CRM sales processes in mechanical engineering and manufacturing industry
CRM process descriptions, screenshots and demo videos:
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update.sales offers your Sales department the perfect tools for more success with your customers. In addition to the classic functions such as call management, sales planning and control, opportunity management, and offer and order processing, there are also numerous industry-specific processes available. |
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2 and 3-level sales path Maintain an overview, even if several offers are created for the same object |
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Call planning Seamless and results-oriented call documentation |
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Opportunity management Recording and processing of sales opportunities on through to the conclusion of the opportunity |
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Object/project management Transparent view of the objects also from the business partner's view |
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Relationship networks The complex network of relationships (architects, principals, dealers, processors, renters, etc.) is structured and mapped clearly in a project. |
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Offer management Uniform procedure and seamless documentation in the sales process from offer to opportunity to order |
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Order management Offers and product positions are always in context with the customer data. |
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Territory management Automatic assignment of territories and business areas to sales force employees |
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Sales performance and planning Automatic target/actual comparison as well as graphics on the time or person (group) levels |
Industry customers:
CRM for Construction & Manufacturing
Life Science customers:
CRM for pharmaceutical and medical technology industry
Financial service customers:
Financial services companies using update CRM
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