CRM for industry and commerce
Customer and order management
Ploomes is the only CRM prepared to serve Brazilian industries and distributors, because it has:
CRM for basic management
Customizable funnels and workflows for each business
Automation of commercial proposals with advanced pricing and tax calculation
We serve all sectors of manufacturing, distribution and representative offices of the intermediate and basic industries
Capital assets in general
Construction
wrappers
Renewable energies
Medical-hospital equipment
Agricultural and road implements
Software and hardware industry
Machines, equipment and components
Mechanical metal
Furniture
Plastic
Chemistry
Textile
And others...
CRM for all company sizes
Your small industry/trade (distributor or reseller) Are you facing one or more of the following sales problems?
There is no visibility of the stage of each deal. You don't know if opportunities are in progress, stalled, or abandoned.
It has no history of what has already been negotiated or dealt with in the past with clients and potential clients.
Your customer data is scattered in different databases, which are difficult to access.
Your business process is plastered, ill-defined, or simply without defining steps, managers, and activities.
It uses ERP, which is normally insufficient, for customer relationship management.
Customer data is the property of sellers. When a seller leaves, customers go along with them.
It doesn't know if the sellers are carrying out their business activities, whether they are internal, external, or representatives.
There are no flows that guarantee that contracts and proposals undergo necessary approval elevations.
There is no follow-up to submitted commercial proposals. Negotiations are lost because they go unattended for days.
You have no control over how proposals are generated. They do not undergo quality control and are slow to generate.
Ploomes delivers more visibility, organization, and control for commercial industries, distributors and resellers
Here's how to resolve these issues:
Organize customers and businesses
Have customers, deals, timeline histories, and multiple processes (such as sales funnels) organized on user-friendly, filterable, and easily accessible screens.
Define and customize processes
Industry sales involve steps and actions that must be followed. Create funnels according to your business, with customized steps, fields, and requirements.
Get your sellers out of the ERP
ERP was not designed for commercial management, with a CRM that is not very customizable, recursive and intuitive. Ploomes CRM combines robustness with a user-friendly interface.
Have control and management of sellers
Track check-ins (which can be done in the app, even offline) and other activities with reports. Also have approval flows for proposals and contracts.
Automate proposals
and contracts
Automate contracts and proposals, simple or complex, including advanced pricing and tax calculations. Our team takes care of the design and the formulas involved.
Main functions of Ploomes that Do they help small service businesses
Activity history
Advanced reports
Sales funnel
Approval flows
Multiple workflows
Automation of proposals and budgets
Required checklist
Contract automation
Check-in
Via app
Opening notifications
Your industry/trade (distributor or reseller), medium or large, Are you facing one or more of the following sales problems?
Your salespeople aren't using CRM as they should. They have to be charged constantly to fill the system.
Difficulty configuring and customizing the sales management system, be it a spreadsheet, an ERP, or a plastered CRM.
It manages clients and deals partially or completely in decentralized spreadsheets.
You don't know what stage negotiations with clients are at.
It is difficult to receive feedback from sellers regarding negotiations, especially if they are representatives.
You don't know how many deals were lost or why.
Complex proposals, with products that require configurations or technical information, take hours or even days to make.
There is no follow-up to submitted commercial proposals. Negotiations are lost because they go unattended for days.
Sales orders, sometimes on paper, need to be registered manually in the ERP.
It is difficult to gather data for analysis, and it may not be 100% reliable because it is collected manually.
Ploomes delivers more visibility, organization, and control for commercial industries, distributors and resellers
Here's how to solve these problems in your company:
Ensure sellers' engagement
Centralize everything your seller needs: tasks, emails, processes, proposals, and contracts. CRM becomes a work tool, and not just a management tool.
Ease of use and setup
Ploomes combines robustness with ease of use. You don't need technical knowledge to use it or configure it, and it also has a mobile app (which works offline).
Organize portfolios and processes
Have customers, deals, timeline histories, and multiple processes (such as sales funnels) organized on user-friendly, filterable, and easily accessible screens.
Get visibility
Of business
The spreadsheets make it difficult to see the whole thing. Have deals centralized in tables or kanbans, and know the status and history of each negotiation.
Automate simple or complex proposals
Automate contracts and proposals, simple or complex, including advanced pricing and tax calculations. Our team takes care of the design and the formulas involved.
Integrate Ploomes with your ERP
Stop recording sales orders manually in the ERP. Ploomes integrates with ERPs, making it possible to send sales orders without leaving the CRM.
Full reports
vending
Generate reports on any metric, including conversion rates, average ticket, and sales cycle. Also analyze your team's performance and financial goals.
Main functions of Ploomes that help large and medium-sized industries, distributors and resellers:
Mobile app
Contract automation
Offline mobile function
Opening notifications
Cadastro
From customers
Integration with ERP
Multiple workflows
Access to the API
Sales funnel
Advanced reports
Historic
businesslike
Sales funnel report
Automation of proposals and budgets
Goal screen
Connect Ploomes to other solutions for your business.
Ploomes natively integrates with the main solutions used by industries, being one of the few to integrate sales orders with ERPs.
See our ERP integrations
Native integrations
Ploomes natively integrates with the main solutions used by service providers.
Development
We have a team to develop integrations on demand with systems or other applications