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Description

TDF CRM makes Customer Relationship Management (CRM), easier. With over 20 years of experience in the distribution industry, TDF CRM allows distributors like yourself to have easier access to intelligence that drives growth, profitability, differentiates your company, and improves employee engagement. TDF CRM seamlessly integrates to your other enterprise systems such as ERP/accounting, phone systems and shipping systems. This integration allows you to quickly and easily access a variety of business intelligence, reports, and analytics that will allow you to analyze sales performance at multiple levels within your organization.

Description

White Cup BI, a distributor-focused business intelligence software, integrates seamlessly with your ERP system to quickly extract data. It helps you spot customer performance trends and uncovers sales opportunities.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

DDI System Yes 
Constant Contact Yes 
Distribution One Yes 
Epicor Eclipse No 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Infor CloudSuite Distribution Yes 
Infor CloudSuite Industrial Enterprise Yes 
Infor Distribution SX.e Yes 
Mailchimp Yes 
SAGE No 
Sage 100 Contractor Yes 
e-automate Yes 

Integrations

DDI System Yes 
Constant Contact No 
Distribution One No 
Epicor Eclipse Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
Infor CloudSuite Distribution No 
Infor CloudSuite Industrial Enterprise No 
Infor Distribution SX.e No 
Mailchimp No 
SAGE Yes 
Sage 100 Contractor No 
e-automate No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

White Cup

Founded

2019

Country

United States

Website

whitecupsolutions.com

Vendor Details

Company Name

White Cup

Founded

2019

Country

United States

Website

whitecupsolutions.com/white-cup-bi/

Product Features

CRM

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

Distribution

Barcoding / RFID No 
Import / Export Management No 
Inventory Management No 
Order Management No 
Purchasing No 
Returns Management No 
Sales Forecasting No 
Shipping Management No 
Warehouse Management No 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics No 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors No 
Drag & Drop No 
Drill Down Yes 
Email Reports No 
Financial Reports No 
Forecasting Yes 
Marketing Reports No 
OLAP Yes 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

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