Deeply rooted in vertical industries, understanding your business scenarios
Field sales in different industries have their own pain points and processes. PWM CRM provides tailored solutions for each key area, making the system truly fit the business, rather than forcing the business to adapt to the system.
Six Key Industries
Each industry comes with preset business processes, data models, report templates, and industry plugins, ready to use right out of the box.
Fast-Moving Consumer Goods Retail
All-in-one solution for Store Visits, Shelf Checks, Order Capturing, Promotion Execution, and Dealer Management.
Check out the plan →Medical & Health
Academic detailing, compliant visits, hospital coverage, representative effectiveness, full process department management.
View plan →Building Materials & Home Furnishings
Dealer Management, Project Tracking, Store Inspection, Sample Tracking, Designer Channels.
View Solution →Equipment Manufacturing
Key Account Sales, Project Follow-up, After-sales Coordination, Spare Parts Management, Bidding Management.
View Plan →Insurance & Finance
Client profiling, policy management, renewal reminders, business development support, team performance tracking.
View Plan →Modern Agriculture
Agricultural input distribution, Farmer Management, agricultural technology services, contract farming, traceability management.
View Solutions →Digital Store Visits, Visualized On-Site Execution
Field reps in the FMCG industry rush between stores every day. Shelf checks, order capturing, and promotion execution are their core tasks. PWM CRM helps companies digitize the entire on-site execution process, with AI auto-checking for display compliance so management can get real-time insights into what’s really happening in stores.
- Smart Routes & Store VisitsAutomatically plan the best visit routes by region and store level, with GPS check-ins to ensure actual arrivals
- AI Display Recognition ChecksTake photos and upload, AI automatically identifies shelf share, price tag compliance, and competitor displays, generating a report in seconds
- Real-Time Terminal Order CollectionPlace orders quickly via the mobile app, check inventory in real time, with orders automatically synced to ERP to prevent missing or wrong orders
Compliant Academic Detailing, Measurable Representative Effectiveness
Field representatives in the pharmaceutical industry face strict compliance requirements and complex management of hospital/department/doctor relationships. PWM CRM helps pharmaceutical companies achieve full-process Compliance Management for Academic Detailing, making representative visits measurable and traceable, while meeting industry regulations.
- Three-Level Hospital/Department/Doctor ManagementComplete medical institution profiles, department and doctor relationship mapping, precise targeting for Academic Detailing
- Full Record of Compliant VisitsVisit plans, execution, and summaries are fully tracked, compliance check items auto-validated, meeting industry regulatory requirements
- Academic Event ManagementFull-process management of department meetings, academic salons, and expert visits, with cost and effectiveness correlation analysis
Dual Drive of Dealers and Projects, Standardized Store Inspections
The building materials and home furnishings industry faces both dealer channels and project clients. Store inspections and sample management are key for fieldwork. PWM CRM helps companies achieve dealer tier management, full-cycle project tracking, and standardized store inspections, connecting both channels and project tracks.
- Dealer Tier ManagementIntegrated management of dealer profiles, rating, rebate policies, and inventory sales, with data supporting the survival of the fittest
- Full-Cycle Project TrackingProject reporting, bid management, contract signing, supply progress, and payment tracking, ensuring no long-term projects are lost
- Standardized Store InspectionsCustomizable inspection templates, step-by-step checks for sample displays, price tags, promotional materials, assisted by AI photo recognition
Large Client Long-cycle Sales, Project After-sales Coordination
The equipment manufacturing industry has long sales cycles, complex decision chains, and involves bidding and technical proposals. PWM CRM helps companies manage relationships with large clients, follow up on long-cycle projects, handle the bidding process, and integrate sales with after-sales coordination, improving client repeat purchases and reputation.
- Large Client Decision Chain ManagementClearly presents client org structure, key decision makers, and influence maps, with collaborative maintenance of multiple relationships
- Full Bidding Process ManagementProject leads, bidding registration, proposal creation, quotation management, analysis of wins/losses, with standardized processes
- Sales and After-sales CoordinationLinks equipment delivery, installation and commissioning, maintenance services, and spare parts sales with client records, automatically identifying opportunities for repeat purchases
Precise Client Profiling for Marketing, Never Miss a Renewal
Field agents in the insurance and finance industry need to manage a large number of clients. Renewal reminders and family protection analysis are key. PWM CRM helps agents build accurate client profiles, smartly recommend protection plans, auto-remind for policy renewals, and track team performance in real time.
- 360° Client ProfilingFamily structure, income level, existing coverage, risk preferences, social connections, AI auto-completes client profiles
- Policy & Renewal ManagementManage policy info centrally, auto reminders for renewal payments, track grace periods, avoid policy lapses and client losses
- Smart Sales SupportAI-based coverage need analysis, plan comparison, client objection handling suggestions, sales tools available anytime on mobile app
Agricultural Inputs Distributed to Farmers, Agri-Tech Services Boost Sales
Field staff in modern agriculture need to get into the fields, manage distributors and large-scale farmers, and provide agricultural technical services. PWM CRM helps businesses manage agricultural input distribution, build farmer profiles, record agri-tech services, and connect with contract farming, deeply integrating sales and services.
- Dual Management of Distributors and FarmersThree-level network management of county-level distributors, township retail points, and large-scale farmers, covering down to villages and households
- Agri-Tech Service RecordsField visits, pest and disease diagnosis, pesticide guidance, and soil testing & formula services fully recorded; services drive sales
- Contract Farming and TraceabilityIntegrated management of planting plans, purchase orders, and product traceability, helping farmers connect to markets and enhance retention
Can't find your industry? We also support customization
Besides the six major industries mentioned above, PWM CRM's plugin-based architecture can quickly adapt to more industry scenarios. Contact us to get your exclusive industry solutions.
Get Your Exclusive Plan