your business needs and speed up your overall workflow.

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Contract Management

Automated, digital and risk-compliant

Manage contract risk. Sign contracts digitally. And archive contracts automatically.

Automatic Risk Control

Automated risk control and contract compliance

Automatically review key information in contracts according to predefined terms, including region, industry, payment, discounts, and rebates.

eSeal

Sign contracts digitally with electronic seals

Use eSeals to create a smooth paperless contract signing process without printing.

Automatic Archiving

Retrieve signed contracts in seconds

Access signed contracts quickly after they are automatically archived in the workflow.

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Logistics Management

Connect, ship and track orders

From click to delivery - seamless account management, logistics and order management.

External Account Access

Streamline service tracking with external account access

Allow distributors to initiate orders, track logistics, request service, and submit invoices through external accounts.

Information Lookup

Instant shipment tracking with real-time logistics updates

Let distributors retrieve courier and logistics information instantly to track shipments.

Online Management

Streamline online order processing with automation

Manage every step of online orders from submission and approval to shipping, with automated discounts and promotions.

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Distributor Management

Effortless control of your channel distributor

Receive automatic risk alerts, manage escalations and payment reminders.

Risk Alerts

Stay on top of distributor/sales performance

Track distributor performance against targets and trigger automatic risk alerts when targets are missed.

Tier Adjustment

Automatically adjust tiers based on performance-based rewards

Automatically adjust tiers based on performance, with corresponding role changes and purchase discounts.

Automatic Logging

Automatic logging of service requests

Track distributor service requests with automated logging for easier review and management.

Payment Reminder

Stay on top of your payments with automatic notifications

Set reminders based on distributor payment schedules and receive notifications when payments arrive.

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Service Support

Comprehensive support services for distributors

Gain insights. Apply for discounts. Provide feedback. And request support.

Distributor Portal

Your portal, your way

Customise dashboards to view sales reports, lead opportunities, and sales funnels in real time.

Special Discounts

Manage discounts and mitigate risk with automation

Let distributors request special project discounts with approval results sent by SMS or email.

Feedback Loop

Go beyond complaints

Streamline complaints, resolutions, and performance reviews through email or external accounts.

Vendor Support

Optimise sales with streamlined vendor support

Streamline approval processes between vendors and distributors for advertising, promotions, and pre-sales support.

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Training Management

A dedicated one-stop internal training platform

Access to online learning, certification and more. Create a regulated ecosystem of certified distributors.

Training Platform

Provide product training to your distributors

Provide online learning, assessments, certification, and credentials in one seamless platform.

Personalisation

Learn the right skills and always be ready for the job

Offer personalised courses tailored to different distributor roles and positions.

Data Analysis

Stay on top of your partner's learning performance

Track and analyse partner learning progress with full visibility into training data.

Syncronisation

Stay in sync with your distributors

Share assessment results in real time and send notifications by SMS or email after assessment completion.

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Data Analysis

Make strategic decisions with insight into distributor data

Collect and present data automatically. Support evaluation and performance with historical analysis.

Integrated Business Data

View all related business data in one place

Access customer orders and distributor data directly from the distributor profile card.

Historical Data

Improve sales by analysing historical data

Analyse historical data to track regional performance and customer trends for better sales strategies.

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Ready to connect the dots?

Talk to our experts or book a demo to get started.

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