Royal Palm Beach, FL, 33411, USA
(561) 810-0644
info@SourceMatrixERP.com

Advanced Contact Management

Electronic Component Distribution Software

SourceMatrix’s CRM

Our contact management features simplify and streamline every step of your sales and marketing processes in order to increase your efficiency and overall profits. Our CRM consolidates customer information into a single repository, making workflows much simpler when it comes to managing and automating the customer lifecycle.

Third Party Integrations

Integrating a CRM with other commonly used third party applications streamlines many of your company’s most time-consuming tasks. The ability to integrate your company’s email client (e.g. Outlook) and email automation tool (e.g. Mailchimp) will allow you to easily manage communication with all of your linked email correspondences.

Task Management

Our CRM allows you to link assignments to client or company profiles to manage all related tasks. A helpful notification provides you all of the information about the task, as well as any notes or reminders added by the user.

Company & Contact Centric Search Functions

SourceMatrix’ comprehensive CRM features company and contact centric search functions. This allows users to conveniently add detailed information about every single contact, and use that information for advanced personalization in lead nurturing.

Designed For Distribution

SourceMatrix was designed from the ground up to accommodate the needs of electronic component distributors. Choosing an electronic component distribution software is a difficult task, and it doesn’t get easier when trying to optimize a software system that wasn’t designed for your industry. Let us show you how our dynamic electronic component distribution software will drive the advancement of your business.

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TOP FEATURES

Powerful tools

Classifying, qualifying, and managing the companies within your CRM is one of the most crucial function of the system.  SourceMatrix’s CRM is equipped with all of the essentials for electronic component distributors.  While you can customize and configure SourceMatrix to meet your specific preferences, our core setup includes features such as:

Company Classifications

Collecting and managing information about your customers and prospects may seem monotonous and insignificant, but this process is crucial for your salesforce. SourceMatrix features all of the fields that you need, and none of the fields that you don’t. Our intelligent CRM also adjusts its detailed fields based on company classifications and provides only the fields that are relevant to each company.

Company Rating System

Qualifying your leads is an extremely important part of contact management and the sales process as a whole. Identifying your ideal prospect and directing your sales and marketing efforts towards them will dramatically improve the effectiveness of your salesforce. Our simple rating system gives your team insight into how a company performs at a glance.

Quick-Jump Buttons

Once you are within one of your companies, clicking on the blue-and-white Quick Jump buttons will take you directly to that module, ready to work with the currently selected company.

Historical Data Visibility

Within each company page, our CRM provides a comprehensive view of all historical data, documents, and transactions. Each grid item allows you to analyze previous transactional data.

Made by people that use it, for people that need it.

SourceMatrix’ CRM contains the tools and features necessary for electronic component distributors to succeed in marketing, sales, and customer nurturing.
Equip your team with our comprehensive electronic component distribution system and secure the development of your business.

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