Multiple Sales Pipelines for distribution
Multiple Sales Pipelines is a native CRMconnect module that provides total flexibility in configuring and tracking several commercial processes simultaneously, each with its own stages, rules, and KPIs-essential for companies managing diverse business units or sales channels. In distribution, orders arrive on three channels at once - field reps, the B2B portal and retail chain EDI - and the margin is lost re-keying the same data. The module runs on top of the ERP you already use, and the field sales, commercial back-office and logistics teams work on the same data, in real time.
Multiple Sales Pipelines for distribution
Start free, with a real flow from your distribution company, and decide once you see the result.
Why multiple sales pipelines matters in distribution
In distribution, orders arrive on three channels at once - field reps, the B2B portal and retail chain EDI - and the margin is lost re-keying the same data. Configure and track multiple commercial processes simultaneously, each with its own custom stages. The result you are after is not "one more system", it is the time from order to invoice and the number of orders processed per person per day.
- Orders received via WhatsApp and manually re-entered into the ERP
- Field agents lacking visibility on real-time stock and credit limits
- EDI orders from major retailers processed manually via Excel
- Inconsistent discounting across agents without centralized control
What you actually get
The module capabilities, applied to the commercial flow of a distribution company:
- **Custom workflows** for every business line, whether it is retail, wholesale, or B2B.
- **Compare performance** across different pipelines within a single, unified dashboard.
- **Avoid rigid structures** by not forcing every sale type into the same set of stages.
- **Total agility** to add or modify a pipeline without affecting other active workflows.
How it works
Each pipeline is configured independently with its own stages, custom fields, and approval rules. Opportunities are automatically allocated to the correct pipeline based on client type, acquisition channel, or product category.
On top of the ERP you already have
CRMconnect does not replace your ERP. It connects over API and syncs master data, prices, stock, balances and documents, so the accounting ledger stays where it is while the commercial teams work in an interface built for selling, not for bookkeeping.
What you get beyond an isolated module
The module is not a separate app connected through files. It runs on the same platform, with the same master data, the same access rights and the same audit trail as every other CRMconnect module.
Native module, not a connector
Every module, solution and feature in CRMconnect is native. No third-party licences and no integrator needed to move data between systems.
One master data set
Partners, products, prices and the org structure are shared across modules. A change made in one department is instantly visible in the others.
Coexists with your ERP
CRMconnect does not replace the ERP: it sits on top as an operations layer and syncs documents both ways. The accounting ledger stays where it is today.
Fiscal documents and e-invoicing
Invoicing, e-Factura and e-Transport are native, and bank reconciliation maps entries to the chart of accounts before the export to your ERP.
Roles, rights and audit
Every action has an author and a timestamp. Rights are granted per role and per department, and the audit log can be filtered and exported for internal controls.
Mobile and Arvis AI
The same data is available in the field on mobile, and Arvis AI answers questions and builds dashboards straight from a prompt.
How the module reaches production, step by step
You don't start with a six-month project. You start with a free account on your own data, then roll out department by department. Implementation is priced by team size, number of departments, imported data volume and workflow complexity.
- 1Free account and structure setup: users, roles, access rights.
- 2Data import: partners, products, prices and history, from Excel or straight from the ERP.
- 3Workflow configuration: stages, approvals, notifications and owners per step.
- 4Connection to your existing ERP so documents flow both ways.
- 5Role-based training and a pilot with a small team, in parallel with the current process.
- 6Go-live for the whole department, with reports and alerts active from day one.
Frequently asked questions
- Is Multiple Sales Pipelines a good fit for a distribution company?
- Yes. The module is part of the standard CRMconnect catalogue and is configured for the specific flow in distribution: fields, roles, approval rules and reports. It is not a separate product edition, it is the same platform configured for your context.
- Do we have to change our ERP to use the module?
- No. Integration runs over API with your existing ERP. Invoicing, e-Invoicing and reconciliation can run in CRMconnect, while the final records stay in sync with the ERP.
- How many sales pipelines can I run simultaneously?
- There is no platform-imposed limit-you can configure as many distinct workflows as your business model requires.
- Can I compare results between different pipelines?
- Yes, the reporting suite aggregates and segments data by pipeline, allowing for direct performance comparison and cross-channel analysis.
Questions about the platform and implementation
- Do I have to drop my current ERP to use the module?
- No. CRMconnect runs as an operations layer on top of your ERP: it exchanges documents through integration while accounting stays in the ERP. It can also run standalone if you don't have an ERP yet.
- Are the modules native or integrated third-party apps?
- Every CRMconnect module and feature is native, built inside the same platform. No separate licences, no middlemen, no file-based syncing between vendors.
- How long until the module is live?
- The free account starts immediately, and a department is usually live within a few weeks, depending on imported data volume and workflow complexity.
- How is the implementation cost calculated?
- By team size, number of activated departments, imported data volume and the complexity of the workflows and integrations required. The monthly subscription is separate from the one-off implementation fee.
- Where is the data hosted and who can access it?
- Each customer runs on single-tenant pods in AWS or Azure with auto-scaling. Access is controlled per role and department, and every action stays in the audit log.
Keep reading
See multiple sales pipelines on your own data
Start free, with a real flow from your distribution company, and decide once you see the result.