Centralized Customer Data
Foundation’s CRM centralizes all customer data, including order histories, quotes, and communications, ensuring your sales teams have a comprehensive view of each client. This holistic perspective enables reps to make data-driven decisions, identify upsell opportunities, and provide a personalized experience with every interaction.
Real-Time Customer Insights
With Foundation’s CRM, your sales reps have real-time access to customer activity, order status, and engagement history. This means they can tailor conversations to the most recent interactions and data, ensuring they’re always one step ahead in the sales process.
Quote Management and Tracking
Generate accurate quotes quickly and track their status in real-time. Foundation’s CRM allows sales reps to customize quotes for individual customers, track approvals, and follow up on pending deals, ensuring no opportunity falls through the cracks.
Collaboration and Team Visibility
Foundation’s backorder management feature ensures that when items are temporarily out of stock, customers can still place orders. Backordered items are automatically fulfilled once stock is replenished, and customers are notified of expected delivery timelines, ensuring transparency and trust.
Place Order for Your Buyers
Whether you are at a trade show or visiting your customers. Place orders for your buyers from the ease of your fingertips. Simply select a customer, and their shipping address, add items, and place an order or send a custom quote.
Capture Leads Anywhere
Effortlessly capture and manage new leads while on the go. Our app allows sales reps to quickly add, update, and track lead information, ensuring no potential customer is overlooked and follow-ups are timely and effective.
