Microsoft CRM for Industrial Equipment Manufacturing

Microsoft CRM for Manufacturing helps make your business easier to manage and maximises revenue opportunities.Companies operating in the manufacturing sectors need a straightforward Client and Business management solution to manage their day to day activities.Microsoft CRM for Manufacturing meets =his need, allowing businesses to manage their operations and derive meaningful management information.

• Company & Contact Mgt
• Integrated in Outlook
• Integrated to Excel and Word
• Activity Tracking and Profiling
• Marketing and Campaign Mgt
• Services Issue Tracking
• Contract Management
• Resource Scheduling
• Manage enquires
• Manage Opportunities
• Integrate with Financial system
• Automate Processes
• Run reports and Analysis
• Document Management.

Core Manufacturing Related Functions

• Track sales to assist in production forecasting
• Track machines installed and all the opportunities around the installed base
• Manage service engineers, resource planning and product sales
• Manage & develop Client Relationships
• Track maintenance schedules
• Record Asset information centrally
• Link to CAD

Microsoft CRM

Microsoft CRM provides an ideal platform for these core activities with the flexibility to add or amend the core elements of the solution to meet your unique needs.

Every screen can be tailored to your specific requirement, reports can be configured to meet your management information needs and you can integrate Microsoft CRM with your billing or accounting systems to complete the picture.

Fully integrated into Outlook,Microsoft CRM is available to your staff in the office, disconnected on a laptop and via mobile PDA devices. It is also fully accessible from any location via the internet.

Core CRM Related Functions

• Company & Contact Management
• Integrated Within Outlook
• Integrated to Excel and Word
• ActivityTracking & Unlimited Profiling
• Marketing and Campaign Management
• Service Issue Tracking and Contracts
• Resource Scheduling
• Detailed Reporting & Analysis.

Key Business Benefits

• Enhanced knowledge sharing – centralised source of all client and property information
• Improved gross-selling of services between departments
• Reduced wastage through better targeted marketing
• More flexible working for staff accessing the from any location
• Improved decision making based on real-time management information
• Work in the familiar Microsoft Outlook® interface managing your business relationships, sales, marketing campaigns and service activities
• Run reports, forecasts and analyse data
• Integrates Word, Excel as well as transaction or finance system

In Summary

• High user adoption with Outlook and Office
• Create detailed management reports in Excel
• Document managment integrated
• Appointments recorded in both CRM and Outlook
• Mail Merge using Mirosoft Word
• Easy tracking of outgoing & incoming Emails
• Maintain full record of Client activities and communications
• Allows staff to work remote on laptops and PDA devices
• Easily confirgurable to meet your exact requirement.