Distributors
Unified
Platform
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Our software integrates inventory, sales, accounting, and customer management into a single, streamlined platform, eliminating manual data entry and reducing errors.
Intuitive
Interface
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With our user-friendly system, extensive training is a thing of the past. Simplify day-to-day operations and boost productivity with intuitive navigation.
Real-Time
Visibility
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Make data-driven decisions with our software’s real-time insights into inventory levels, sales, and customer orders, preventing stockouts and overstocking.
Scalable
Solution
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As your business grows, our software scales seamlessly, handling increased transaction volumes without bottlenecks or downtime.
Actionable
Insights
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Gain a competitive edge with our customizable reporting tools, extracting actionable insights to optimize operations and boost profitability.
Modules Made for You
Core
Automates distributors' financial processes and provides real-time insights while ensuring regulatory compliance, enabling data-driven decisions to enhance profitability.
Manager
Automates fleet management tasks and provides actionable insights, enabling distributors to make data-driven decisions that optimize efficiency across operations.
Features
- Analyze service history and automated reminders to proactively recommend maintenance services, minimizing unexpected equipment failures and downtime for customers.
- Use detailed maintenance records to provide customers with transparent updates on equipment status, building trust and clarity around delivery timelines.
- Automate communication with customers around equipment availability, delivery schedules, and any service issues, keeping them informed throughout the process.
- Offer customized rental or leasing programs based on standardized intervals and due soon thresholds, tailoring equipment access to each customer's specific operational needs.
- Track key performance indicators and analyze trends to provide customers with valuable insights on their equipment fleet's health and areas for improvement.
- Prioritize repairs and maintenance efficiently and keep customers updated on timelines to minimize equipment downtime and get their operations back up and running smoothly.
- Maintain detailed, paperless records of maintenance, repairs, and inspections, making it easy to access equipment history and support warranty claims.
- Provide visibility into equipment costs, helping customers understand expenses and make informed decisions to control costs over time.
- Use automated reminders and performance alerts to proactively identify potential issues, addressing them before they cause equipment failures and costly repairs.
- Conduct efficient, paperless inspections with customizable forms and photo attachments, providing customers with clear reports on equipment condition.
- Share insights from equipment performance data to educate customers on how to optimize their fleet's efficiency and extend equipment life.
- Focus on providing a positive customer experience through clear communication, timely delivery, and proactive maintenance recommendations to build loyalty and retention.
Intel
Empowers distributors to make data-driven decisions and optimize operations through actionable insights and advanced analytics.
Features
- Executive-level dashboards provide real-time visibility into key performance indicators, enabling data-driven decisions and goal setting.
- Insights into historical trends, seasonal fluctuations, and emerging patterns inform strategic planning and forecasting.
- Comparison of current performance to industry benchmarks and internal targets guides goal setting and resource allocation.
- Detailed analysis of operational metrics (inventory turnover, shipping times, etc.) identifies areas for process enhancements and efficiency gains.
- Proactive detection of anomalies and trends aids in swift identification and resolution of operational issues.
- Detailed reports on costs, profitability, and cash flow inform financial planning and budgeting decisions.
- Advanced analytics on historical trends and current performance enable accurate financial forecasting and risk management.
- Analytics on customer behavior, purchasing patterns, and demographics facilitate targeted marketing initiatives and customer segmentation strategies.
- Analytics on inventory levels, turnover, and demand trends inform optimal inventory strategies and reduce stock outs or overstocking.
- Data-driven insights into shipping times, costs, and routes guide logistics and supply chain optimization initiatives.
- Analysis of workload and capacity trends informs staffing decisions and ensures adequate coverage.
- Consolidation of data from various systems (DMS, CRM, ERP) eliminates data silos and provides a single source of truth.
- Granular permissions and controls ensure sensitive data is protected while still enabling relevant insights.
Connect
Streamlines distribution operations by centralizing customer, supplier, and partner interactions, automating workflows, and providing tools tailored to distributors’ unique needs.
Features
- Real-time tracking updates keep customers informed, reducing inquiries.
- Proactive notifications on order status, shipping, and delivery streamline communication.
- Visibility into past orders aids reps in recommending relevant products.
- Customers can update account and payment info securely, simplifying reorder processes.
- Structured issue submission ensures all necessary details are captured.
- Real-time support resolves questions and issues promptly, improving satisfaction.
- Proactive updates on support resolution keep customers in the loop.
- Customers can access order history, invoices, and update info at their convenience.
- Easy access to order confirmations, invoices, and contracts reduces administrative queries.
- Distributors can publish helpful resources on products and services.
- Controlled access ensures customers see only relevant account details, streamlining collaboration.
- Shared access to account documents enables partners to provide informed support.
- Partners can receive relevant updates on order and issue status, ensuring alignment.
Pay
Simplifies distributors’ payment processing, eliminating multi-system complexity, reducing errors, and enhancing security to focus on business growth.
Features
- Process payments directly within the existing system, eliminating the need to juggle multiple platforms and manually enter transactions.
- Automate the reconciliation process, reducing manual effort and minimizing potential errors.
- Track stock and manage orders directly within the platform, streamlining operations and reducing data duplication.
