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Comparisons and boundaries

Why not just use a normal CRM?

A generic CRM manages the conversation up to the deal and then stops. In manufacturing the risky part starts at the deal: specification, approved rate, committed date, production and dispatch, none of which a CRM understands.

In short

A generic CRM manages the conversation up to the deal and then stops. In manufacturing the risky part starts at the deal: specification, approved rate, committed date, production and dispatch, none of which a CRM understands.

Standard CRMs were designed for software and services, where winning the deal is the hard part and delivery is a formality. A plant is the opposite.

You can force a CRM to hold order data with custom fields, and many plants try. It works until somebody needs a committed date the shop floor agreed to, or a rate that was approved by a named person.

The practical test: ask whether the tool can stop a quotation going out below the approved price. If it cannot, it is a contact database, not a control.

System of Marketing & Sales

Put enquiry to dispatch on one governed line.

Tell us how your plant sells today. We'll show you where the line breaks and what it takes to close it.

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