CRM IN MACHINE AND PLANT ENGINEERING

Strengths in a nutshell

With our CRM, you always have an eye on both: customers and machines. Service assignments and maintenance processes are reliably and quickly organized. Internal and external service are in contact at any time, anywhere, whether nationally or internationally.

Up to the increasing competition

You need to make processes better, more productive and more sustainable.

However, this should not only benefit production, but also communication with your customers and internal cooperation between the departments. Due to new rules in the global market, you have to introduce a new teamwork of employees and partners in your company: for a customer benefit across company boundaries.

Make consistent use of the possibilities of digitization for sales, marketing and service with CRM in mechanical and plant engineering.
You can also find more information in our blog article 4 Benefits of CRM.

Customer and machine over 360° in view

In mechanical and plant engineering, the operational processes of the customers are particularly dependent on fast reaction times and precise information. If a machine is paralyzed, this can interfere with the entire production process. This makes it all the more important to keep a close eye on customers and machines in order to be able to react as quickly and precisely as possible in the event of an emergency.

Consistent processes

As in many industries, international corporations are not uncommon in plant and mechanical engineering. Transparent processes across nations are particularly important for the smooth running of communication within the company. Workflows, multilingual templates, and streamlined processes help you do that. In addition, our mobile CRM app can be used to exchange information worldwide in the shortest possible time.

Efficient internal processes, service & maintenance processes

Optimized sales and service processes not only help keep track of the situation, they also ensure fast and reliable organization. Your customer will thank you if you deal with service cases quickly and perform maintenance reliably. Exactly who is needed and when and where – this ensures customer satisfaction.

Differentiated evaluations for targeted insights

Whether it’s process optimization, opportunity or forecasting: With our CRM software for machine and plant engineering, you not only collect a variety of data – such as automated time recording – but also have a variety of Ways to evaluate them.

Optimal planning for the deployment of your service technicians

With the planning cockpit in the GEDYS IntraWare CRM, it is easy to have an overview of all service tickets and the service team’s operational calendar.

By drag & drop, you award a ticket to the technician who has the necessary knowledge for repair. Immediately, the scheduled service technician is informed by the CRM system about his new order – with all information about the service case and possible machine specifications.

The service technicians in the field can also view their data on the go on their laptop, tablet or smartphone – both online and offline. Thus, the information channels between the employees are short and the planning is optimally coordinated. If a technician is ill, this will be shown in color in the appointment overview. Easy deployment planning thanks to CRM in machine and plant engineering.

CRM CONSULTING

CRM-Beratung

You ask. A project expert responds.

Live. Online. Free.

We start where you are currently with your CRM project. Together we will filter out your special requirements and wishes. Our CRM professionals advise and accompany you on the way to your very individual CRM solution.

We will answer your questions about

– Your specific CRM project
– Solutions in machine & plant engineering
– Software modules & details
– Tasks in daily practice
– Tips & tricks for introducing a CRM system

Dynamically control your company's success

Only the business processes digitized with GEDYS IntraWare CRM make it possible to achieve your set goals better. Digital processes usually lead to higher revenues and yields, lower costs, faster growth and higher profit margins.

Use the ROI View checklist to check your benefits from CRM in machine and plant engineering.

Start quickly.

CRM must be able to be lived

To remain competitive, a central ism and efficient processes are needed. GEDYS IntraWare CRM supports your customer management with well-structured digital customer files, promotes collaboration and is also available on the go.

Contact Management 100% GDPR compliant

Contact management not only stores all details and processes about customers, partners, suppliers or competitors, but also internal and external employees (=xRM). The data protection guidelines of the EU GDPR are taken into account to 100%.

Time and task management

Structured processes across the enterprise with schedules, reminders, tasks, serial tasks, escalation, and news feeds. For the perfect teamwork. This is demonstrated by our 30 years of CRM practice.

Extend wisely.

Evolutionary instead of revolutionary

Typically, usage begins with CRM in sales. For teamwork and further process optimizations, it is crucial that you integrate other areas with CRM in marketing, CRM for service & IT, etc. This gives you advanced features.

Expanding your goal
  • Creating quotes
  • Marketing actions
  • Customer service
  • Statistics and analyses
Special solutions: CRM in mechanical and plant engineering

Our references show a section of our developments in mechanical and plant engineering. We are happy to introduce you to others and develop your adaptations if necessary. Service: CRM consulting & contact persons.

Use integration.

SAP and other ERP systems

Provide users with important information in the CRM system that they would otherwise not be able to view. For example, thanks to the JDBC or SAP interface in the customer file, your sales department has access to delivery notes, invoices and open items. Or an email integration (video: CRM outlook integration).

Web service facilitates important organizational work

Integrate the service of the bahn.de, Google Maps, HRS etc. with a simple link.

CTI (Computer Telephony Integration)

You have to make a lot of phone calls every day. Thanks to CTI, you can save time by clicking on the phone number. For incoming calls, the CRM system displays the caller and his electronic file.

Also read What is a CRM system.

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Free e-book

In 15 stages to CRM.
From the CRM idea to the implementation.

Success with CRM

Branchen-Referenz: Hurco
Branchen-Referenz Rekers
Branchen-Referenz: Kienle und Spiess

Customer Service, Sales & Marketing Optimized

Hurco
Machine Tools GmbH

Customer support 3.0 for sales

Rekers Ltd.
Mechanical- & plant engineering

Transparent
workflows

Kienle + Spiess
Punched and die-cast parts

To start with CRM

The basis of CRM in machine and plant engineering: With the electronic file you get a 360° view of your customers. You create and qualify new prospects. Not only do they collect all customer data centrally and transparently, but they also assign detailed correspondence histories to them. With the intelligent search functions, you can always find exactly the information you need.

Video: CRM software general overview - GEDYS IntraWare CRM

Can we help?

Are you looking for a CRM application for your industry? We offer industry know-how, individual solutions and adaptations to your industry.
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    Sabrina Mönnich
Sabrina Mönnich
Sales service

You can find us here:

Mechanical- & plant engineering 2
GEDYS IntraWare Standorte Deutschland