We have some 20 years’ experience in providing CRM software for manufacturing. Because it’s a sector we understand, we are well placed to help manufacturing organisations to get significant benefit from their investment in CRM technology.
With digital transformation high on the agenda, and a continual focus on faster, more efficient production, we help manufacturers to harness the power of CRM technology to support their business goals.
Working with Microsoft Dynamics 365, our approach to CRM in manufacturing focuses on accurate pipelines, improved visibility of your customers and enhanced joined-up operational performance.
- CRM for sales – accounts teams can schedule customer contacts, and management have a clear view of what is happening with each account. Bids and proposals can be centrally stored, with all departments including sales being able to view and edit the latest version. Detailed management reports can be created to improve visibility, leading to enhanced performance. We offer a fast-track CRM for sales implementation service which may be helpful to you.
- CRM for marketing – marketing activity can be tailored to the needs of each client or client group and used for both business development and service. Leads from your marketing activity can be captured and followed up. New sales opportunities can be highlighted and interrogated. Newsletters can be sent directly from the system. Reports can be created to show the impact of marketing activity, allowing you to understand what works best for your organisation.
- CRM for service – CRM can help you deliver excellent after-sales care and continued operational performance against your SLAs. Customer service issues can be logged and managed more effectively, and data relating to any warranty, repair or service issues can be utilised. Appropriate levels of information about the account can be made available to all relevant staff, so people have the information they need, when they need it, to better serve the customer.
Operationally, Business Central or other ERP systems can help manage stock and inventory but can be integrated to CRM to give your operators a 360 degree view of your customers.
Integration with existing systems
We have particular expertise in integrating Dynamics 365 with existing business systems. Our technology experts will help you create a single customer view by ensuring all relevant systems work together. This makes it easier to track customer data and customer interactions, and reduces silo working which can lead to inefficiency and poor customer experience.
All too often, the features and benefits of a CRM system go unused because staff go back to their old, familiar ways of working. What we do is prevent this by working alongside clients to ensure their CRM solution is intuitive and easy-to-use. We us a ‘keep it small, keep it simple’ approach to implementation so that users are eased onto the system and start to reap the rewards, leaving other teams hungry to get involved. Simple, straight-forward dashboards which are tailored to the priorities of your organisation are vital, alongside improved processes and procedures for everyday, time-consuming tasks. Often our Dynamics 365 Dashboards and Views workshop is all that’s needed. This, coupled with high quality CRM training, makes all the difference to the impact of CRM in manufacturing environments.
Why CRM for manufacturing
The flow of data needs to run from front office to back office. Sales need to know if finance have put an account on hold, if a business hasn’t purchased in a while when it usually would so they can keep current, and sales need to know if they can fulfill stock using a view to an ERP system. This is about the teams working in unison to ensure the customer journey is as smooth as it can be whilst ensuring that the right orders and focus is given to the right accounts, at the right time.