Manufacturing CRM common pitfalls and solutions: Snag our free eBook

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Manufacturers value efficiency, automation, and the ability to forecast orders, sales, inventory, and other important elements of their business. Considering these values, it’s perhaps a curious thing, or maybe not so curious, that many manufacturers use their enterprise resource planning (ERP) solution for customer relationships management (CRM) activities, or else they don’t use any solution for CRM at all. Considering the myriad benefits of CRM functionality—from lead and opportunity management, contact and account management, data analysis, automated marketing campaigns, event management, branded landing pages and forms, email creation, and so much more—it’s a wonder how a business could get by on the limited customer relationship functions a typical ERP provides.

There’s also the worry of giving too many people access to your ERP solution—is it wise to provide marketers, salespeople, and customer service representatives access to an ERP, in addition to those who already have access? For security’s sake and to avoid potential accidental errors caused by mussing the ERP system with CRM data, it’s recommended that a CRM system be utilized instead.

Dynamics 365 is a suite of cloud-native business solutions that include both ERP and CRM solutions. Browser-based and with an intuitive interface, these applications have similar feels and are therefore easy to move between during the course of your workday. Add on the unending potential of seamless integrations with other Microsoft applications (like Outlook, Excel, Word, SharePoint, and Teams), and you face a suite that packs quite the punch, in terms of ROI.

So, if you’re a manufacturer, and you’re still not convinced that a CRM solution can do wonders for your organization, here’s a free, downloadable eBook detailing common pitfalls of not using a CRM for those in the manufacturing industry, complete with solutions to those problems.

 
 
 
 

 

Download the free eBook

A customer relationship management solution can improve the flow of your sales and marketing funnel, help you land more opportunities, and build a satisfied customer base. Download this free eBook by filling out the form below, and see the specific pitfalls that may arise from not taking the plunge and investing in a CRM.

Plus, contact us with further questions or a personalized demo to see how Microsoft Dynamics 365 CRM will benefit you.

 
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An Active Partner Relationship: Increase ROI and Long-Term ERP Success - free eBook

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