Manufacturing CRM Solution

Navigate the Complexities of CRM for Manufacturing

The complexities of the Manufacturing industry can prove forecasting effectiveness, channel management, sales productivity, and field service operations to be challenging.

But, with the proper Manufacturing CRM (Customer Relationship Management) system, manufacturers are enabled to stay ahead of these challenges.

Manufacturing CRM

A Tailored Manufacturing CRM Solution

MCA Connect has designed a custom Manufacturing CRM Solution for companies looking to improve the effectiveness of sales, marketing, and service operations for both manufacturing and distribution.

Built on the Microsoft Dynamics 365 for Customer Engagement platform, our CRM for Manufacturing Solution allows manufacturers to make product demand decisions based on forecasts that incorporate visibility to the sales pipeline.

Increase customer engagement with a tailored solution for your industry, while lowering the cost of support. Even if you’re running SAP ERP globally, we help manufacturers get the best-in-class for marketing, sales and service through Dynamics 365 for Customer Engagement.

Manufacturing CRM Solution Highlights:

  • Lead Identification & Routing
  • Real-Time Quote and Order Management
  • Activity Planning and Loyalty
  • Channel Management & Distributor Portal
  • Tender and RFP Management
  • Track Customer Assets
  • Forecasting Across Multiple Periods
  • Schedule & Dispatch Service Resources
  • Tracking and Management of Field Work Orders, Service Issues, RMAs and Warranty Claims

Our Manufacturing CRM Solution Helps Manufacturers:

Centralize Customer Information

One view of customer account information – from order history to communications to service issues – allows marketing, sales, service teams, and manufacturers to spend less time searching and more time doing.

Master Multi-Channel Marketing & Service

Respond to prospects and customers quickly and cost-effectively through chat, web, portals, social media, email or phone. Improved communication increases marketing and customer service effectiveness.

Improve Demand Forecasts

Allow manufactures to use sales pipeline data to build more accurate revenue and materials/resource forecasts. Allocate forecasts across multiple time periods within a single sales opportunity.

Coordinate RFP-Driven Sales Efforts

Using the CRM workflow, you can guide the sales process to meet RFP requirements. Combined with centralized document management, process visualization allows the team to collaborate on responses.

Automate the Quote Process

Creating quotes is time-consuming, but our CRM process makes it simpler, reduces errors, automates approvals, and enforces pricing consistency. And because quotes can be quickly converted to an order, you save on re-entry time.

Manage Customer Warranties

Simplify handling of warranty claims, including capturing key information from the customer, creating work orders for repairs, submitting required documentation and coordinating OEM review and approval of claims.

Improve Dealer Relationships

Manufacturing CRM: Improve Sales efficiency, reduce response time, and cut internal workload by providing product availability and pricing information to dealers, distributors, and service partners though self-service portals.

Enable Field Operations

Give field personnel the ability to manage work orders and a capture signatures even when offline. Office staff can dispatch service resources and manage scheduling based on skills, certifications, availability and geography.

Why MCA Connect?

We were thrilled to be named the #1 U.S. Microsoft Dynamics Manufacturing Partner. MCA Connect has long been recognized as a leading Manufacturing partner by Microsoft, and we take pride in consistently delivering innovative solutions that save companies millions of dollars.
A key differentiator in working with MCA Connect to implement your modern Manufacturing solution is our tight industry focus, but wide set of service offerings. Our company was founded on manufacturing and no one knows the industry the way we do. Our deep knowledge of both the product and the industry enables us to find hidden opportunities only made possible through things like IoT devices and industry accelerators.

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Client Success

“MCA Connect knows lean manufacturing and they know Microsoft Dynamics.”

Bill Battershell, CFO

Rochester Gauges

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“With Microsoft Dynamics CRM, we have the tools we need to match and potentially surpass our competitors in terms of customer satisfaction.”

Sebastien Chambert, GM of Business Operations


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“We anticipate our new, well-supported Microsoft Dynamics 365 system to help us improve revenue by over 30% annually.”

Codi Nichols, Project Lead


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