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CRM for Manufacturing

Meet your lean manufacturing targets, engage customers in the last mile, and seamlessly integrate your ERP. Workbooks is the specialized CRM solution tailored for organizations in the manufacturing industry. 

A fully customizable CRM and marketing automation platform for manufacturers

Improve the return on investment in sales and marketing

Enhance customer experience and enable new revenue streams

Streamline business operations and integrate with existing systems including ERP

How does our manufacturing CRM work?

Sales and Marketing Efficiency

Workbooks offers manufacturing sales teams a platform to streamline customer data management from lead generation to order completion, and analyze team performance on a more granular level.

We equip marketing teams with customer preference and purchasing insights using manufacturing-specific criteria, supporting targeted campaigns and ensuring higher rates of customer engagement.

What you'll get:
  • A 360-degree view of your market segments
  • Streamlined management of all distribution channels
  • Full ‘lead-to-cash' process management, including order, invoice and payment status tracking

Streamlining Customer Service

High-quality customer service is a key differentiator for manufacturing companies, but many still implement cumbersome manual systems to track customer information. With manufacturing CRM software, agents can automate support processes and efficiently manage customer queries using one centralized system.

Workbooks empowers support teams to transform their customer service offering and even sell it on to customers as an additional product.

What you'll get:
  • Automation of key support processes across multiple channels
  • Efficient management of maintenance schedules and warranties
  • Real-time customer engagement with omnichannel support

Integrating CRM & ERP

While ERP systems are vital in manufacturing, they are usually inadequate for sales and marketing processes. Workbooks supports fast integration with ERP systems, allowing you to leverage existing customer knowledge to support upselling and cross-selling opportunities.

CRM and ERP integration provides a holistic view of all relevant invoices, orders, and supply chain activity. This means you can anticipate production schedules, review stock availability and build a culture of responsiveness to market dynamics.

What you'll get:
  • Full visibility into operational processes to inform decision making
  • Customer profiling based on industry, purchase history, and historic revenues
  • Improved targeting of existing clients for new sales opportunities

Why Workbooks CRM is ideal for growing manufacturers

Digital transformation productivity benefits

Manufacturers of all scales are recognizing the need to invest in digital transformation over the coming decade, and Workbooks is making this accessible to growing enterprises. As new technology is adopted to streamline business functions, manufacturing CRM software is the key to increasing sales and growing your market share. Drive higher efficiency throughout the lead-to-cash process and leverage customer insights to boost your marketing, sales and customer service efforts.

Single source of truth reporting

Workbooks provides a space to centralize all relevant data for the individual staff that need it, with reporting and dashboard functionality. This provides personnel with visibility into important customer purchasing data, order tracking information, production processes and supply chain intelligence. This central repository can help each arm of your business to identify new opportunities, provide high-quality customer service, and make decisions to drive new growth.

Seamless integration capabilities

Workbooks supports integrations with hundreds of the common business applications and services that you may adopt as you grow. Our team will help you to integrate the platform with each tool and oversee all relevant activities and transactions through the customer lifecycle. Manage your manufacturing and supply chain on the go and automate data transfer from common ERP, quoting and project management systems back into the Workbooks CRM.

Boost Configure, Price, Quote performance

To gain a competitive edge as a growing manufacturer, it’s essential to optimize the accuracy and speed of your CPQ process. Workbooks supports common pricing requirements such as volume-based, bundle, customer-specific, regional and channel, each with their distinct rules. Our manufacturing CRM software accelerates the productivity of your sales team by synchronizing product information and pricing throughout your business, integrated with e-commerce, ERP and finance platforms.

"With Workbooks, we can now tell you the average number of quotes we’re processing a day, and can put quoted values to what our sales and estimators are actually selling.”
John Lucabaugh Vice President of Administration, Digging & Rigging

Frequently asked questions about Manufacturing CRM

What is CRM in manufacturing?

CRM in manufacturing refers to the implementation of specialized software and processes to manage customer interactions in the manufacturing industry. It helps manufacturers to streamline and enhance customer-related engagements, such as marketing, sales and customer service.

What is the difference between CRM and supply chain management?

CRM and supply chain management are separate business functions that each serve different purposes. CRM primarily addresses the optimization of customer interactions, while supply chain management works to coordinate end-to-end supply chain processes such as procurement, production and distribution of goods.

What is the connection between ERP and CRM?

There’s a common misconception that ERP software can cover everything manufacturers need. But without a CRM, you’re likely to have gaps in your data and missed sales opportunities.  

While ERP and CRM systems are distinct software solutions, there are lots of benefits of integrating them. 

  • Reduce your timeline from quotation to delivery with better access to data for sales teams 
  • Easily manage supply but also predict demand with insights into customer behaviour 
  • Boost your D2C strategy with a clearer picture of customer communications and preferences 
  • Mitigate risks in the supple chain by managing every part of your process from the moment a business interacts with you