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What is TDF CRM?

TDF CRM simplifies the process of Customer Relationship Management (CRM) significantly. Drawing upon more than two decades of expertise in the distribution sector, TDF CRM provides distributors with enhanced access to vital intelligence that fosters growth, boosts profitability, sets your company apart, and elevates employee engagement. Moreover, TDF CRM effortlessly connects with your existing enterprise systems, including ERP/accounting, telecommunication platforms, and logistics solutions. This seamless integration enables prompt and straightforward access to an array of business intelligence, comprehensive reports, and insightful analytics that facilitate in-depth analysis of sales performance across various tiers of your organization. By utilizing TDF CRM, businesses are better positioned to make informed decisions and adapt to market changes effectively.

What is Opmetrix?

With SAP Business One, your sales team can effortlessly access integrated customer relationship management, sales, and merchandising functionalities from any location, ensuring they have the latest master data, pricing information, and inventory details while interacting with clients on the go. A wide array of features supports in-store activities, including processing transactions, conducting surveys, tracking sales objectives, and retrieving CRM data, such as call notes and images. By utilizing Opmetrix, sales representatives can greatly improve their sales strategies and have crucial information at their fingertips. Furthermore, Opmetrix offers management insightful dashboards that track sales performance, customer engagement, and activity trends, enhancing overall visibility. The platform employs GPS tracking and geo-fencing to enable real-time reporting and updates, allowing management to maintain a thorough understanding of business dynamics. This transparency not only aids in monitoring operations but also fosters informed decision-making based on up-to-the-minute data, ultimately driving the success of the sales team. As a result, organizations can respond quickly to market changes and customer needs, ensuring sustained growth and competitiveness.

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Integrations Supported

Access Attaché
Cin7 Inventory Management
Constant Contact
DDI System
Distribution One
HubSpot CRM
HubSpot Customer Platform
Infor Distribution SX.e
MYOB AccountRight
MYOB Acumatica
Mailchimp
Micronet Distribution Software
Microsoft Dynamics 365 Business Central
NetSuite
SAP Business One
Sage 100 Contractor
Sage 300
Sage 500
Xero
e-automate

Integrations Supported

Access Attaché
Cin7 Inventory Management
Constant Contact
DDI System
Distribution One
HubSpot CRM
HubSpot Customer Platform
Infor Distribution SX.e
MYOB AccountRight
MYOB Acumatica
Mailchimp
Micronet Distribution Software
Microsoft Dynamics 365 Business Central
NetSuite
SAP Business One
Sage 100 Contractor
Sage 300
Sage 500
Xero
e-automate

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

White Cup

Date Founded

2019

Company Location

United States

Company Website

whitecupsolutions.com

Company Facts

Organization Name

Opmetrix

Date Founded

1995

Company Location

New Zealand

Company Website

opmetrix.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Distribution

Barcoding / RFID
Import / Export Management
Inventory Management
Order Management
Purchasing
Returns Management
Sales Forecasting
Shipping Management
Warehouse Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

Order Entry

Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management

Retail Execution

AI / Image Recognition
Collaboration Tools
Data Collection
Inspection
Pricing / Placement Optimization
Product Education
Product Promotion Strategy
Retail Site Audit
Workforce Management

Route Planning

Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

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