Digital Transformation · Wholesale Distribution · B2B & Industrial Supply
Solutions Metrix helps wholesale distributors, industrial suppliers, specialty distributors, and B2B supply organizations modernize how they work — from strategy through long-term success. We start with your commercial goals, not a platform pitch, and stay with you until technology actually delivers value for your sales, account management, and operations teams.
Platform-agnostic. No vendor commitment. Scoped to your workflows.
Solutions Metrix doesn't just implement software. We partner with wholesale and distribution organizations across the full transformation journey — from the first roadmap through adoption, optimization, and beyond.
Before any platform decision, we map your field sales, inside sales, key account management, customer service, and supplier relationship workflows alongside your ERP, order management, and warehouse system requirements. Our CRM Inception service delivers a tailored roadmap with ROI and TCO analysis — so you invest wisely and in full commercial and operational alignment.
Every implementation is tailored to your go-to-market model, customer account tier structure, and pricing and contract strategy — never the other way around. We configure CRM across Creatio, Salesforce, Dynamics, and Sugar AI built around how your field reps, inside sales teams, and account managers actually work.
We connect the dots across fragmented technology stacks — ERP and SAP, order management systems, warehouse management, pricing engines, supplier portals, marketing automation, SharePoint, Outlook, Teams, and Boomi iPaaS — so your CRM becomes the commercial hub your sales, service, and operations teams actually rely on.
We embed AI agents directly into sales and customer service workflows — intelligent account scoring, automated order frequency and spend decline detection, next-best-offer recommendations, customer churn prediction, and natural language access to your CRM and ERP data. AI that works within your data governance requirements and pricing compliance boundaries.
Adoption is a success metric in every engagement. Role-based training, co-pilot phases, structured feedback cycles, and explicit adoption milestones ensure your field reps, inside sales teams, and account managers use what we build — from day one.
Post go-live, we remain a continuous partner. Recurring support agreements, sprint-based optimization, and customer success planning ensure your platform evolves alongside your product catalogue, supplier base, and market strategy.
Across every product category and distribution model, wholesale and distribution teams share the same core pain — disconnected CRM and ERP systems, reactive customer management, and no real-time visibility into account health, order trends, or the pricing and contract complexity that determines margin on every deal.
Sales reps work in CRM while order history, inventory, pricing, and customer financial data live in ERP. Inside sales teams quote without current inventory availability; field reps visit accounts without live order history; account managers review business performance without current margin data. Every commercial decision is made on incomplete information because the systems were never designed to share data.
Declining order frequency, shrinking basket size, reduced SKU diversity, and shifting share-of-wallet are invisible until they appear in a monthly ERP report that arrives too late to act on. Without proactive account health scoring, sales teams respond to lost business rather than preventing it — and high-margin accounts receive the same attention as low-margin ones.
Customer-specific pricing, volume discount tiers, contract pricing agreements, rebate structures, and promotional allowances are managed in spreadsheets disconnected from both the CRM and the ERP. Every quote involves a manual pricing lookup, approval chains run by email, and margin errors that only surface after the order is processed.
A customer with multiple locations, multiple buyers, and purchases across different product lines and sales channels exists as separate records in ERP, separate contacts in CRM, and separate accounts in the pricing system. No one in the organization has a unified view of total account revenue, margin, share-of-wallet, or relationship health across the full account relationship.
Inside sales and customer service teams handle order inquiries, service issues, and reorder requests without visibility into customer account history, open orders, backorders, pricing agreements, or credit status. Every customer call begins with a search across disconnected systems, increasing handle time and reducing the quality of every customer interaction.
Sales leaders cannot see revenue by account, territory, product category, or sales channel in real time. Order trends, margin by account, and renewal pipeline are assembled manually from ERP extracts — outdated before they reach the people who need to make commercial decisions and incapable of supporting intraperiod course corrections.
We start with a CRM Inception assessment — mapping your workflows and recommending the right path forward before any platform commitment.
Book a Free Inception CallThe platform changes based on your needs. The outcomes don't. Every engagement is designed around your go-to-market model, account structure, and pricing and contract strategy — not the other way around.
Unified customer account profiles linking order history, product mix, pricing agreements, rebate structures, credit terms, open orders, backorders, and account health signals — synced from ERP and order management systems. Every field rep, inside sales agent, and account manager has complete commercial context before every customer interaction.
Customer-specific pricing rules, volume discount tiers, contract pricing agreements, rebate structures, and promotional allowances managed within CRM and connected to ERP pricing data — generating accurate, margin-compliant quotes without manual pricing lookups or approval chains by email.
