CRM for Wholesalers & Distributors: How to Integrate All Systems for Better Insights

Wholesale Distribution is reimagining itself probably more so than other industries under the rule of a pandemic. When social distancing is the new norm, companies are trying to automate every possible leg of the process from manufacturer to the client.

This is when warehouse, logistics, shipping, and distribution software are expected to further help this niche cope with arising challenges. CRM for wholesalers and distributors is one part of the tech stack that’s as vital as an ERP or BPM. 

In this piece, we are considering how to use CRM for distributors to grow business, synergize links of the distribution chain, and precipitate client acquisition.

The Genesis of the Distribution Industry

In the USA alone, the total wholesale distribution revenue for 2019 is worth $5.970 trillion, which is over a quarter of the national GDP at 27.5%. The industry employed just under 6 million people in 2019.

Distribution of groceries is the one that is on its record high as people keep ordering food for home delivery and cook more food a la minute for the entire family, as opposed to grabbing a quick fast food bite.

Petroleum, electrical, equipment, metal industries are declining and their respective subsegments that deal with distribution, shipping, and logistics are suffering too.

Motor vehicles and their parts, alcoholic beverages, and hardware are on the record high, just like groceries.

This reflects the trend of the saving mode that many people have switched into as the future is uncertain, where high-check investments are put away for better times.


Tech Stack of the Wholesale and Distribution Niche

In this chapter, let’s consider the tools used in the industry by retailers, wholesalers, distributors, and agents alike, so we can further understand how they can be integrated with the CRM for distribution and logistics business.

Distribution software

Distribution software has the elements of many of the narrower tools, like warehouse and inventory management features, and is designed to monitor, control, and manage the movement of goods at all stages of the process from manufacturer to end-user.

Key features

Barcoding Import / export management Inventory management Order management Returns management Sales forecasting Shipping management Warehouse management

Top distribution solutions:

Sage 100 cloud Accumatica Effiasoft Osas Syspro Warehouse management software

WMS is designed to automate, control, and track the movement, storage, transportation of the goods in the warehouse.

Key Features:

3PL management Barcoding Forecasting Inventory, order, quality, returns management Purchasing Real-time synchronization Shipping module Receiving/putaway management

Top WMS solutions:

EZ Office Inventory Microsoft Dynamics Blueyonder Logiwa Zoho Inventory Tecsys Infor Inventory management software

Inventory management software is created to facilitate the control of production, logistics, and fulfillment of goods and products levels for retail and wholesale.

Key Features:

Inventory optimization Kitting Multi-channel management Product Identification Reorder management Reporting / Analytics Retail Inventory Management Supplier management Warehouse management

Best Inventory Management software solutions:

Square for retail Lightspeed POS NetSuite ShopKeep QuickBooks ShopVentory Odoo Skubana

Logistics software tools

Logistics software is designed to automate, track, monitor, control, and analyze the flow of goods and products from along the supplier chain from manufacturer to end-user.

Key Features:

3PL Management Barcoding RFID Cross-docking Fleet management Inventory management Shipping management Supplier management Order management Transportation management

Popular logistics software:

ArcGIS MyRouteOnline Onfleet TAI TMS Excalibur Logitude Logistic Software Why integrate

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