Why Do You Need a Manufacturing CRM Software?

 

Any product you see has been manufactured somewhere in the world. There is a complex yet magical process involved in transforming mere raw material into unique products. But post that, we know getting the manufactured product into the consumer’s hands is a tedious process.  

Between a long chain of distributors/retailers and complex sales cycles, you and your sales and marketing teams must understand the distributors’ and consumer requirements, forecast demand accurately, and manufacture products accordingly. 

With the extensive tools and consumer data available today, this is very much possible. But the problem arises when this data is fragmented across different systems, even when using ERP systems. This is usually because different teams use various tools, causing internal data silos, low adoption rates, unorganized data, etc. 

Ultimately, it doesn’t give you the clarity needed for smart decision-making and results in a disconnected customer experience.

In such a scenario, what is the best way for manufacturers to include customer-centricity in every aspect of their business process?

One way is to adopt modern CRM software for the manufacturing industry.

Why Freshsales is Well-Suited for Manufacturers

Freshsales CRM is a powerful CRM solution that is purpose-built for manufacturing companies. With Freddy AI, it offers actionable insights on promising deals and recommends the next best actions. Freshsales is:

 

Easy-to-use

Boosts productivity by giving sales teams a head start with ready-to-use templates and powerful automation to streamline processes, save time, and eliminate manual effort.

Powered by AI

Multi-purpose AI-powered assistant Freddy offers actionable insights on promising deals and recommends the next best actions that enable smart decision-making. This helps sell faster and better.  

Scalable

With the pay as you grow plan, you only pay for features that you would use. This makes it perfect for small businesses, as well as mid-market or enterprise organizations.

Get your hands on an award-winning software

What do you get with Freshsales?

 

1. Understand your audience with a unified view

Freshsales, designed for the manufacturing industry, unifies the three most used channels into one platform—phone, chat, and email. Every interaction you have with your distributors through these channels and their ongoing deals are captured and stitched together in a single screen.

You can also customize the contact and accounts details page, giving you the flexibility to highlight and summarize the fields that are important for your manufacturing business.

For example,

  • Understand how an interested distributor entered your system and the webpages they’ve visited using website tracking
  • View a quick summary of their past engagement with your company via email, phone, chat, or direct meetings
  • Get to know their past purchase orders or which stage of the buying process they are currently in
  • Add notes relevant to each prospect, setup tasks and appointments, and upload necessary files right within the CRM
  • Deep dive into detailed information such as support tickets in progress and open deals

   

Contact landing page Contact landing page

 

And more! So, in a single scroll, you will know a distributor’s industry, the clients they have, the budget they require, the kind of products they purchased in the past, and their ongoing deals.

Learn how you can manage your contacts better

2. Streamline your sales process with automation

Freshsales allows you to streamline your sales process in three simple steps.

  • When an interested dealer visits your website, you can capture their attention and engage with them using a chatbot or get their details using webforms. Now, their details are sent straight to your CRM, eliminating any manual entry.
  • Next, with automated territory management, you can auto-assign leads to relevant salespeople in a round-robin manner.
  • Your salespeople can then identify, prioritize, and qualify the most interested prospects using predictive contact scoring by AI-powered assistant Freddy.
  • Organize customer data the way you want, access and manage them on one screen. Using modern views, enjoy a spreadsheet-like experience that is easy to use and helps perform sales activities faster.
Chat bot in CRM Chat bot in CRM

 

Your salespeople also go back and forth between distributors, dealers, or retailers every day. You can ease up their work by creating workflows that operate like clockwork. Automate the most common business activity without setting up a workflow from scratch. Take advantage of ready-to-use workflow templates and enable a workflow by simply clicking a button. For example, when a distributor does not answer your call, a reminder can be automatically set to follow up with them the next day.

Find out what else you can automate

3. Boost productivity with a Modern UI 

More often than not, sales reps have to manage a huge contact list. In this process, they may miss out on important contacts that may actually convert into customers. With the modern UI in Freshsales, they can organize customer data the way they want and perform daily tasks faster than before. With a manufacturing CRM like Freshsales, they can: 

  • See where each contact stands and spot roadblocks
  • Visualize and manage your contacts in a list, table, or Kanban view and work the way you like
  • Use drag-and-drop cards and group fields to keep track of contacts’ progress
  • View tasks, notes, and multiple contact field values in one place
  • Use bulk actions to send bulk emails, update a field in multiple contacts, and more
Table view- Modern view Table view- Modern view

4. Have a bird’s eye view of every product and deal

Get all the details related to products in a unified view, with associated pricing, product descriptions, discount structures, etc., by configuring your unique product catalog. 

With a manufacturing CRM like Freshsales, you can stay on top of all your deals for every product by creating multiple pipelines. This allows you to

  • Create unique sales pipelines based on regions, projects, or products.
  • Customize individual stages for each pipeline
  • Visually see how your deals are advancing dynamically.


CRM deal stages CRM deal stages

 

The powerful AI assistant, Freddy, marks deals with tags such as “Likely to close”, “At-risk”, “Gone cold”, and suggests the next best action to take for each deal to drive it to closure.

Learn more about deal management

5. Strengthen engagement with personalized communication

With the information about your end-consumers, potential dealers, and distributors, you can personalize your outreach by contextually engaging based on their interests.  

By integrating your manufacturing CRM with a marketing automation software like Freshmarketer, you can:

  • Segment your ever-growing contact list based on demography, geography, industry, behavior
  • Run hyper-personalized campaigns for target industries and end-users and drive more sales
  • Set up nurture journeys for interested distributors and dealers by sending newsletters and emails about products that might interest them
  • Eliminate cart abandonment by triggering transactional emails to interested prospects that will always land in their inbox
  • Create sales sequences for your existing dealers to follow-up and close deals quickly
  • Close the circle between marketing and sales by sending the qualified leads, deals, and accounts directly to the right sales team from within the CRM.

See how you can set your entire customer journey

 

CRM jouney templates CRM jouney templates

6. Make better business decisions with valuable insights

Real-time sales and marketing reports make it easy to identify bottlenecks and find reasons for lost deals. With a manufacturing CRM like Freshsales, you can understand

  • Which sources are you getting the most leads from
  • Which products are selling the best, and which ones you need to stop manufacturing
  • Who are your high-paying distributors/dealers
  • How many contracts are you winning every year
  • Which region or industry are you getting the most contracts from
  • How are your sales teams performing?

 

Reports dashboard Reports dashboard

Take advantage of the ridiculously easy reports builder to stay on top of key sales metrics, drill down data and track your sales team performance. All this and more in fewer clicks and transitions. 

Check out the sales and marketing reports

Get one step closer to your customers and win more business 

With Freshsales, get complete, end-to-end visibility into your distributors’ and retailers’ journey.  You also get to customize the essential data points you want to see upfront in the summary and highlights section. Using this information, you can be proactive in building better products, collaborating with different teams, targeting the right industries, and tailoring your messaging accordingly. This not just helps boost your revenue but also creates an edge over your competitors by always staying two steps ahead in the game.  

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