Capture leads from multiple sources such as trade shows, digital marketing, dealer networks, and website inquiries. Use lead scoring to prioritize leads based on industry, need, and engagement level.

Segment customers by industry (e.g., automotive, aerospace, consumer goods), production volume, geography, and purchasing history, enabling tailored communication and targeted campaigns.

Maintain detailed profiles for key accounts, such as OEMs, distributors, or large industrial buyers, consolidating interaction history, purchasing trends, and ongoing projects for effective engagement.

Use CRM to manage sales opportunities at every stage—from initial inquiry to quotation, contract negotiation, and order finalization—ensuring alignment with sales goals.

Automate the generation of quotes and proposals, factoring in product configurations, quantities, and pricing structures, to streamline sales cycles.

Use CRM data to generate accurate sales forecasts based on current pipeline, historical sales, and market trends, ensuring alignment between sales and production planning.

Automate order intake from multiple channels, consolidating them in CRM for visibility across departments such as production, procurement, and finance.

Manage custom order requirements, including technical specifications, materials, and design changes, ensuring clear communication between sales, engineering, and production.

Integrate CRM with ERP and Manufacturing Execution Systems (MES) to align customer orders with production schedules, ensuring on-time delivery.

Track distributor performance metrics, such as sales volume, order accuracy, and customer satisfaction, to ensure alignment with the overall business objectives.

Manage distributor and partner incentives, including volume rebates, sales promotions, and loyalty rewards, using CRM to automate calculations and improve transparency.

Track training and certifications required for distributors and partners, ensuring they are well-equipped to represent the product and meet compliance requirements.

Track warranty periods and service contracts, automating alerts for renewals, extensions, or post-warranty support.

Maintain records of installed equipment and track spare part requirements, ensuring the availability of critical parts for customers when needed.

Schedule and track after-sales service activities, such as preventive maintenance and on-site repairs, optimizing technician assignments and ensuring SLA compliance.

Automate post-delivery satisfaction surveys to capture feedback on product quality, delivery performance, and customer service, enabling continuous improvement.

Track customer complaints and product issues, managing root cause analysis, corrective actions, and communication with the customer until resolution.

Use CRM to track quality metrics such as defect rate, returns, and customer complaints, providing insights into product performance and areas for quality improvement.

Integrate CRM data with Supply Chain Management (SCM) systems to improve demand forecasting accuracy based on historical order data, sales pipeline, and market insights.

Provide real-time visibility into inventory levels of raw materials, work-in-progress, and finished goods, ensuring that inventory is optimally managed to meet customer demands.

Use CRM-integrated inventory data to support JIT manufacturing by minimizing inventory costs and ensuring components are available when needed for production.

Run targeted marketing campaigns for different customer segments, promoting new products, updates, or special offers, and tracking campaign effectiveness through CRM.

Manage planning, outreach, and follow-up for industry trade shows, customer workshops, and webinars, ensuring effective engagement and conversion.

Automate lead nurturing campaigns to maintain ongoing engagement with prospects, providing relevant content and information until they are ready for conversion.

Use CRM to generate insights on customer buying patterns, order frequency, and product preferences, helping to identify upsell opportunities and improve sales effectiveness.

Track production-related metrics such as on-time delivery rate, production cycle time, and yield, ensuring alignment with customer needs and continuous process improvements.

Analyze revenue contribution by product line, region, or customer type, using CRM data to identify high-performing areas and focus resources accordingly.

Track customer feedback and market needs to feed into R&D efforts, ensuring that new product development aligns with customer expectations and market trends.

Track product changes requested by customers, managing communication between sales, engineering, and production teams for successful implementation.

Manage campaigns to introduce new products to the market, targeting key customers and partners for early adoption and tracking interest and conversion through CRM.

Track compliance with industry standards such as ISO, OSHA, or REACH, maintaining records of certificates, audits, and corrective actions.

Automate the collection and submission of compliance documentation, including test reports, safety certifications, and product data sheets.

Track product warranties and liability compliance to ensure adherence to regulatory requirements, managing risks related to product defects or safety issues.

Track supplier metrics such as on-time delivery, material quality, and cost variance, ensuring alignment with production schedules and quality standards.

Maintain communication records with suppliers, managing negotiations, delivery schedules, and dispute resolutions to improve supplier relationships.

Use CRM to share demand forecasts and production schedules with suppliers, enabling better coordination and minimizing supply chain disruptions.

Integrate CRM with ERP systems for seamless data exchange between sales, production, and finance, providing a unified view of order processing, inventory, and billing.

Integrate CRM with Manufacturing Execution Systems (MES) to track production progress, ensuring alignment between customer orders and manufacturing schedules.

Integrate CRM with e-commerce platforms to manage orders, customer inquiries, and inventory in real-time, enhancing the B2B and B2C buying experience.

Track order fulfillment stages, from production to shipping and delivery, ensuring that customers receive their orders as promised.

Monitor logistics partner performance using metrics such as on-time delivery rate, cost per shipment, and damage rate, ensuring reliable and cost-effective distribution.

Coordinate with distribution centers and warehouses, ensuring that finished goods are dispatched efficiently to meet delivery commitments.

Set up alerts for supply chain disruptions, such as supplier delays or logistics challenges, allowing proactive communication with customers and rescheduling orders as needed.

Track potential risks related to production, raw material shortages, or labor disruptions, using CRM to manage contingency plans and minimize customer impact.

Proactively communicate with customers during production or supply chain disruptions, providing status updates and revised timelines.

Manage warranty claims and RMA requests through CRM, tracking the entire process from claim initiation to replacement or refund, ensuring a smooth customer experience.

Track the reasons for product returns and warranty claims, providing feedback to production and quality teams to address recurring issues.

Manage requests for product replacements and spare parts, ensuring prompt delivery and minimizing downtime for customers.