Manufacturing CRM Feature list

 

Manufacturing CRM Feature list

 

Scenario of the Manufacturing industry & CRM for Manufacturing business

The Make in India Movement is increasing investor and consumer confidence in the manufacturing sector. With effective government reforms coming up for Manufacturing sector, manufacturing businesses can expect positive trends for the next 3 – 7 years.
The main problem faced by the sector is decreased productivity and cost control. While the responsibility of operational efficiency & cost control purely lies with technical teams, the onus to increase and manage the customer base lies on the sales team.  Keeping up regularly with a variety of clients or leads is a big task. To provide relief to sales team, manufacturing companies in UK, USA, Hong Kong, Singapore, Australia and many more countries are opting for Manufacturing CRMs to increase their sales productivity.

A  Manufacturing CRM automates all the repetitive sales tasks, allowing sales reps to concentrate on core selling activities. It saves time and effort.

A Manufacturing CRM helps sales reps to monitor their sales targets, review the sales funnel and make regular follow ups. As we move towards 2020, the positive impact of technology on pre & post sales functions is escalating. Manufacturing CRM is just another example, helping businesses perform better.

 

Booklet on 100 Plus Features of Manufacturing CRM

Download Booklet on 100 Plus Features of Manufacturing CRM

 

Modules of Manufacturing CRM:

1.  Sales Target Module

This module helps you:

Set, track and monitor sales targets for your manufacturing business and sales people respectively.

Keep a close watch on your revenue growth.

Observe & manage the sales performance of your business and sales teams.

 

2. Lead Management Module

This module lets you:

Add numerous leads.

See the status of each lead follow-up & prioritize leads to close more consignments faster.

Group and assign leads as per your choice.

Predict your business growth with sales forecasts.

 

3. Follow-up Modules: Call, Email, SMS & Meeting Module

These modules help you:

Exercise follow-ups from a centralized station to make calls, send emails & sms and line-up meetings with leads.

Pre-arrange follow-up calls, emails, sms & meetings with prospective customers.

Organize reminders for follow-ups, calls and meetings.

 

4. Quotation Management Module

This module lets you:

Create and send several quotations efficiently.

Stay informed about the quotation status, add deal closure dates & save multiple versions.

Sales people can share quotations with other members in the CRM.

Send out quotations to higher authorities of your enterprise for quotation approvals.

 

5. Client Module

This module lets you:

Collaborate contact details of clients.

Allot, categorize and easily reach-out to your clients via calls, emails and sms.

 

6. Products Module

– Add & manage numerous products.

– Specify their dimensions, selling prices & additional taxes.

– Monitor their sales performance in real time.

 

7. Calendar Module

This module lets you:

Keep a record of all the tasks within a calendar.

Demarcate important dates regarding your enterprise, employees, clients & prospective customers.

 

8. Contacts Module

This module lets you:

Compile, modify and remove client contact details.

Take note of important dates regarding products sold.

Automate payment reminders.

 

9. Import Data Module

This module lets you:

Import your current data comprising contact details of clients, contacts & basic information of products you manufacture, etc.

Get details about the data imported.  

Prevent data replication.

 

10. Announcement Module

This module lets you:

Devise and automate announcements internally to the people within your company and CRM system.

 

11. Company Module

This module lets you:

Add and administer your company & branch details; store and view basic contact details.

Add, modify and delete employees’ contact details & designations as per the departments.  

 

12. Tags Module

This module lets you:

Prepare & customize tags.

 

13. Tasks Module

This module lets you:

Type-in multiple tasks with descriptions.

See the completion status, priority and end date of all the tasks.

 

14. Pending Data Module

This module lets you:

Stay aware about the half-baked data in your system throughout all the leads, clients and contacts.

 

15. Newsletter Greeting Module

This module lets you:

Dispatch bulk emails to clients and leads.

Relay email marketing campaigns. 


 

16. Birthday & Anniversary Module

This module lets you:

Wish Clients via emails & sms.

Set reminders for the same.

 

17. Reports Module

This module lets you:

Stay informed about your business with real-time insights of your business.

 

18. User Module

This module lets you:

Introduce new users in the CRM system.

Specify and know user / employee titles & roles.

Control access to various CRM modules.

Also, group users according to their departments, branches & designations.

 

Conclusion:

This was a comprehensive list of Manufacturing CRM. To know more about Manufacturing CRM get a demo here!

You can read more interesting stuff on Manufacturing CRM here.

Resources & Sign up:


Manufacturing Industry CRM Top 15 Features

Download Booklet on Manufacturing Industry CRM Top 15 Features

Manufacturing CRM Buying Checklist

Download Manufacturing CRM Buying Checklist

Manufacturing Industry CRM Buyers Guide

Download Manufacturing CRM Buyers Guide

Infographic on Features & Functionalities of Manufacturing CRM

Download Infographic on Features & Functionalities of Manufacturing CRM

Factsheet on CRM for Manufacturing Business

Download Factsheet on CRM for Manufacturing Business

Booklet on Manufacturing CRM for Sales Target Management

Download Booklet on Manufacturing CRM for Sales Target Management

Manufacturing CRM for Lead Management

Download Booklet on Manufacturing CRM for Lead Management

10 Benefits of Using a Manufacturing CRM

Download Booklet 10 Benefits of Using a Manufacturing CRM

5 Key CRM Reports for Manufacturing Business

Download 5 Key CRM Reports for Manufacturing Business

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