In the wholesale are Price lists, Customer discounts and a complete one Order history crucial to business success. But how do you keep track of hectic day-to-day business? The answer: with the right one CRM system especially for wholesale. In this article you will learn how a modern CRM like HubSpot solves these challenges, which functions really count and how you can take your company to the next level.
Why is a specialized CRM essential in wholesale?
The wholesale works differently than retail or service industries. Count here individual price lists, customized discounts and one transparent order history. Without one CRM systemwhich reflects these requirements, there is a risk of errors, lost sales and dissatisfied customers.
- Price list management: Different customers receive different prices – the CRM must be able to reflect this. Important note: Complex pricing logic such as multi-dimensional price scales, automated calculations or extensive discount systems cannot currently be represented natively in a CRM like HubSpot. For this, ERP systems must be connected or pricing continues to be done manually during the offer creation.
- Customer discounts: Individual conditions and graduated prices are standard in wholesale.
- Order history: Who ordered what and when? This information is worth its weight in gold for sales and service.
- Automation: Recurring processes such as quoting and follow-up save time and reduce errors.
A CRM system How HubSpot offers exactly these functions and can be flexibly adapted to wholesale needs.
The most important functions of a CRM for wholesale
A CRM for wholesale must be able to do more than classic contact management. These features are essential:
- Dynamic price lists: Management and allocation of price lists per customer or customer group.
- Discount and conditions management: Simply store individual discounts, special conditions and promotional prices.
- Order history and reorders: Complete documentation of all orders, offers and tracking.
- Automated offers and order confirmations: Create and send individual offers with just a few clicks.
- Integration with merchandise management and ERP: Seamless connection to existing systems such as SAP, DATEV or Lexware.
- Reports and Dashboards: Sales, margins and customer development at all times.
- GDPR compliance: Data protection and data security according to European standards.
This is how HubSpot supports wholesalers with price lists and discounts
HubSpot offers numerous functions that are specifically tailored to the requirements wholesale are tailored. Particularly noteworthy are:
- Custom properties: Create individual fields for price lists, discounts and conditions.
- Products and offers: Store products with graduated prices and discounts directly in the system.
- Automated workflows: Have offers and discounts assigned automatically according to specific rules.
- Deal pipelines: Track offers, orders and renegotiations clearly in a pipeline.
- Reports: Analyze which customers use which discounts and how this affects sales.
With these tools you can individual price lists and Customer discounts manage efficiently and yours Order history document completely.
Practical example: This is how price list and discount management works in HubSpot
In the HubSpot CRM you create a separate one for each customer Price list as a custom field. About the Products feature you store all items with standard and graduated prices. When creating an offer, you select the appropriate products and the system automatically selects the correct prices and discounts – depending on the customer.
- Automatic discount allocation: Discounts are automatically applied via workflows depending on sales volume or customer group.
- Transparent order history: All offers, orders and invoices can be viewed directly by the customer.
- Reorders: Past orders can be reactivated with one click. Attention: HubSpot does not offer the “One-Click Reorder” feature natively. Such automated (re-)ordering processes require individual workarounds, third-party apps or a combination with a connected ERP system. A true one-click reorder function is currently not provided for in the HubSpot standard.
This way you save time, avoid errors and offer your customers professional service.
Comparison: HubSpot CRM vs. other wholesale CRM systems
| function | HubSpot CRM | Zoho CRM | Salesforce | weclap |
|---|---|---|---|---|
| Price list management | Yes, with custom properties & products | Yes, but less flexible | Yes, very extensive, but complex | Yes, especially for DACH |
| Customer discounts | Yes, via workflows & products | Yes, but limited | Yes, very detailed | Yes, easy to use |
| Order history | Yes, completely | Yes | Yes | Yes |
| GDPR compliance | Yes, EU data center from the starter tariff | Yes | Yes | Yes |
| Integration with ERP | Yes, many interfaces | Yes | Yes | Yes, especially DATEV |
| Price | from €0 (Free), starter from €20 | from 14 € | from 25 € | from 25 € |
| simplicity | Very simple, intuitive | Simply | Complex | Simply |
Conclusion: HubSpot CRM impresses with its simple operation, flexible adaptability and strong automation options – ideal for medium-sized businesses and wholesalers.
