Quick Path

Working with an award winning partner in manufacturing

We have not only helped manufacturing companies across various industries implement Dynamics 365 CRM, we use this tech solution ourselves. We have over 300 users in the US across 13 different service lines with varying sales processes. We know how to tailor a CRM experience to anything your business needs.

As an award winning Microsoft Dynamics partner, we offer the service and expertise needed to make your implementation or optimization a success.

Why CRM now?

It’s time for a CRM designed for manufacturers that enables you to meet customer needs today and tomorrow. Many manufacturing companies are facing challenges that are prompting CRM:

  • Lack of sales pipeline visibility
  • Customer relationship uncertainty
  • Customer loss due to changing sales staff
  • Lacking modern tools to attract new sellers
  • Product configuration and quoting (CPQ)

Create more value from customer relationships

Equipment manufacturing plays a key role in the economy. And customer relationships are critical to manufacturing success. Have you prioritized your customers? Do you have the tips and tools to properly support them?

In this eBook, we consider the critical role of customer relationships in the Equipment Manufacturing industry and how you can use technology to maintain your customer health. Three scenarios based on real-life experiences from manufacturers like you, illustrate how customer relationship management (CRM) software can help you do better by your customers and team members.

Lacking visibility into your sales pipeline?

Managing customer relationships, communications, buying histories, customer preferences, and commitments is a lot. Especially if you are using spreadsheets or outdated technology. Modern CRM applications like Microsoft Dynamic 365 give sales managers and executives a way to:


Bring all your data together and review account data.

Quantify the pipeline

See a complete view of the sales pipeline to better quantify it to the rest of the business.

See team performance

See how reps and teams perform, offer assistance, and make timely course corrections

Case Study: AMF Bakery

AMF Bakery Systems is a leading manufacturer of high-speed bakery equipment. When AMF Bakery Systems realized that they were rapidly growing and expanding their global operations, they knew they needed a new CRM system to help them keep up and keep their customers happy.

Learn More

Reduce the risk of losing customers

There is a high risk of customer loss when long, tenured sellers leave or retire.

If seasoned reps at your company are about to leave, your first step should be to bring their notes and insights into CRM.

Equipment manufacturers can create practices to overcome any CRM newuser hesitancy using our tips and proven practices. With Dynamics 365 CRM from Sikich, your manufacturing business can immediately start benefiting from new transparency to improve sales management and service delivery.