CRM Industry for Sales, Service, and Manufacturing

With a CRM industry solution for manufacturing, you connect sales, service, and field operations on a single central platform. We help manufacturing companies manage customer information, quotes, and service cases in a structured way.

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Everyday Sales Without & With CRM

Mark heads sales at a manufacturing company. His day-to-day involves quotes, customer inquiries, and coordination with production and service. That sounds manageable, as long as the information can be found.

In practice, every department uses its own tools and spreadsheets. Mark searches for the current status in emails, lists, and chat threads. The quote has gone out, production has confirmed, and somewhere there is still an open service case. The coffee goes cold, and the customer is waiting.

With a CRM industry solution, customer information, quotes, activities, and service cases become visible centrally. Mark gains clarity. Teams now work from a shared data foundation. His customers get reliable answers faster.

Features & Benefits

Sales projects are planned and managed in a structured way using the integrated opportunity management in Dynamics 365 CE. Activities such as emails and appointments are directly linked to the relevant opportunities. Revenue and products can be evaluated and used for phase-accurate sales forecasting.

Sales data from the ERP system flows directly into Dynamics 365 CE or Power BI. Interactive dashboards analyze revenue and sales volumes by customer, region, and purchasing structure in a targeted way.

Service and repair orders are processed directly on site. Checklists support the repair process and ensure documentation and quality in service. Spare parts and items can be ordered on the go.

Data on machines and equipment is available centrally. The digital equipment file documents changes and provides information on the current status at any time.

Revenue and sales targets can be planned specifically for product groups, customers, customer groups, and buying groups. The current status of target achievement can be viewed at any time by employee and territory.

Quotes with customer-specific terms are created directly in the CRM. Combined with automated document creation, professional quotes are generated in a consistent layout.

Visit planning is based on complete customer history. Upcoming visits are displayed clearly and can be documented directly on site via smartphone or tablet. The CRM add-on VisitPLUS specifically extends these functions.

Opportunities are automatically evaluated and prioritized. Sales forecasts are optimized based on current data. In addition, service quality can be specifically measured and continuously improved.

Machines, equipment, and devices are connected and deliver their data in real time. This information can be used specifically for predictive maintenance.



Our Industry Expertise in Manufacturing



Field service, maintenance management, and sales statistics come together on a single central platform. Data from the ERP system flows directly into Dynamics 365 CE or Power BI and can be analyzed by customer, region, and purchasing structure.

Extensions for Manufacturing

Dynamics 365
Sales

More Focus for Sales
With Dynamics 365 Sales, leads, opportunities, and quotes are managed centrally. Routine tasks run in a more structured way.

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Customer Insights
Journeys

Targeted Marketing Management
Segment target groups, plan campaigns, and automate customer journeys for structured marketing with a direct customer connection.

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Power BI

Making Data Visible
Present key figures clearly with dashboards and reports. Trends and the basis for decisions become easier to recognize.

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VisitPLUS

Plan Visits Better
Customer visits are planned and documented directly in the CRM. Appointments and outcomes remain traceable. The next step is always clear too.

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OfficeIntegration

Automatically Create Documents
Quotes, contracts, and other documents are generated directly from CRM data. Standardized templates ensure a consistent appearance.

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Your CRM Solution?

With an industry solution, you connect sales, service, and marketing on a single central platform. We would be happy to discuss which features and extensions are the right fit for your company.

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