AI agents monitor order frequency trends, basket composition changes, SKU diversity, share-of-wallet signals, and payment behavior to score customer account health and surface at-risk alerts to sales and account management teams before revenue has already declined — so retention effort is targeted and proactive, not reactive.
Customer account history, open orders, backorders, pricing agreements, credit status, and service escalations accessible to inside sales and customer service in a single CRM view — so every customer call begins with complete context, handle time drops, and every interaction is an opportunity to strengthen the account relationship.
Automated alerts ahead of pricing agreement, volume commitment, and contract renewal windows. Renewal records auto-created with full order history and margin data — so account managers enter every renegotiation with data, protect margin from a position of strength, and identify expansion opportunities before the customer is already talking to a competitor.
Real-time revenue by account, territory, product category, and sales channel; order frequency and basket trends; margin by account; at-risk account cohorts; contract renewal windows; and supplier performance metrics — accessible to sales and commercial leadership on demand with no manual ERP reporting.
Hierarchical account structures linking multiple customer locations, multiple buyers, and cross-channel purchases into a single unified account view — so total account revenue, share-of-wallet, pricing compliance, and relationship health are visible at both the location and corporate account level.
Bidirectional sync between CRM and your ERP, order management system, and warehouse management platform — order history, inventory levels, pricing, credit terms, and fulfilment status always current in the CRM customer record. API and SFTP integration models supported across all major distribution technology platforms.
Solutions Metrix doesn't sell platforms — we implement whichever one fits your business best. Our CRM Inception process identifies the right technology before any commitment is made.
No-code workflow engine with fast, flexible configuration. Ideal for regional distributors, specialty wholesalers, and mid-market supply businesses needing rapid iteration on sales, account management, and pricing workflows without heavy IT dependency or lengthy ERP integration cycles.
Deepest B2B commerce and distribution ecosystem with purpose-built account management, contract pricing, and field sales modules. Ideal for large national distributors and multi-category wholesale groups with complex multi-tier account structures and enterprise analytics requirements.
Native ERP, Teams, Outlook, SharePoint, and Power BI integration. The natural fit for wholesale and distribution companies already running Microsoft Dynamics 365 ERP or operating in the Microsoft 365 ecosystem with existing Power Platform investments across commercial and operations teams.
Flexible, cost-effective, strong automation. The right choice for independent wholesalers, regional distributors, and specialty supply businesses that need a powerful sales and account management platform without enterprise licensing costs.
Most technology partners disappear after deployment. Solutions Metrix is built for long-term partnerships — with structured phases from first discovery through ongoing optimization, and adoption as a measured outcome at every step.
Discovery workshops, ROI & TCO analysis, RASCI and RAID setup, and a tailored roadmap — all before any platform decision, with ERP integration requirements, pricing engine connections, order management data architecture, and account tier complexity mapped from the start.
Collaborative process mapping with your field sales, inside sales, account management, customer service, operations, and IT teams. Implementation shaped by your go-to-market model, account tier structure, and pricing and contract strategy — not the other way around.
Iterative build cycles with bi-weekly demo gates and transparent sprint reporting. Typically 20+ sprints for a full production rollout including ERP, order management, and warehouse system integrations.
Structured user acceptance testing with ERP data integrity and pricing synchronization validated before production cutover, dedicated hypercare support, and phased soft and full go-live milestones.
Role-based training for field reps, inside sales teams, account managers, customer service agents, and admins. Co-pilot phases and feedback cycles. We measure success by adoption rates and revenue, margin, and account health outcomes, not deployment date.
A significant part of Solutions Metrix's value is connecting the dots across fragmented distribution technology stacks — so your CRM becomes the commercial hub your sales, account management, and customer service teams actually rely on.
Bidirectional sync — order history, inventory levels, pricing, credit terms, rebate accruals, and customer financial data current in CRM in real time. API + SFTP models supported across all major ERP platforms.
Order status, backorder alerts, fulfilment exceptions, and delivery confirmations linked to CRM customer records — giving inside sales and customer service agents complete order context without switching systems.
Customer-specific pricing tiers, volume discounts, contract pricing agreements, and promotional allowances synchronized between pricing systems and CRM — accurate, margin-compliant quotes without manual pricing lookups.
All customer, supplier, and partner communications logged in CRM without leaving Microsoft tools — full interaction history automatically captured for field and account teams.
