Manufacturers Representatives Manufacturer Tracking

Which Customers Own Which Lines? 

This is a basic yet important question to know. Manufacturers representatives sell many lines. Take a new customer of ours which sells lighting equipment, this firm carries over 50 lines. So the complexity of reporting and analysing data is an issue if the manufacturer representative does not have the right tools.

The most valuable report, among many, is the Customer Product report. This report looks at a customer, all activity, opportunities, quotes, and products. And in a rep agency CRM set up, the product is tied to the supplier or manufacturer. Reports can be checked that shows how broad and deep the customers buys are with the rep firm. 

For example, Customer A, we note, only has purchased 3 lines off the line card. Question is why? The salesperson can now be trained and be lead to sell across the line card. This can have an immediate impact on the sales pipeline.