SalesBabu Business Solutions Pvt. Ltd. , INDIA ·
6 Steps for A Successful Distributor Management System Implementation

6 Steps for A Successful Distributor Management System Implementation

What is Distribution Management System Implementation

A Distribution Management System is also often known as DMS which refers to the process of supervision of the entire and whole supply chain including but not limited to supply management, orders processing, inventory tracking, warehousing,  packaging, and other logistics.

At its core, DMS can also help to integrate all these processes and stages into a single software, thereby enabling the business to function in a well-organized manner. 

However, only when the Distributor Management System (DMS) is implemented efficiently, can it truly help in the improvement of the organization’s profitability.

So, what is the actual process for ideal and more importantly successful Distributor Management System (DMS) implementation? Well, that is precisely what we are about to find out!

Read More – What is a Distribution Management System?

SalesBabu Facebook

Step 1 : Clearing Up of the Master Information

Before the process of Distribution Management System implementation starts, a company needs to check its master information for any redundant information, which can often be found in the form of inactive SKUs and parties that the company is no longer in business and in touch with! 

Only when there is no such futile data in the systems can the new (DMS) Distributor Management System properly take effect!

Step 2 : Enterprise Resource Planning- Integration

This can be easily termed as one of the most significant processes and stages of Distribution Management System implementation. 

While Enterprise Resource Planning integration with the DMS process might seem cumbersome to start with, it is quintessential to the compliance of (DMS )Distributor Management System, as it allows the much-needed access to significant information including but not limited to – primary orders, primary sales, new client creation and new vendor creation.

Read More – Right Approach To Distribution Management Software (DMS)

Step 3 : Create your Company’s Invoice Template

Standardizing your company’s invoice template will enable you to save very precious time by dispatching out system-generated invoices, while also removing any room for any error. 

Moreover, it will also help your company to keep a track of the invoicing systems that your distributors are actual following. 

Step 4 : Encouraging Distributors 

It is now time for your company to offer some incentives to distributors as an encouragement booster, this is one of the ways to encourage them to use the Distributor Management System platform. 

Right from encouraging you to adopt new digital technological behaviors to promptly setting distributor claims, and even embracing future technologies, this process will make it all easy and approachable for your company.

Encouraging Distributors

Read More- Importance of Sales Tracking Software For Your Business Growth

Step 5 : Reward Compliance

Driving pattern change amongst the distributors is not at all an easy task and requires a much strategic approach. 

While there shall be a few and some distributors who will happily dial the boat with your company, most will resist but some will not. An easy path to get them on board is by creating a planning and plotting  to reward distributors who choose DMS compliance.

Step 6 : Ensure Post-Implementation Upkeep

While the process of installation of Distributor Management System in itself sits well with companies, it is one of  the post-installation upkeep that many companies struggle with. 

That said, with the help of a reliable client support team and department from the Distributor Management System (DMS)  provider’s step, it will become rather convenient to follow the below-mentioned tips.

Read More – Tips For Choosing The Best Distributor Management System

  • Data Entry of Goods and Related Aspects-

As important as it is to clean any old and redundant information, it is equally very much important to always update the software with the complete information pertaining to each and every product, warehouse,  distributor, and so on. This ensures easy and quick access to these important details, while also enabling mechanization and customization order processing. Moreover, it brings the entire process and stages  to an optimal speed, which can not be possible if the requisite information is absent from the system.

Read More – Lead Management Software System

  • Automation and Mechanization of Order Processing –

While it sometimes seems time-consuming at the very beginning,  once all the requisite details and data have been entered into the system it becomes much more convenient to automate the entire process and stages right from getting orders to confirming them, from creating delivery challan to applying for generating and promoting  invoices. Needless to say, this helps in saving a significant amount of resources and time which may be rather invested in adding value to the client’s bottom line. 

  • Collaboration of Accounting Systems with the Distributor Management System (DMS)-

Keeping a track of the payment to be received from retailers, credit history, credit limit, and other minute details and information can become so much easier as ABC, simply by collaborating with the existing accounting system with the Distributor Management System (DMS). This will not only help to ensure that all the payments are received in full by a specific date but also encourages and motivates retailers to make timely payments.

We hope that you now understand  all about the steps and process leading to the successful implementation of the Distributor Management System (DMS). If your company too have been on the lookout for just the perfect Distributor Management System solution for your company, make sure you get in touch with our experts at SalesBabu CRM  right away and request a Demo!

Read More- Top Challenges in CRM Solution Implementation

Post Implementation upskill

Distributor Management System Implementation FAQs

What are the significant challenges in Distributor Management System (DMS) adoption?

It has been seen that Distributor Management System i.e DMS often faces very strong resistance from distributors all across the board, especially those who are either linked to small companies or work in very remote geographical areas. Some of the major challenges faced in the adoption of a Distributor Management system from the distributors’ side include – 

  • Lack of Skilled Resources
  • Malpractices and Manipulations Exist
  • Unease with Technology
  • Multi-brand Distributors

What are the noteworthy features of SalesBabu CRM Distributor Management System?

Some of the prominent aspects of the SalesBabu CRM Distributor Management System are as follows –

  1. Order Management
  2. Area-Wise Sales Management
  3. E-Catalogue
  4. Payment Processing
  5. Supply Chain Planning
  6. Dealer Requirement Monitoring
  7. Effective Network Management
  8. Transparent Communication
  9. Timely Reports
  10. Automated Ordering System
SalesBabu Linledin


SalesBabu CRM  is always here to help. Whether your company is  thinking of expanding the  company with a Distributor Management System  or wanting to create a better management system, request a SalesBabu CRM  demo to see how our  SaleBabu CRM software can help you to achieve your goals in very less time.

Free Demo