CRM for Manufacturing. See into the future of your sales pipeline with Microsoft Dynamics 365 CRM.
Market share, satisfied customers, and sales visibility has never been more important, or easy with Dynamics 365 CRM for manufacturing businesses.
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 loss due to changing sales staff
Product configuration and quoting (CPQ)
Customer relationship uncertainty
Lacking modern tools to attract new sellers
WORKING WITH US
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.
Lacking visibility into your Sales pipeline?
Consolidate
And review account data
SEE TEAM Performance
See how reps and teams perform, offer assistance, and make timely course corrections
QUANTIFY THE Pipeline
See a complete view of the sales pipeline to better quantify it to the rest of the business
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.
Reduce your 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 new–user 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.
See it for yourself
The Business Case for dynamics 365 CRM
CRM sounds intriguing, beneficial even, but where do you start?
At Sikich, we’ve simplified the process for you with HEADSTART a low-risk, quick start package that allows you to get CRM up and running in 30 days.
With a 100% remote delivery, Sikich will pre-configure a set of proven baseline configurations from our manufacturing template. With HEADSTART, we take all the guesswork out of CRM projects. It’s built on familiar and easy to use Microsoft technology.
Here’s what a HEADSTART CRM project looks like:
Week 1
- Project kick-off
- Provision the software
- Load the pre-configuration
- Create users and setup security
- Microsoft Office and Mobile integration
- Prepare and distribute project workbook
- Workshop 1
Week 2
- Configuration and alignment
- Custom field setup
- Sample data load
- Workshop 2
Week 3
- Configuration and alignment
- Data template distribution
- Dashboard setup
- Super user training
- Workshop 3
Week 4
- Final configuration
- Final user acceptance testing
- End user training support
- Application live
Related Insights
Case Study: AMF BAKERY SYSTEMS
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.
Ready To Get Started?
We have over 75 dedicated, full-time Dynamics 365 resources with an average of 15-20 years experience working with dozens of companies across various industries. We help deliver tools, processes, and industry expertise to help you discover how to best engage customers by offering the right context to their businesses, in the right format at the right time.