The wholesale industry is under pressure. Customers expect fast service, accurate information, and personal follow-up. Internally, there’s a growing need for better collaboration between sales, back office, and logistics. CRM software for wholesale helps you manage customer relationships in a structured way, accelerate sales processes, and improve commercial insights. The result? More efficiency, more customer focus, and more growth.

What is CRM for wholesale?

CRM (Customer Relationship Management) for wholesale businesses is software that centralizes customer data, sales opportunities, communication, and aftersales processes in a single platform. From first contact to repeat purchase, you’ll always have a complete view of each customer. Pricing agreements, order history, open quotes, or service tickets? Everything is directly accessible to your teams.

A modern CRM system forms the backbone of your commercial operations.

Benefits of CRM software for wholesale

Complete customer insight


All customer data in one place: contacts, purchase history, agreements, pricing, and communication. This helps every team member deliver a more personalized experience.

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1 @inherits Dynamicweb.Rendering.ViewModelTemplate<Dynamicweb.Frontend.ParagraphViewModel> 2 @using System.IO 3 4 @functions 5 { 6 private string RenderCustomCSS(IEnumerable<string> decorations) 7 { 8 var cssClasses = new List<string>(); 9 10 foreach (var itemId in decorations) 11 { 12 var item = Dynamicweb.Content.Services.Items.GetItem("Swift_Css", itemId); 13 item.TryGetValue("Class", out object classes); 14 15 if (classes is null) 16 { 17 continue; 18 } 19 20 var cssString = (string)classes; 21 22 if (cssString.StartsWith("[")) 23 { 24 var cssArray = Dynamicweb.Core.Converter.Deserialize<string[]>(cssString); 25 cssClasses.AddRange(cssArray); 26 } 27 else 28 { 29 cssClasses.Add(cssString.Replace(",", " ")); 30 } 31 } 32 33 return string.Join(" ", cssClasses).Trim(); 34 } 35 } 36 37 @{ 38 string layout = Model.Item.GetRawValueString("Layout", "icon-top"); 39 string contentPadding = Model.Item.GetRawValueString("ContentPadding", string.Empty); 40 contentPadding = contentPadding == "none" ? "" : contentPadding; 41 contentPadding = contentPadding == "small" ? "p-3 p-md-3" : contentPadding; 42 contentPadding = contentPadding == "large" ? "p-5 p-md-5" : contentPadding; 43 string theme = !string.IsNullOrWhiteSpace(Model.Item.GetRawValueString("Theme")) ? " theme " + Model.Item.GetRawValueString("Theme").Replace(" ", "").Trim().ToLower() : string.Empty; 44 var decorations = Model.Item?.GetList("CssDecorations")?.GetRawValue().OfType<string>() ?? Enumerable.Empty<string>(); 45 string css = RenderCustomCSS(decorations); 46 47 string target = Pageview.AreaSettings.GetBoolean("OpenLinksInNewTab") && Model.Item.GetString("Link").Contains("http") ? "target=\"_blank\"" : string.Empty; 48 string rel = Pageview.AreaSettings.GetBoolean("OpenLinksInNewTab") && Model.Item.GetString("Link").Contains("http") ? "rel=\"noopener\"" : string.Empty; 49 string alignment = (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) && !string.IsNullOrEmpty(Model.Item.GetString("Text")) ? "align-items-stretch" : "align-items-center"; 50 51 string iconColor = Model.Item.GetString("iconColor", "text-inherit"); 52 string iconOpacity = Model.Item.GetString("IconOpacity", "opacity-100"); 53 54 string iconSize = Model.Item.GetRawValueString("IconSize", "2"); 55 string imageSrc = !string.IsNullOrEmpty(Model.Item.GetString("Image")) ? Model.Item.GetFile("Image").Path : string.Empty; 56 string flexGrowClass = string.Empty; 57 58 switch (layout) 59 { 60 case "icon-left": 61 case "icon-right": 62 flexGrowClass = "flex-grow-0"; 63 break; 64 } 65 66 string imagePath = imageSrc != string.Empty ? imageSrc : Model.Item.GetRawValueString("Icon", string.Empty); 67 imagePath = Path.GetExtension(imagePath).ToLower() != ".svg" ? 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width: @(iconSize)px;">@ReadFile(imagePath)</div> 97 } 98 else 99 { 100 <img loading="lazy" src="@imagePath" alt="@imgAltText" title="@Model.Item.GetString("Title")" style="height: @(iconSize)px; width: @(iconSize)px;"> 101 } 102 </div> 103 } 104 105 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle") || !string.IsNullOrEmpty(Model.Item.GetString("Text"))) 106 { 107 <div class="mb-0-last-child"> 108 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) 109 { 110 @headingLevelStart 111 @Model.Item.GetString("Title") 112 @headingLevelStop 113 } 114 115 @if (!string.IsNullOrEmpty(Model.Item.GetString("Text"))) 116 { 117 <p class="@textColor @textOpacity m-0">@Model.Item.GetString("Text")</p> 118 } 119 </div> 120 } 121 </div> 122 break; 123 case "icon-left": 124 <div class="d-flex flex-row gap-3 h-100 text-start @alignment"> 125 @if (!string.IsNullOrEmpty(Model.Item.GetString("Image")) || !imagePath.ToLower().Contains("none") && imagePath != string.Empty) 126 {<div class="@flexGrowClass"> 127 @if (Path.GetExtension(imagePath).ToLower() == ".svg") 128 { 129 <div class="icon-auto @iconColor @iconOpacity" style="height: @(iconSize)px; width: @(iconSize)px;">@ReadFile(imagePath)</div> 130 } 131 else 132 { 133 <img loading="lazy" src="@imagePath" alt="@imgAltText" title="@Model.Item.GetString("Title")" style="height: @(iconSize)px; width: @(iconSize)px;"> 134 } 135 </div> 136 } 137 138 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle") || !string.IsNullOrEmpty(Model.Item.GetString("Text"))) 139 { 140 <div class="d-flex flex-column flex-grow-1"> 141 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) 142 { 143 @headingLevelStart 144 @Model.Item.GetString("Title") 145 @headingLevelStop 146 } 147 148 @if (!string.IsNullOrEmpty(Model.Item.GetString("Text"))) 149 { 150 <p class="@textColor @textOpacity m-0">@Model.Item.GetString("Text")</p> 151 } 152 </div> 153 } 154 155 </div> 156 break; 157 case "icon-right": 158 <div class="d-flex flex-row gap-3 h-100 text-end @alignment"> 159 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle") || !string.IsNullOrEmpty(Model.Item.GetString("Text"))) 160 { 161 <div class="d-flex flex-column flex-grow-1"> 162 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) 163 { 164 @headingLevelStart 165 @Model.Item.GetString("Title") 166 @headingLevelStop 167 } 168 169 @if (!string.IsNullOrEmpty(Model.Item.GetString("Text"))) 170 { 171 <p class="@textColor @textOpacity m-0">@Model.Item.GetString("Text")</p> 172 } 173 </div> 174 } 175 176 @if (!string.IsNullOrEmpty(Model.Item.GetString("Image")) || !imagePath.ToLower().Contains("none") && imagePath != string.Empty) 177 {<div class="@flexGrowClass"> 178 @if (Path.GetExtension(imagePath).ToLower() == ".svg") 179 { 180 <div class="icon-auto @iconColor @iconOpacity" style="height: @(iconSize)px; width: @(iconSize)px;">@ReadFile(imagePath)</div> 181 } 182 else 183 { 184 <img loading="lazy" src="@imagePath" alt="@imgAltText" title="@Model.Item.GetString("Title")" style="height: @(iconSize)px; width: @(iconSize)px;"> 185 } 186 </div> 187 } 188 </div> 189 break; 190 } 191 192 @if (!string.IsNullOrEmpty(Model.Item.GetString("Link"))) 193 { 194 @:</a> 195 } 196 </div> 197

