Why Retail & Trade Companies Need a Connected CRM
A wide range of products, diverse sales channels, and complex customer and dealer structures make retail and trade demanding. At the same time, customers expect fast, personalized service and relevant offers. JustRelate CRM connects information from marketing, sales, and service, creating a central foundation for efficient processes and well-informed decisions.
Dynamic Product Ranges
Products, prices, promotions, and availability change continuously. Sales and marketing teams need up-to-date product and market data to target their offers effectively.
Efficient Field Sales
Visits need to be planned effectively, sales territories coordinated, and key accounts given dedicated attention. Mobile applications support your field sales team directly on-site.
Speed of Response
Inquiries, orders, and customer requests need to be handled quickly. Automated processes and up-to-date information help eliminate unnecessary steps and duplicate data entry.
Turn Every Customer Insight Into Your Next Business Move
JustRelate CRM brings together customer, dealer, product, and sales information in one central location. Identify opportunities faster, engage customers more precisely, and steer your sales activities based on reliable data.
Centralize
Consolidate customer, dealer, partner, competitor, and product information in a shared data foundation.
Personalize
Use customer histories, purchasing behavior, and interests to target offers, campaigns, and sales activities with precision.
Analyze
Identify sales trends, revenue developments, cross- and upselling opportunities, and differences across sales territories.
Mobilize
Empower your field sales team with mobile CRM apps, visit reports, and relevant customer information — online and offline.
Built for the Needs of Retail & Trade
From initial contact to managing trade partners and fostering long-term customer development — JustRelate CRM supports the key processes in retail and trade.
Customer & Dealer Management
Keep customer histories, contacts, contracts, quotes, campaigns, and activities in one central view, creating a consistent information foundation.
Audience Targeting & Customer Loyalty
Segment audiences for newsletters, special sales, and loyalty programs, and reach customers with the right products and offers.
Assortment & Product Management
Manage products and services down to the item level, and connect product information with customers, quotes, and sales activities.
Visit & Route Planning
Plan and document customer visits efficiently. Your field sales team can access relevant information on mobile devices and capture visit reports directly on-site.
Cross- & Upselling
Use purchasing behavior, sales trends, and customer information to identify which complementary products may be of interest to individual customers.
Competitive & Market Analysis
Capture information about competitors and their products, and connect it with trend analyses, sales territories, and revenue data.
Customer Data
Connect customer knowledge, product information, and sales activities into a comprehensive view of your trade business — for more targeted customer engagement and better decisions.
Strengthen Your Dealer Relationships
Consolidate information, processes, and communication in a central dealer portal connected to your CRM — for more efficient collaboration, faster coordination, and targeted development of your sales partners.
A Central Platform for Connected Trade Processes
In retail and trade, information needs to be available quickly and processes must be connected across departments, locations, and systems. JustRelate CRM integrates data from ERP, inventory management, and other systems, creating a shared information foundation for marketing, sales, and service.
360°
Object View
View customers, dealers, partners, and activities holistically and in context.
Mobile
Field Sales
CRM features on smartphones and tablets for flexible work in the field — online and offline.
ERP
Integration
Seamless connectivity with ERP, BI, compliance, and office systems for end-to-end processes.
GDPR
Compliant Processes
Features for legally compliant and privacy-conscious handling of customer data.
Transform Trade Processes Into Connected Customer Relationships.
Consolidate customer knowledge, optimize sales and marketing processes, and equip your teams with up-to-date information — from the central workplace to mobile field sales.