CRM helps you retain your customers and grow your business
Commercial equipment suppliers and manufacturers face so many challenges while managing their business. One of the biggest challenges is customer relationship management. To overcome this problem these businesses need quality solutions for managing their relationship with the customers. With a strong and smart CRM solution, everything associated with customer management becomes a lot easier than ever before. Equipment manufacturing or distribution companies, regularly manufacture equipment (kitchen equipment, medical equipment, farming equipment, etc.) which are used in various important areas. Every equipment dealer has their own unique markets and customers. To fit into such a business environment, only a robust CRM system would be the perfect choice.
Furthermore, every manufacturing and supplier organization has distinct supply chains, sales cycles, workflows, and much more. But they have to manage customer relationships with the equal efforts and dedication. CRM for KItchen Equipment Supplier not only helps you to manage relationships with the customer but also plays a vital role in the sales side of your business. We have developed the best manufacturing CRM and the best CRM for suppliers with keeping B2B strategy in mind. One of the major reasons for growth in the sales is a better relationship with your customers. It is not only about building relationships but also maintaining a healthy and strong relationship with your customers.
Another important key benefit of our Foodservice Equipment & Supply Software and its accounting module is, not only it helps you in tracking Accounts Receivable and customers’ payments, but also enables you to control costs and manage your Accounts Payable, all in a single system. The main features of accounting software relevant to a Kitchen Equipment Dealer are expense management, invoicing, billing, budget-management, inventory management, and project management.
Powerful Expense Management
Every size of equipment supplier and manufacturing business needs to use customer relationship management software to manage the relationship with the customers. Our CRM system has a centralized contact database, here suppliers or manufacturers can keep a record of every interaction and all the customer or prospect information in one place. In other words, manage your potential customers as well as existing customer’s details by storing them in a single centralized database. Furthermore, keep a record of the interaction history of your customers, prospects, partners and other contacts to build a better relationship. Similarly, you can create each customer’s profile in the customer database where all the essential information would be recorded, such as the customer’s name, address, contact number, email, purchase history, all the invoices, etc. Not only you can record all the customer-related data, but from the same platform, you can schedule meetings or appointments with them.
Every size of equipment supplier and manufacturing business needs to use customer relationship management software to manage the relationship with the customers. Our CRM system has a centralized contact database, here suppliers or manufacturers can keep a record of every interaction and all the customer or prospect information in one place. In other words, manage your potential customers as well as existing customer’s details by storing them in a single centralized database. Furthermore, keep a record of the interaction history of your customers, prospects, partners and other contacts to build a better relationship. Similarly, you can create each customer’s profile in the customer database where all the essential information would be recorded, such as the customer’s name, address, contact number, email, purchase history, all the invoices, etc. Not only you can record all the customer-related data, but from the same platform, you can schedule meetings or appointments with them.
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Achieve your sales goals in an efficient manner
If you are a commercial equipment manufacturer or supplier, it is very important that the brand name of your product reflects customer trust and confidence. Making your product a brand is a long path to go but not very difficult if you have the right CRM system in place. CRM software helps you to build trust among your customers while increasing the reputation of your product’s quality. Our vendor’s CRM solution helps kitchen equipment suppliers to build and maintain a healthy relationship with a diverse customer base, which includes restaurants, bakeries, bars, and more. This software has various CRM tools which have functionalities of importing or exporting contacts, creating reports, and more. First, when you approach a lead and convert them into an opportunity, you can keep their record and all the details in our CRM’s sales pipeline.
Furthermore, categorize leads into various stages, such as new, opportunity, proposition, or won, as per your action. Moreover, you can customize the stages and categorize as per your need. Segregation of leads in different stages gives you a clear understanding. Get a complete and clear view of every customer and lead. When you have a clear understanding of every opportunity and customers. You are now able to take suitable actions to every customer. This highly customizable CRM system allows you to focus on the relationship of your business with your customers, vendors, potential customers, partners, and other stakeholders.
Track every activity and get complete visibility across the process
We have the best customer relationship management software which enables businesses to see its customer as well as prospects information in one place. Stages in the sales pipeline can be defined as per your interaction with the prospects. If your salesperson is able to convert them into a deal then they move to the final stage, Won. It also allows you to analyze, assess, and forecast the sales and gives you the approximate results, or maybe accurate outcomes. As we know that the equipment supplier business becomes more competitive, with this in mind, we need to keep track on all our customers as well as prospects on a regular basis. Consistent tracking helps you to retain customers. Using our CRM software you can track your prospects effortlessly. As well as perform regular follow them to convert your prospects into a sale.
Due to consistent tracking visibility across the process increases and helps you to get accurate and exact information associated with the customers and sales. Also, you can assign salespeople over each lead or opportunity and monitor their activities. Get to know about all the changes have made in the sales pipeline and sales process in real-time. Being completely visible, now you can make lead management better than ever before. It ultimately helps in reducing costs, time, and efforts, and makes the process efficient for both salespeople and managers. This system facilitates the automation of the customer management process. Which truly saves a lot of precious time of your sales team. Ultimately, helps them to focus on other important revenge-generation activities as well as improves sales efficiency.
