Cloud-Based Software Implementation for Financial Services


Adept Cloud offers cloud-based software implementation for SME Owners and Sales Managers who want to better manage their existing customer base, feeding new leads and clients directly into their system, quickly being able to keep a close eye on KPIs of sales individuals, the company, marketing, products and services, whilst understanding the impact of the source and regional distribution.

Wholesalers Cloud-Based Software Solution Overview

At Adept Cloud we deliver a CRM system bespoke to your company’s needs, further customising to meet the individual requirements of teams and team members.
Our solutions give you the most effective means of defining your sales processes, as well as monitoring and reporting upon the key performance metrics of your staff, products and services. We will craft you a system with every aspect interconnected, meaning all information is just a click or two away.
After setting up your system we’ll train or support you to use its features so you can continue to refine the way you conduct business in a changing market.

Common Components for Wholesalers

Accelerated Sales System – A system designed to support the sales producers, their managers and the executive team with actionable intelligence that drives new business. We help you define the specific customer experience so that sales processes can be automated and scaled without wasting time on prospects that will likely never buy.

Cloud-based Inventory management – The simplest way to manage all your stock from ONE single location. Our cloud-based system integrates with your business model so that you have complete control of stock levels.

Cloud Accounting – Manage your business finances with generating detailed financial reports with a few simple clicks..

Live Chatbot – Get real-time insights on website visitors and even chat with them live based on their interaction with your brand.

Advanced Email Campaigns – Build a marketing campaign that perfectly aligns with your customer journey so that you can deliver the right message at the right time…. every time!

Bonuses to Wholesale Companies When Signing with Adept Cloud

When signing up you’ll also get:

Free initial meeting – where we meet with you and understand your needs, giving advice on exactly what system to implement.

Training and weekly catch-ups – We meet on a schedule to suit you to discuss the implementation and make adjustments to your requirements as you learn to use the new system.

VoIP – Enhancing your CRM by connecting it to an ideal phone system to suit your needs. Keep a track of the calls and their duration made by your sales team.

Wholesale Software Implementation Timeline

Consultation – Our first phase is a free 30-minute consultation, either online or in-person. We will find out if we are suited to partner with you (Adept Cloud wants to deliver the ideal solution for you so if we are not the best option, we will tell you).

After this initial chat we will plan for a longer run-through of your requirements. This should be considered as an opportunity for us to learn more about the nature of your business and processes within. We hope it will also be a great chance for us to show you the potential of the available products and our capabilities to manipulate and shape your system.

Scope – After the initial meeting, we’ll provide you with our recommendation on how best to approach your project. Within this we will set out a fee for the planned and agreed work, from this you may select the items you wish, knowing exactly their cost.

Implementation – Once everything is agreed, we’ll carry out the implementation. We’ll arrange regular reviews with you, to review the work done and make any small tweaks required. At the end, we’ll provide full training on how to run the processes, then hand the system over to you in order that you can fully test your processes. During the testing phase, we’ll be on hand to offer any support and fix any issues you come across.

Data Migration – With our optional migration service, your data can be set up and ready to go so that you can dive straight back into working with your existing information. During the consultation we will discuss a migration plan so you understand our requirements and what data and in what format you will need to provide.

Staff Training – We can also offer training for all your staff. Along with advanced administrator training.

Continued Support – Even once your system is complete and ready to use, you will still want to innovate over time and add your own unique features to enhance your business process. We can continue to support your system’s development with a retainer plan to suit your needs. This means you have a team of experienced developers to help you on any challenge you face.

What Issues do Wholesalers Commonly Face?

Sales Management
For wholesalers it is important that their team have strong knowledge of every customer relationship, it is expected by old and new clients that their vendors will understand their needs from the get-go. A properly setup CRM solution enables a salesperson to be proactive in their handling of clients, allowing them to further develop relationships, building trust and loyalty. This is so important because in the distribution and wholesale industry it is far more about building ongoing relationships than crafting new. A salesperson will be further aided by their CRM by having product and shipment information, merchandising and inventory management at their fingertips.
Salespeople in wholesale will often be allocated regions of the country to manage and with that comes numerous visits. An Adept Cloud setup CRM can enable them to plan their visits so that they can cover sub-areas on individual days, making them more time-efficient in their visits.
Any software we recommend will also come with a mobile app so that sales rep has access to all the necessary information whilst out in the field.
It is not just the sales team that will benefit from use of a CRM system, Adept Cloud will ensure your system shows an accurate view of forecast business and where each sale stands along the pipeline, making it easier for management to plan and present to stakeholders.
Finally, Adept Cloud can integrate a tracked ticketing system for customers to use as well as giving them access to FAQ articles through their own portal.

Marketing Management
Wholesalers market to a number of different sectors, be that other wholesalers, retailers or end-users, and as a result need a system that accurately segments these groups. This can enable you to manage their buying preferences separately. With accounts segmented in your system you can enable them to receive your focused marketing automatically.
Further to customer segmentation, your system will be setup to show you the performance statistics of your campaigns so you can understand what works and what doesn’t.

Team Collaboration
Adept Cloud will set you up with a collaborative CRM that is built to facilitate communication with customers and your own team. We’ll help your team stay connected with real-time sales updates, give you access to note taking, so you can understand what’s been happening and tag individuals, so they don’t miss anything important.

Wish to Find out More? Book a Consultation with us Here

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