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CRM for Manufacturing

Manufacturing is undergoing a transformation; leveraging technology to improve productivity, deliver greater value to customers and remain competitive.

Enterprise Resource Planning (ERP) systems do a great job of managing the order-to-invoice process, but ERP systems are often poor at supporting the sales and marketing processes within a business.

Workbooks CRM helps manufacturers to: 

  • Improve the return on investment in sales and marketing  
  • Enhance customer experience and enables new revenue streams  
  • Streamline business operations and integrates with existing systems including ERP 
Manufacturing CRM
Russell Finex Switched From Salesforce To Workbooks To Manage Sales Operations - Case Study Video image

Russell Finex Switched From Salesforce To Workbooks To Manage Sales Operations - Case Study Video

Having initially rolled out Salesforce for it’s US operation Sales & Marketing, Director Rob O’Connell was tasked with replacing CRM globally and started to re-evaluate solutions for the whole group.   His requirements were clear, provide better data management, insights and scalability across markets.

Watch the video for the full story.

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Sales and Marketing Efficiency

 With Workbooks CRM, sales teams have easy access to information, deep customer insights and the tools to close deals quickly and efficiently. They get real-time data to drive quick decision-making. Offering a single 360-degree view of your target market and the key segments, what they have, what they want, when and how they want it, across all your distribution channels, it helps you improve cross-sell and up-sell while generating more leads. 

  • You can market and sell smarter, using all digital and traditional channels.  
  • You can manage your distribution channels more effectively, whether you are selling your products direct, via resellers and distributors or online.  
  • You can analyse your sales performance by country, channel, sales rep, product line etc. and take appropriate actions.  
  • Your sales teams can quickly determine the right solution for customers and easily produce quotes.  
  • You can process and track the status of orders, invoices and payments – all from within CRM – giving you a view of the entire ‘lead-to-cash’ process. 
CRM For Manufacturing Whitepaper image

CRM For Manufacturing Whitepaper

Manufacturing is undergoing a transformation that some refer to as fourth industrial revolution (or 4IR). Manufacturers say 4IR is about gaining insights to help improve productivity, deliver greater value to customers and remain competitive.

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Integrating CRM & ERP

Being able to market to your clients effectively requires you to have transaction data in your ERP and CRM systems, and integration allows you to exploit your existing customer knowledge to full effect. Profiling your existing customers by industry, purchase history and historic revenues, allows your sales and marketing teams to target existing clients for upselling and cross-selling opportunities more effectively. It becomes easy to promote new products to your customers if your marketing team can identify all the clients that bought previous products. 

Linking systems together allows a flow of data that can be turned into insights and acted upon quickly. 

 Integrating CRM and ERP - Whitepaper image

Integrating CRM and ERP - Whitepaper

In an increasingly competitive world, manufacturing companies are continually looking for ways to get ahead and remain profitable. And a growing number are turning to technology in the search for greater revenue through more effective sales and marketing, cost reduction through greater operational efficiency, and improved collaboration throughout the business.

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Service as a Differentiator

Most manufacturers understand how important their service department is in driving the right customer experience, but many are still using spreadsheets or paper-based systems to track customer information, including purchase history and service requests. Many still have engineers printing out service tickets to take on customer visits. Now is the time to adapt service models to keep up with customers’ needs and expectations… and to push it one step further and make ‘customer service” one of your competitive advantages and even transform this into a revenue stream for the business with servitisation. 

With Workbooks CRM as your customer service platform, you can achieve service excellence by automating support processes, offering self-service capabilities, efficiently managing maintenance schedules and warranties, and better supporting field services agents. With omni-channel support, service agents can engage customers in real-time using their preferred communications method. Self-service capabilities help you address the needs of your customers and significantly reduce the quantity of service enquiries. You can easily schedule preventive maintenance, manage warranties and renewals, push service notifications to customers, and you can provide a smart and personalised service with instant access to critical contract information from one location. And you can do this at scale, consistently. 