Real case study: Top Carpets and Floors digitizes sales and customer service with HubSpot CRM
The South African company Top carpets and floorsone of the largest flooring suppliers in the country, was faced with the challenge of distribution and Customer service to digitize and at the same time Customer satisfaction to increase. With the change to HubSpot CRM the company was able to improve its processes wholesale completely reposition and professionalize.
- Central management of customer information and order history for over 130 locations
- Automated lead assignment and tracking for faster response times
- Individual price lists and offers Create and send directly from the CRM
- Transparent communication between sales, service and headquarters for a better customer experience
Result: Top carpets and floors could do that Processing time for inquiries reduce by 50 percent Completion rate significantly increase and the Customer satisfaction measurably increase. The integration of price lists, discounts and order history in HubSpot ensures maximum transparency and efficiency in day-to-day business.
Step-by-step instructions: How to set up price lists and discounts in HubSpot
With HubSpot can you Price lists and Customer discounts manage easily and efficiently. This is how it works:
- Create products: Go to “Products” in the HubSpot CRM and create all items with standard prices. Store graduated prices and discounts directly with the product.
- Custom properties for price lists: Create custom fields for specific price lists or conditions per customer.
- Assign customers: Assign each customer the appropriate price list and individual discounts. This can be done manually or automatically using workflows.
- Create offers: When creating an offer, HubSpot automatically pulls the correct prices and discounts from the stored data.
- Use order history: You can find all offers, orders and invoices directly from the customer. This way you always have an overview and can trigger reorders with one click.
Advantages and Disadvantages of HubSpot CRM in Wholesale
| Advantages | Disadvantages |
|---|---|
|
|
Typical wholesale workflows with HubSpot CRM
- Quotation workflow: Create customer → Select products → Price list and discounts are drawn automatically → Send offer by email → Follow-up automated.
- Reorder workflow: Customer calls → View order history → Create offer for reorder with one click → Trigger shipping.
- Discount campaign: Marketing starts discount campaign → Workflow automatically assigns the new discount to all customers in a group → Sales sees new conditions in real time.
Use cases: This is how wholesalers benefit from HubSpot CRM
- Individual pricing: Every customer automatically receives the prices and discounts that apply to them – no more manual errors.
- Transparent customer history: Sales and service see all previous orders and can follow up specifically.
- Quick offer creation: Send individual offers based on the stored price lists and discounts with just a few clicks.
- Automated tracking: No more forgetting open offers or orders – the system reminds you automatically.
- Optimized warehousing: Thanks to integration with ERP systems, you can always keep an eye on the current inventory.
FAQ: CRM for wholesale – the most important questions
What advantages does HubSpot CRM offer specifically for wholesalers?
HubSpot CRM enables that Management of individual price lists, Customer discounts and one transparent order history. Automated workflows and intuitive operation make everyday life in wholesale easier.
Can I store different price lists per customer in HubSpot CRM?
Yes, with Custom Properties and the Products feature You can assign each customer their own price list and store individual discounts.
How does HubSpot CRM help with reordering?
The Order history shows all previous orders. With one click you can create and send offers for reorders.
Is HubSpot CRM GDPR compliant?
Yes, HubSpot offers European data centers and extensive data protection functions – ideal for data-sensitive industries in the DACH region.
Can HubSpot CRM connect to my inventory management or ERP?
Yes, HubSpot offers numerous integrations to common ERP and accounting systems such as SAP, DATEV or Lexware.
Conclusion: HubSpot CRM – The best choice for wholesale
HubSpot is the ideal solution for wholesalerthe Price lists, Customer discounts and the Order history want to manage efficiently. The platform is convincing easy operation, flexible adaptability and strong automation. Thanks to GDPR compliance and numerous integrations, HubSpot is particularly attractive for companies in the DACH region. Start now and take your wholesale business to the next level!
