CRM IN MECHANICAL AND PLANT ENGINEERING

Strengths in a nutshell

With CRM in mechanical and plant engineering, 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 and from any location, whether
    regional, national or international

The global market forces adaptation to new rules of the game

To do this, you need to make processes better, more productive, and more sustainable.

However, this should not only benefit production, but also, in the immediate future, communication with your customers as well as the internal cooperation of the departments. It is necessary to introduce a new teamwork of employees and partners in your company: for customer benefit across company boundaries.

Consistently take advantage of the possibilities of digitalization for sales, marketing and service with CRM in machine 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.

Optimum planning for the use 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.

Dynamically control your company's success

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

Use the checklist ROI view to verify 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.

Wisely extend.

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 not otherwise be able to see. For example, the JDBC or SAP interface gives your sales department access to packing slips, invoices, and open items in the customer file. 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.

Success with
CRM in mechanical and plant engineering

Kundenrefrenz GEDYS IntraWare: Logo von Hurco
Kundenrefrenz GEDYS IntraWare: Logo von Rekers
Kundenrefrenz GEDYS IntraWare: Logo von Kienle und Spiess

Customer Service, Sales & Marketing Optimized

Hurco
Machine tools

Customer support 3.0 for sales

Rekers Ltd.
Mechanical & plant engineering

Consistent workflows
for the entire company

Kienle + Spiess
Stamped and die-cast parts

To start with CRM

The basis for CRM in mechanical and plant engineering: With the electronic file you get the 360° view of customers and suppliers.

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 filter functions, you can always find exactly the information you are looking for.

Sign up here for the free CRM tour. We offer industry know-how and individual industry solutions.

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    Oliver Niedner
Oliver Niedner
Sales service

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