Audience

Distribution, Manufacturing, Wholesale

About TDF CRM

Customer Relationship Management (CRM) is Easier with TDF CRM.

With over 20 years of focus on the distribution industry and experience, TDF CRM empowers distributors like you to gain easier access to intelligent information that drives growth, increases profitability, differentiates your business, and improves employee engagement.

TDF CRM seamlessly integrates with your other enterprise business systems, such as ERP/accounting systems, phone systems, shipping systems, etc. This integration provides you with quick and easy access to a wide range of business intelligence, reporting, and analytics, allowing you to analyze sales performance and sales trends at multiple levels across the organization.

Integrations

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Company Information

White Cup
Founded: 2019
United States
whitecupsolutions.com

Videos and Screen Captures

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Product Details

Platforms Supported
Windows
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online

TDF CRM Frequently Asked Questions

Q: What kinds of users and organization types does TDF CRM work with?
TDF CRM works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does TDF CRM support in their product?
TDF CRM supports these languages: English.
Q: What kind of support options does TDF CRM offer?
TDF CRM offers support via phone support and online.
Q: What other applications or services does TDF CRM integrate with?
TDF CRM integrates with: Infor CloudSuite Distribution, Constant Contact, e-automate, Distribution One, HubSpot CRM, HubSpot Customer Platform, Infor CloudSuite Industrial Enterprise, Infor Distribution SX.e, DDI System, Mailchimp, and Sage 100 Contractor.
Q: Does TDF CRM have a mobile app?
Yes, TDF CRM has a mobile app for iPhone, Android, and iPad.
Q: What type of training does TDF CRM provide?
TDF CRM provides training in the form of documentation, live online, webinars, and in person.

TDF CRM Product Features

CRM

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

Distribution

Order Management Not Supported
Returns Management Not Supported
Purchasing Not Supported
Sales Forecasting Not Supported
Import / Export Management Not Supported
Inventory Management Not Supported
Warehouse Management Not Supported
Shipping Management Not Supported
Barcoding / RFID Not Supported

Sales Force Automation

Call Management Supported
Campaign Management Supported
Channel Management Supported
Commission Management Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Sales Forecasting Supported
Territory Management Supported
Referral Tracking Not Supported

TDF CRM Additional Categories