CRM for Manufacturing

Digital sales platform is modular, integral, easy to deploy and to maintain, native cloud product platform for dedicated use in discrete manufacturing.

Account & Contact Management

CRM helps you to manage accounts and contacts data and use them effectively in sales.

Features including:

• Account 360 Overview
• Maintain Account Master Data, including Sales Areas, Account Team, Party Roles, Payment Terms etc.
• Account Address & Partner Management
• SAP Account Integration (S/4 and ECC)

Opportunity & Pipeline Management

CRM helps you to manage opportunities and pipelines to accelerate sales.

Features including:

• Manage Sales Phases in Opportunity Management
• Pipeline Management
• Manage Leads and Opportunities
• Opportunity Document Management & Report Generation

Activity Management

Features including:

• Manage Tasks, incl. Gantt Chart Visualization
• Manage Meetings & Calendar, including Office 365 & Google Calendar
• Manage Emails, including Office 365 & Gmail integration

Sales Cockpit & Reporting

Features including:

• Role-based KPI & Charts
• Manage Saved Search for recurring tasks
• Forecast & Pipeline Reports
• External System Mash-Up
• Custom Dashboard
• Report Document Generation
• External Reporting (SAP BI & BW, Power BI, Tableau, etc)