Customer Relationship Management

Next Generation Customer Relationship Management (CRM) empowers distributors with a powerful software tool that enables efficient and accurate management of the company’s primary business relationships with customers, prospects and vendors. Next Generation CRM enables distributors to take control of business critical processes by defining, organizing and automating when and how critical activities should be performed. Management is provided an increased view of business operations and employees are provided instant access to all information that impacts customer, prospect and vendor relationships, thus creating a 360 degree view of the company’s business relationships.   

With Next Generation Customer Relationship Management Software, operational efficiency is improved through collaboration, as team members from all areas of the company have access to the most current and up to date information associated with a customer. And as a distributor's business expands and grows, managing and maintaining good customer relationships can become a challenge. Fully integrated with other Next Generation modules, our CRM provides you the tools you need to provide exceptional customer service while enhancing sales and improving cash flow.

Distributors will benefit from Customer Relationship Management by:

An Enhanced Customer Experience

  • Identify your customers quickly so they feel you ‘know’ who they are  Supply chain management features written out artistically
  • Respond promptly to customer needs
  • Build customer loyalty and retain customers

Improved Analytics and Reporting

  • Identify customer buying trends
  • Gain visibility of sales and sales person performance
  • Make informed decisions when working with customers

Increase Productivity and Professionalism

  • Eliminate duplicate customer calls and notices that frustrate customers
  • Organize sales and customer service by generating automatic reminders to call customers on a timely basis
  • Access to current and accurate information leaves more time to sell and support customers

Increase Sales

  • Simplify sales and marketing efforts to yield efficiency
  • Up-sell and cross-sell products more effectively
  • Close sales faster as a result of responsiveness and efficiency

Next Generation Customer Relationship Management is a fully integrated  software solution that streamlines distribution business processes, improves customer service and increases sales yielding satisfied, loyal customers and maximum revenue generation.

Key Customer Relationship Management Features

  • Contact Management         4 gold cogs working together
  • Sales tracking
  • Email integration
  • Meeting & appointment scheduling
  • Document management
  • Notes and conversations
  • Promotions management
  • Up-sell and cross-sell tools
  • Visibility to pending customer activity
  • Quotes
  • A/R
  • Backorders
  • Shipping Issues
  • Direct access to detailed Purchasing, Inventory, Sales Order and A/R information
  • Reminders identifying scheduled activity
  • Complete chronology of conversations and events surrounding a customer

Interested in learning more? Request more information today and learn how Robocom’s Next Generation ERP can help your distribution business.

"Robocom’s Next Generation software solution certainly helped us save money, as well as entice and retain customers."

President, Robocom Customer

"Robocom has been an integral part of our growth. The Next Generation system gave us the capabilities to grow without a hitch."

V.P. and General Counsel, Robocom Customer

News and Events

June 2020

CAi Software acquires Robocom

March 2020

Covid-19 Update

DHC implements Robocom's Warehouse Management Solution to expand their reach and automate their operations.

October 2018

Jason Industrial utilizes Robocom and Next Generation to enable rapid growth both in the US and Internationally. 

April 2018

SIMpro migrates their Next Generation ERP to the Microsoft Windows Server platform and sees increased scalability and performance which helps them to maintain their competitive advantage.

June 2017

Teacher Created Materials improves pick accuracy inventory accuracy with Robocom's Warehouse Management System.  Read more about TCM and Robocom.

March 2017

Safelite Autoglass implemented Robocom's Labor Management System to achieve significant productivity gains.  Read more about this exciting project.

February 2017

Soult Wholesale chose Robocom's Next Generation ERP to manage all aspects of its supply chain management processes.  Learn more about Soult Wholesale's experience.

January 2017

Learn how Hyperlink implemented Robocom's Next Generation software to achieve real time visibility, increase productivity and increase its market share.

December 2016

Goodwill of North Georgia implemented Robocom's Warehouse Management System to help provide a high quality of service to their customer, a nearby Federal Agency. Read more about Goodwill's implementation. 


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