- Consolidate vendor information and payments within a single system, reducing administrative burden and errors.
- Offer various payment methods in a single system, providing customers and vendors flexibility and convenience.
- Send professional, customized digital invoices directly through the platform, improving communication and streamlining the payment process.
- Provide customers and vendors confidence in the safety of their transactions, building trust and strengthening relationships.
- Clearly communicate costs and terms, promoting transparency and trust with customers and vendors.
- Protect sensitive cardholder data in transit, meeting the highest security standards.
- Replace vulnerable card data with tokens, reducing fraud risk and easing PCI compliance burden.
- Ensure acceptance methods meet rigorous security standards, protecting both distributors and their partners.
- Implement robust safeguards to prevent breaches, protecting distributor and partner data.
Track
Allows distributors real-time supply chain visibility and insights to optimize efficiency, reduce costs, and maximize profits.
Features
- Share real-time telematics data and insights with partners, improving collaboration and joint decision making.
- Provide employees with customized reports and dashboards tailored to their specific needs and goals.
- Use telematics data to work with partners to develop optimized plans for logistics, scheduling, and more.
- Use telematics data to track partner performance, identifying areas of strength and opportunities for improvement.
- Leverage telematics insights to negotiate better rates and terms with partners, based on data-driven metrics.
- Work with partners to align strategies and goals, using telematics data to support shared objectives.
- Provide partners with real-time visibility into operations, improving transparency and trust.
- Offer regular updates and insights to partners, keeping them informed and aligned.
- Collaborate with partners to address issues and optimize operations, using telematics data to guide decisions.
- Implement operational improvements based on telematics insights, increasing efficiency and reducing costs.
- Identify new business opportunities for partners based on telematics data and trends.
- Provide partners with dedicated support, including access to telematics experts and resources.
- Compare best practices by using telematics data to optimize operations and improve performance.
Commerce
Empowers distributors to streamline ordering, curate storefronts, manage products, and target promotions to drive loyalty, revenue, and growth.
Features
- Create tailored storefront experiences for different customer segments, industries, or product lines, improving navigation and relevance.
- Establish specialized user roles and custom dashboards for different types of customers, streamlining access to the information and functions they need.
- Compose storefronts from Sites, Channels, Catalogs, Products, Pages, and Widgets, providing flexibility in how the storefront is organized and presented.
- Leverage out-of-the-box Accelerators to quickly set up storefronts with pre-configured components and configurations, accelerating time-to-value for new customers and product lines.
- Create multiple product catalogs with different managers or owners, supporting large and diverse product offerings.
- Control product visibility based on account, account group, or account role, ensuring customers only see relevant products.
- Provide detailed product catalogs with specifications, diagrams, discounts, and related guides, helping customers make informed purchasing decisions.
- Enable partners and suppliers to manage catalogs with optional approval controls, streamlining content management for vast and complex product offerings.
- Use the robust pricing engine and promotion capabilities to deliver personalized pricing, discounts, and promotions based on customer behavior, loyalty, and purchase history.
- Offer subscriptions for regularly ordered products, streamlining repeat orders and providing convenience.
- Provide visibility into orders and shipments, and allow customers to track the status of their orders and shipments, improving transparency and trust.
- Simplify ordering through streamlined workflows and integrate with various ordering and fulfillment systems, reducing friction and improving the overall service experience.
Omnichannel
Enables distributors to securely collaborate across channels, streamline workflows, and safeguard data, while transforming communications.
Features
- Support teams on their preferred channels, whether that's desktop, tablet, or mobile, ensuring they can access information and collaborate anytime, anywhere in the warehouse or office.
- Leverage features for asynchronous communication to enable teams to catch up on relevant conversations during less busy periods, reducing stress and improving knowledge sharing.
- Tailor the platform's interface to the distributor's specific needs and workflows, reducing friction and making communication more intuitive for users.
- Support customers on their preferred channels, whether that's email, live chat, SMS, voice, or social media, providing a seamless and convenient experience.
- Integrate chatbots and automation to provide 24/7 support for common inquiries, like order tracking or product information, freeing up account managers for complex issues.
- Enable secure communication with customers, controlling access while facilitating necessary collaboration on orders, shipments, and issues.
- Rely on the platform's enterprise-grade security and compliance to protect sensitive business data, like customer information, order details, and proprietary business processes.
- Implement data loss prevention and a message audit panel to monitor and control sharing of sensitive information, like customer personal data or confidential business strategies.
- Enable two-factor authentication to add an extra layer of security for user access, even with a larger user base and changing teams.
- Implement custom roles and permissions to control access and ensure users only see relevant information, reducing risk of data exposure.
- Integrate with other business apps to automate workflows and reduce manual errors, like integrating with an ERP to update order status in real-time.
- Set up automated notifications for common events, like low inventory alerts or shipment confirmations, keeping teams and customers informed without manual effort.
- Leverage automation to route messages or tasks to the right teams or individuals based on content, reducing manual triage and increasing response times.
- Use the engagement dashboard, message audits, and moderation to monitor communication, identify trends, and optimize workflows and automation over time.