Improved interdepartmental collaboration


Sales, admin, and logistics all work with the same data. That means less duplication, smoother workflows, and fewer errors.

Smart follow-up of leads and clients


Automate reminders, follow-ups, and notifications. Never miss out on a sales opportunity again.

Segmentation and targeted campaigns


Segment customers based on revenue, region, or products, and run more targeted marketing actions than ever.

Insights into performance and customer behavior


Dashboards and reports offer real-time insights into sales goals, conversion rates, and customer value.

Dynamics 365 as the CRM solution for your wholesale business?

Microsoft Dynamics 365 is more than just CRM. It’s a modular platform that seamlessly integrates CRM, sales, marketing, service, and operations. For wholesale companies, this means: one platform for both customer management and business operations.

Link sales to inventory, orders to customer service, and marketing to actionable data—all in real time. With everything centralized in one system, you’ll work faster, make better decisions, and meet today’s and tomorrow’s expectations.

Find the ideal CRM products for you

High-quality collaboration

Case study: GEN-I Sonce

As demand for solar maintenance grew, GEN-I Sonce implemented Microsoft Dynamics 365 Field Service to better manage operations and reduce the workload of key staff. The solution replaces a patchwork of tools and ensures more efficient planning, execution, and follow-up of maintenance tasks. Implemented by 9altitudes, the system integrates seamlessly with GEN-I’s existing infrastructure and supports future growth. With improved workflows and satisfied users, GEN-I Sonce can now focus on scaling its sustainable energy mission.

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9altitudes as CRM partner

Why choose 9altitudes as your software partner?

9altitudes is a European digital partner that automates, optimizes, and continuously improves business processes end-to-end. We help manufacturing, supply chain, and service companies reach new heights by leveraging Microsoft, PTC, and Tulip software combined with our own industry-specific solutions.

With team members from 9 different countries, our team consists of 750 exceptionally talented experts. Our high-end consultants are relentless in their pursuit of innovation, dedicated to creating exceptional customer experiences and delivering impactful solutions.

Choosing a CRM solution specific to your industry offers countless benefits. A solid foundation is key in this process. At 9altitudes, we combine the best of both worlds: we integrate proven platforms such as Microsoft Dynamics 365 Customer Service, Field Service, Sales and Customer Insights with best practices from your industry.

Pricing: What to expect for your business?

Our job is to simplify your journey to the summit, ensuring a smoother climb to new heights where you continuously feel safeguarded and in control. That's exactly why we've made it possible for you to obtain a high-level budget estimation already.

How? By completing this guiding questionnaire, we can estimate the project implementation investment and the monthly Microsoft license estimate, based on our experience in implementing many projects like the one you envision.

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Digital business transformation is what we do. Making sure organizations are ready to deliver for the end customer of today and those of tomorrow. Thanks to our industry expertise, we are able to combine speed and quality into your digital transformation journey.