Jose de Almeida, General Manager, SAV Systems

We chose Workbooks because the Workbooks team really understood us. They listened to what we wanted and presented the solution that would achieve that. They clearly demonstrated that they could address our needs and they also offered a strong implementation strategy.

Jose de Almeida, General Manager, SAV Systems

Digital Transformation to Improve Business Performance

The majority of manufacturers recognise the need to invest in new technology to improve customer intelligence but the key objective for most is increasing sales and growing market share, and CRM is the enabler of these ambitions. You can streamline operations and drive efficiency throughout the entire lead-to-cash process whilst delivering customer service excellence. You can improve productivity in your sales and marketing functions and boost your competitiveness. 

Workbooks CRM can help improve the effectiveness of your sales, marketing and customer service teams, and when data is shared with your ERP system whether via a manual feed or full integration, all parts of the business can contribute to the improvement process, giving your business an edge it never had before. 

Why workbooks CRM is ideal for growing manufactures?

Manage your prospect and customer data, segment and target accurately.

Maximise your lead generation. 

Manage all your campaigns and related activities in one place.

Know the ROI of marketing activities so you can focus your budget on what really works.

Align sales & marketing and ensure timely follow-up of all opportunities.

Improve sales execution by implementing best practices. 

Manage your sales team with real-time reporting and activity tracking 

Increase sales productivity with automated workflows, easy collaboration and a mobile app accessible anytime anywhere.

Improve forecasting through visibility of your pipeline. 

Process and deliver sales orders efficiently, from initial quotes to contracts, orders and invoices. Collect cash faster. 

Get meaningful insights and make insightful decisions to drive sales & marketing performance.

Deliver exceptional customer service, consistently and across all relevant channels. 

Manage cases, answer customer questions quickly and effectively. 

Track activity history with a complete view of the customer.

Increase agent productivity whilst reducing admin by automating repetitive. tasks 

Accurately measure your Service Level Agreements (SLAs).

Service your customers the way they want to be serviced. 

A single ‘hub’ for managing customer information.

Teams & processes management. 

Performance management and KPIs. 

Manage the complexity of your eco-system: customers, suppliers, partners. 

Easily sync the information with your financial and ERP systems for maximum visibility and efficiency.

Allows a flow of data that can be turned into insight, which can be acted upon quickly. 

Provides a bridge between sales, marketing and production, encouraging greater collaboration across the organisation: product team have visibility of pipeline so they can plan production schedules and sales teams can review stock availability, product warranty and maintenance contracts and set expectations with customers. 

360-degree customer view

Improve cross-sell and up-sell while creating more leads with a single 360-degree view of your target market and its key segments – what they have, what they want, as well as when and how they want it – across all of your distribution channels.

Single source of truth reporting

Centralise information, intelligence and insight with Workbooks:

  • Get real-time visibility across your business by giving everyone anytime access to a central repository of information for sales, marketing, customer service and finance.
  • Make more informed decisions with visibility of all aspects of your relationships with customers and prospects, from marketing engagement to interactions with sales.
  • Take action confidently with reports and dashboards showing the most complete, accurate and up-to-date information in your business.

Integrate Workbooks with hundreds of business applications and services.

Configure, Price, Quote
  • Make the quotation process more consistent by creating tailored quotation screens to automate the sales process and improve quote accuracy
  • Support common pricing requirements such as volume-based, bundle, customer-specific, regional, and channel with different pricing books and rules
  • Synchronise product information and pricing throughout your business by integrating Workbooks with your ecommerce, ERP, or finance platform
Customer service
  • Automate support processes
  • Offer self-service capabilities
  • Efficiently manage maintenance schedules and warranties, and better support field services agents

Get started for as little as £25 a month!

Whatever your business needs, we have a solution for you.

Standard Edition £25

per user per month billed annually

  • Sales Management
  • Marketing Management
  • Customer Service Management
  • Order Management
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Business Edition £55

per user per month billed annually

  • Sales Management
  • Marketing Management
  • Customer Service Management
  • Order Management
Compare full features
Did you know?

You can mix and match editions of Workbooks so you only pay for what you need.

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