Manufacturing CRM

 Effective Supplier and Customer Management, Tracking Sales Performance and Service Efficiencies

Clients and suppliers want slicker, quicker and more client focused service.  Meeting these demands requires the ability to make quick decisions based on your actual business data. 

Caltech is working with manufacturing clients enabling them to build the success of manufacturing, construction and service.

Our Caltech manufacturing CRM solution has considerable tailoring so it will work better the way that you do – to get more from your software.

Links to your ERP/MRP systems

Caltech’s manufacturing system

• Visible business and customer information
• Service desk efficiencies
• Track sales performance
• Shorten the sales cycle
• Supplier management
• Ensuring your investment works

Expectations from clients and suppliers to be quicker, slicker and more client focused are essential for manufacturing clients.  It’s all about providing the right solution, at the right time, cost and quality, together with responding quickly to the ever changing customer needs and standards.  Meeting these demands requires the ability to make quick decisions based on your actual business data.

This is where xRM can help.  xRM is extended relationship management; and it works.  Significantly helping build the success of manufacturing, construction and service organisations. 

Eight to elevate success

• Visible customer information : with all your customer information in one place the organisation can start to exploit cross sell, up sell and after sales opportunities.  Each customer record will be linked to the relevant service contract, warranty information and other documentation that will help you to maximise your sales potential and help to retain your customer base.  Connecting processes across your teams, sales, marketing and service will increase efficiency.
• Service maximization : this is a key profit target for the manufacturing industry.  Track the customers that are eligible for service and set dates for scheduled maintenance using one calendar for the whole organisation.  Field staff will be able to include notes on their service calls giving intelligence to the desk based staff which will improve customer experience and again customer retention.  CRM gives easy to use tools that can manage and schedule maintenance, support and repairs.
• Track your sales performance : by allowing sales people to track their opportunities and monitor success.  Every business needs to have the capability to react quickly to the changing environment and CRM will help to increase service levels and profitability by tracking warranty information and the lifetime of the equipment.
• Business Information : using CRM will give you essential information allowing easily generated reports that will display who your most profitable customers are, which products or services are generating the most profit and give you the ability to manage inventory availability and production schedules.  CRM functionality can be mapped to lean and just in time inventory strategies.
• Quote quickly and shorten the sales cycle : CRM will give your organisation the capability to quote within minutes, without error, and then track the opportunity though the system.  It will never be forgotten and will be pushed through much more quickly.
• Supplier Management – CRM can assist in tracking and providing reports about suppliers to ensure they are delivering to time, cost and quality and will aid in building a closer relationship.
• Integrate – think about integrating CRM with other business critical or legacy systems to maximise the investment.
• Ensuring your investment works : CRM works as an extension to Microsoft Outlook which aids end user engagement.

xRM gives manufacturing, construction and service industries the capability to quickly gain insight into their organisation about customer trends and service delivery, and can help to shape their organisation going forward by responding to the changing demands of products and services.  It will also enhance and get more from their customer base by ensuring everyone has the right information at the right time.

As manufacturing organisations continue to strive to increase turnover and fight to reduce costs for serving customers, they look towards solutions that will support sales and service making life easier.  CRM provides a cost effective solution. 

To see our Microsoft CRM solution, contact George@caltech.co.uk

Registered Address : Caltech IT Ltd, Unit 66, Annexe 4, Batley Business Park, Grange Road, Batley. West Yorkshire. WF17 6ER Registered in England Company Number 03701887