CRM Manufacturing Sales, Service & Field Operations

A CRM solution for industry and manufacturing brings sales, service, and field operations together on one platform. We help manufacturing companies manage customer data, quotes, and service activities across teams.

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A Day in Sales: Before & After CRM

Mark leads the sales team at a manufacturing company. His day is filled with customer inquiries, quotes, and coordination with production and service teams. Keeping everything moving should be straightforward. Finding the latest information is quite difficult.

Each department works with different tools and spreadsheets. Mark spends his time searching emails, checking lists, and following up on messages. The quote has been sent, production has confirmed the order, but a service issue is still unresolved. Meanwhile, his coffee goes cold and the customer is waiting for an answer.

With a CRM solution for industry and manufacturing, Mark and his colleagues have access to customer information, quotes, activities, and service cases in one place. Everyone works with the same up-to-date information, making collaboration easier and customer responses faster.

Features & Benefits

Sales projects are managed through opportunity management in Dynamics 365 CE. Emails, meetings, and other activities are linked to the relevant opportunities. Revenue and product data provide insights into sales performance and support forecasts at each stage of the sales process.

Sales data from the ERP system is integrated into Dynamics 365 CE or Power BI. Interactive dashboards provide insights into revenue and sales volumes by customer, region, and purchasing structure.

Service and repair orders can be handled directly on site. Checklists guide technicians through repairs and help maintain consistent service quality and documentation. Spare parts and other items can be ordered while on the move.

Machine and equipment data is stored centrally. A digital equipment record tracks changes and provides up-to-date information on the condition and service history of each asset.

Revenue and sales targets can be defined for specific product groups, customers, customer segments, and buying groups. Progress towards these targets can be tracked by sales representative and territory.

Quotes with customer-specific pricing and terms can be created directly in the CRM. Automated document generation ensures a consistent, professional layout.

Customer visit planning draws on the full customer history. Upcoming visits are easy to track, while visit details can be documented on site using a smartphone or tablet. Our CRM add-on VisitPLUS provides additional features for visit planning and documentation.

AI helps evaluate and prioritize sales opportunities based on available data. It also improves sales forecasting and provides insights into service performance, helping teams identify areas for improvement.

Connected machines and equipment provide real-time data that can be used to monitor operating conditions and support predictive maintenance.

Our Expertise in Industry & Manufacturing

Customer Success Story

In an Industry and Manufacturing enterprise field service, maintenance management, and sales analytics are connected through Dynamics 365 CE. ERP data is integrated into Dynamics 365 CE or Power BI, allowing teams to analyze performance by customer, region, and purchasing structure.

Solutions for Industry & Manufacturing

Dynamics 365
Sales

Keep Sales Moving
Customer information and sales opportunities are managed in one place with Dynamics 365 Sales. A structured sales process reduces manual work and gives sales teams more time to focus on customers.

Customer Insights
Journeys

Targeted Marketing Engagement
With this solution, marketing teams can manage customer segments and campaigns in one place. Automated customer journeys enable personalized communication based on customer interests and interactions.

Power BI

Data-Driven Insights
Interactive dashboards and reports make business data easier to understand.
Trends become more visible, giving teams a reliable basis for informed decisions.

VisitPLUS

Customer Visit Management
Customer visits can be planned and documented directly in the CRM. Appointment details and visit outcomes are recorded in one place, making follow-up activities easier to coordinate.

OfficeIntegration

Automated Document Generation
Business documents can be generated directly from CRM data, including customer-specific quotes and contracts. Standardized templates reduce manual work and ensure a consistent, professional appearance.