Need Of CRM for Commercial Equipment Supplier
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Handle every process at one platform – Our accounting software dashboard is a place where you can manage every accounting function such as vendor bills, tax invoices, cash transactions, bank statements, retail invoices, export invoices, and more. Pay vendor bills as well as validate vendor bills very easily just in a click. Furthermore, you can create or import statements effortlessly to keep your accounting management function smooth. Not to mention specifically, but you can also pay multiple invoices at a time, it is possible because now you are able to reconcile a payment with several invoices by using a button that is on the payment form. A unique feature of our accounting software, it can help you to set up automated follow-ups for your credit collection process via automatically sending emails and follow-ups letters.
Easy customer invoicing and vendor billing – For your customers, easily create invoices, register payments, and simply track all the discussions with your customers. You can mention payment terms in the invoice, where you can set it to the immediate payment, within 15 days payment, within 30 days payment, etc. Furthermore, add product name and details, quantity, pricing, taxes, and then put the subtotal amount on the invoice and send it to your customers. Along with the whole customer invoicing and payment process, you can keep your accounts managed and update accordingly. Now when it comes to vendor billing, simply you can create, import, or upload the bill with all the details like vendor’s name, bill date, due date, vendor reference, etc. Our accounting management module helps you to keep a record of all the transactions from customers as well as vendors.
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Manage Multiple stores easily – There will be no trouble if you have multiple stores or if you are thinking about opening a new branch. Because now with our best restaurant accounting software and intelligent Tools for Restaurant Accounting you can keep each of the stores or branches well-managed from one centralized system. This software always provides you with the great capabilities of handling complex tasks and activities related to accounting. This accounting software supports the most significant and foremost techniques if stock counts, ordering and returning products by manipulating resolution, and taking sales orders through automatic knowledge-gathering technology. Accounting Software for the Kitchen Equipment Distribution industry sort all your accounting issues related to the multiple stores.
Managing leads and opportunities – Keep your customers and prospects information in a single place by entering each and every detail of your prospect while creating them as a lead in the pipeline. Keep everything organized and managed from entering the details of the lead to the follow-ups. You can add leads in several ways, the first one is to enter all the information manually. The second one, import the leads data to the system. Now the third and most popular one is, automatic addition of leads into the sales pipeline by integrating website contact with the CRM platform. Automatically added lead minimizes time, labour and saves your sales team from the tedious task of entering everything manually. Furthermore, you can assign the lead to the right salesperson. The assigned person is now responsible for taking that lead to the next stage, follow-ups and other activities related to converting the lead into sales.
Manage Receivables – Simply manage accounts receivables and payments with the help of the best restaurant accounting software. Manage billing functions with the aid of a powerful system and reduce the possibility of errors in this process. Right from creating invoices against the particular products to receiving the payment from the customer, keep the whole route managed. Furthermore, manage and control the whole route of the supply chain including logistics.
Print Professional Invoices – This is the most attractive feature of our accounting management software. Here you can send invoices to the customer directly via email and fax as well as you can print the invoices. First, you need to create a professional invoice and then you can easily print them. Also, you can set reminders for every bill and get notifications automatically via SMS or email. To keep a hard copy of invoices helps you to know how much cash is being billed in each project.
Keep the accounting cycle well-managed – Keep the record of all your business transactions up-to-date and well managed with the help of our accounting entry tools. As we know that a journal entry is a very first step in the accounting cycle and it has to be accurate. It helps in budget management which enables you to estimate the budget and lets you compare actual and expected revenues and costs. To put it another way, you can keep the record of the planned amount, practical amount, theoretical amount, and then finally get the actual amount. With easy bank reconciliation and tax adjustments keep you accounting cycle managed.
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Schedule Appointments – From the prospects or customer database, you can schedule meetings, that could be video conferencing or a call. As well as set the next activity and get notification of appointments. Take your interaction with the prospect or opportunity to another level by scheduling the meeting and communicating with them effectively. In the meeting, you can give them your product demo and explain all the features and functionality of your product. It will leave a great impact on your prospect. Furthermore, you will never miss a meeting or follow-up because this software sends notification of meetings.
Integration with Sales Application – To streamline the whole sales and CRM process, integration with the sales module is necessary. It makes the process smooth once the salesperson closes a deal. Now, you can send them quotations from within the CRM software. Send quotations by e-mail or you can print it for keeping the record of all the quotations you have sent. It is very easy to send a quotation to the customer, it can be done within a few seconds. Also, you can edit the information mentioned in the quotation. Sell faster and generate more revenue. Integration accelerates the sales cycle and manages the complete sales order process in less time. To put it another way, integration of CRM and Sales modules helps you to manage the entire process. Manage everything right from sending quotations to creating sales orders.