industrial equipment manufacturing

CRM for Industrial Equipment Manufacturing

In today’s global economy and technology explosion, industrial equipment manufacturers face a hyper-competitive operating environment.

Architect a strong foundation for your sales, marketing, and customer service initiatives with a custom CRM system.

With CRM you can take combine the forces of sales automation, marketing and service. 

With holistic insight into your firm’s operations, you can better forecast. Furthermore, you can determine which practices are most effective and which sellers may be falling behind and why. With this knowledge, you can better manage your sales organization. 

Use CRM to assist your marketing team with multichannel campaign management, marketing resource management, and partner and distributor marketing. 

Optimize your service department and provide distributors with Web and Community portals to access real-time CRM data in a user-friendly platform. 

Have you considered how your firm could take advantage of CRM?

A few of our clients in the industrial equipment manufacturing industry:


Key Considerations for CRM for Industrial Equipment Manufacturing


We find that many of our manufacturing clients - including industrial equipment manufacturers - are interested in this buzz-term: Internet of Things (IoT). With lots of products and machines operating at high levels of output, data that can be fed from these machines into CRM can be highly vital for internal reporting, external statistics, and monitoring service requests.

Distributor Specific Considerations

Your industry is undergoing a massive change. Manufacturing powerhouses like Grainger and Amazon have forced you to carefully watch market trends and adopt quickly. We’ve seen some distributors include onsite vending machines at their customer's locations (machines that can be tracked and managed in CRM), and that model may develop more in the future. Further, distributors need to carefully track and manage their key vendor relationships. A CRM system can help make the most of these relationships.

Inventory Management/Supply Chain

Often, you might find yourself either guessing how much product you need to produce to match future sales or operating with overly complex tools to more accurately forecast. CRM (integrated into ERP and supply chain tools) can surface inventory and production data to salespeople and also alert the distribution center/warehouse/production of any future increases in sales orders so production can keep pace with heightened demand. This can marry sales and production data together, preventing a backlog of orders or surplus of inventory. When there is interaction between forecasting tools, inventory, and supply chain, your company can truly maximize profitability.

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