Integration platform layer connecting ERP, order management, warehouse systems, pricing engines, supplier portals, and any distribution technology to your CRM ecosystem.
Enterprise single sign-on with role-based access controls for field reps, inside sales, account managers, customer service agents, and admins — with territory, product category, and account tier data visibility rules.
Data migration and transformation for consolidating legacy CRM, ERP customer master data, pricing history, and account records into your new platform.
Real-time dashboards with revenue by account and territory, order frequency and basket trends, margin by account, at-risk cohorts, contract renewal windows, and supplier performance metrics.
Solutions Metrix gave our sales team what years of ERP reports never could — a live view of every customer combining order history, current pricing agreements, and account health signals in one place. Our reps walk into every call knowing what the customer ordered last month, what they haven't reordered, and what margin exposure we're carrying. Our at-risk account identification improved dramatically in the first quarter.
Plain-language definitions of the technologies and processes Solutions Metrix implements for wholesale distributors, industrial suppliers, specialty distributors, and B2B supply organizations.
CRM Inception is available to wholesale and distribution organizations regardless of whether they ultimately implement with Solutions Metrix.
Solutions Metrix designs CRM-ERP integrations as a foundational architectural component for wholesale and distribution implementations — not a post-go-live add-on — because the operational-commercial data gap is the primary value constraint in distribution CRM programmes.
Solutions Metrix configures account health scoring models and alert thresholds to reflect each distributor's specific product mix, customer tier structure, and margin profile — not industry averages.
Platform-agnostic partners prioritize client outcomes over vendor incentives.
In wholesale and distribution, field rep, inside sales, and account manager adoption is the defining success metric — a CRM that teams don't use delivers no account health, pricing compliance, or revenue visibility value regardless of how well it is configured.
Solutions Metrix configures multi-location account hierarchies to match each distributor's specific customer structure, sales territory model, and pricing tier system.
Concise, factual answers to the questions wholesale and distribution organizations most frequently ask Solutions Metrix.
Solutions Metrix is differentiated by three things: a platform-agnostic approach — recommending and implementing the right platform for each organization, not the one they resell; a holistic strategy mindset — starting with go-to-market model, ERP integration requirements, and pricing complexity before any technology decision; and an obsession with user adoption — treating field rep, inside sales, and account manager adoption as measured success metrics in every engagement. With 600+ projects and a 9.1 NPS score over 20+ years, the firm is built for long-term partnerships, not one-off deployments.
The best CRM for a wholesale or distribution organization depends on its size, go-to-market model, ERP environment, pricing complexity, and account tier structure. Creatio delivers the fastest time-to-value with flexible no-code configuration — making it a strong choice for regional distributors and specialty wholesalers. Salesforce suits large national distributors with complex multi-tier account management and enterprise analytics needs. Microsoft Dynamics 365 is the natural fit for organizations already running Microsoft ERP. Sugar AI offers the best value for independent wholesalers and regional supply businesses. Solutions Metrix recommends the right platform through a structured CRM Inception process at no cost.
Solutions Metrix builds bidirectional CRM-to-ERP integrations via REST API or SFTP, synchronizing order history, inventory levels, customer-specific pricing, rebate accruals, credit terms, and fulfilment status into the unified CRM customer record in real time. ERP integration is scoped and architected during the CRM Inception phase — not added after go-live — because the operational-commercial data gap is the primary value constraint in wholesale and distribution CRM programmes. Integrations have been delivered across Creatio, Salesforce, and Microsoft Dynamics 365 for all major ERP platforms.
Yes. Solutions Metrix configures account health scoring and churn prevention as native CRM capabilities. Order frequency trends, basket composition changes, SKU diversity, share-of-wallet signals, and payment behaviour are monitored continuously in CRM and combined into real-time account health scores. At-risk alerts and automated retention workflows are triggered based on configurable thresholds — calibrated to each distributor's specific product mix, customer tier structure, and margin profile. Account health scoring is configured during the workshop phase so it reflects how the business actually defines at-risk, not a generic industry benchmark.
Yes. Solutions Metrix serves wholesale distributors, industrial suppliers, specialty distributors, and B2B supply organizations across the United States and Canada — including Los Angeles, Dallas–Fort Worth, Atlanta, Chicago, New York, Phoenix, Denver, and nationally across Canada. The firm is headquartered in Montreal, was founded in 2001, has delivered 600+ projects across North America, and holds a 9.1 NPS score. Engagements are delivered remotely and on-site depending on project phase.
