Made2Manage CRM: Customer Relationship Management

Made2Manage CRM is a solution designed to address the unique requirements of small- and medium-sized engineer-to-order, make-to-order, make-to-stock, assemble-to-order, and mixed-mode manufacturers. Because the solution is an integral part of the Made2Manage enterprise resource planning (ERP) solution, your customer contact capabilities are woven into your order-to-cash business flow. For example, Made2Manage CRM and Made2Manage ERP operate on a common Microsoft® technology platform for simple, fast navigation across the applications. Made2Manage CRM and Made2Manage ERP also have common process flows and screens, help functions, security features, and reporting processes. It’s possible to access the CRM solution from anywhere within Made2Manage ERP.

Opportunity Management

Made2Manage CRM gives you full visibility into your sales opportunities so you accurately forecast the sales pipeline and manage prospects. Sales reps have the flexibility to manage contacts, accounts, and tasks in Microsoft® Outlook while on the road and then synchronize updated information with the CRM solution when they return to the office or connect to the solution online.

Product Configurator

The Product Configurator is a user-friendly tool for building products or part structures in the quote or sales-order process. To speed the configuration process and improve accuracy, Product Configurator displays only information that is necessary to complete a specific step in the configuration process and ensures that only deliverable products can be configured. Customers and sales reps who are traveling can access the solution via the web. Product Configurator integrates with core enterprise processes, such as inventory management and costing, to help you minimize costs.

Contact Management

Made2Manage CRM Contact Management provides time-saving access to accurate customer information for everyone in your organization to improve your customer contact process, implement better marketing campaigns, and ensure the right person addresses a customer issue.

Estimating and Quoting

Made2Manage CRM Estimating and Quoting capabilities lower the costs and enhance the quality of the customer-selection process by improving order accuracy, reducing processing time, and integrating with your company’s inventory, costing, and capable-to-promise processes. The solution links estimating and quoting processes to bills of materials, routings, product configuration, and pricing worksheets.

Customer Management

The Made2Manage CRM solution provides employees responsible for customer management tasks with easy, single-screen access to comprehensive information about individual customers, such as locations, types of operations, and accounts receivable. Starting with the first interaction as a prospect, Made2Manage Customer Management maintains an accurate history of interaction with individual customers, which saves time and improves the way you communicate with and serve customers.

Order Management

Made2Manage CRM automates the sales order and fulfillment processes to improve order accuracy, reduce response times, and lower costs.

Capable-to-Promise

The capable-to-promise functionality provides real-time visibility to inventory and production for configured or standard products. Users can provide prospective customers with realistic delivery dates in real time to help improve the sales-close rate, pricing and margins, and delivery performance.

Credit Management

Made2Manage CRM makes it possible to see sales and payment activity for individual customers so you can streamline credit management, repayment management, and improve cash flow.

Manufacturing

Production Visibility

Made2Manage CRM provides real-time visibility into production, purchasing status, and exceptions so employees can respond promptly and accurately to customers who inquire about order status. The solution helps you keep orders on schedule, and efficiently manage changes in design and delivery date.

Shipping

The solution provides online carrier management capabilities so each customer’s shipping requirements can be met once production has been completed.

Service

Return Materials Authorization

Made2Manage CRM provides a flexible and efficient way to manage returns of equipment or parts for service. The solution captures all relevant details and provides flexibility in handling multiple return scenarios so you improve customer service and lower costs.

Parts Service

Made2Manage CRM makes it possible to integrate the production of standard and custom parts for service requirements into core manufacturing processes. By eliminating the need for special production processes for service parts, manufacturing processes are streamlined and costs can be reduced.

Service Orders

Made2Manage CRM provides capabilities to more efficiently schedule service calls for preventative maintenance, create field repair kits, and perform other tasks that improve service levels and reduce costs. The solution provides user access to a single screen with complete customer information from quotes to accounts receivable, streamlining customer service processes and lowering costs.

Field Service

The Field Service module provides tools to install, repair, and service equipment off site through service contracts and warranties. By making it easy to track customer equipment histories and capture all expenses associated with a call, the solution can improve customer service levels, contribute to product-improvement initiatives, and reduce costs.