CRM FOR MANUFACTURING AND DISTRIBUTION
Create amazing customer experience to enhance customer loyalty with SugarCRM tailored to manufacturing industry
Create extraordinary relationships with suppliers, distributors and customers
Sugar Sell / Sugar Enterprise CRM enables manufacturing companies to streamline sales processes, manage leads and opportunities, generate accurate quotes, and efficiently handle orders. These solutions also enhance customer relationships through comprehensive CRM tools and provide valuable insights for optimizing sales strategies, ultimately driving business growth.
Product Catalogue And Company Wide Price Book Maintenance
SugarCRM’s product catalogue can be used as a master price list by all the sales team located across geographies. The head office can maintain the latest price sheet in SugarCRM and stop worrying about sending the latest price sheet to all sales team.
Standardised Quote Management
Companies can enforce SugarCRM as the only way through which any sales person can send pricing information and make the system work across all offices. This also consolidates the sales pipeline across offices and the head office gets latest data on the pipeline. The SugarCRM PDF Quote generator can be used to fine tune the Quote Format based on client requirement. You can choose the product that the customer wants, save the quote and either Email it directly from SugarCRM or download as PDF and send it by your Email Application.
Either way, when the price list is put into the product catalogue of the CRM, sales person can generate the Quote in 60 seconds. This avoids the cut and paste mechanism if you are using Excel Sheet for Price List and Word Template for Quote Format. Bhea has implemented quotation that have even product line item images embedded into the PDF quote.
Discount Approval Mechanism
Most of the time, many companies face the challenges of getting their quotes upto date and getting the discounts approved for customers. The sales executive might be permitted to give a pre-approved percentage of the price as discount, but for anything above he might need to get approval from management. SugarCRM can be used to put the discount approval process in place so that it is enforced through a quotation mechanism.
SugarCRM product module captures the information of the item that was quoted as well as purchased by a customer. A Purchase Order is generated of the product delivered and this information can be stored in the Product Module for the particular customer. Product Module can be used to check purchase history of any clients.
Product Level Forecasting
When a company has product heads who are responsible for specific product sales, SugarCRM Enterprise edition can generate each product level forecasting from the Quotes and Quoted Line Items.
Manufacturers are typically B2B in nature and have longer sales life cycles for high value sales. Sometimes the customer relationships span many years and decades. Providing extraordinary customer service plays a major role in getting the subsequent parts / service orders and new business. Sugar Serve and Sugar Enterprise help manufacturing companies provide superior service.
Warranty And Support Contract Management
The SugarCRM standard Contracts module can be used to create and maintain the annual warranty and support contracts. Automatic alerts can help the Support team to renew customers’ support contracts well before expiry. You can carry the Support Contract Opportunity into the SugarCRM for better visibility.
Customer Support Automation
When a product is delivered by a manufacturing company or a distributing company, support plays the most important role. SugarCRM’s Case Management allows tracking and supporting issues.
SugarCRM can be enhanced with a custom Orders module that can be used in managing the Orders from the purchase decision and in delivery and installation at the customer place.
The above mentioned features help manufacturing and distribution companies do more than the traditional calls and meetings tracking.
Our Extensive Expertise in Manufacturing CRM Solutions
At Bhea, we stand out due to our remarkable journey with SugarCRM. We've been dedicated to implementing SugarCRM solutions since its inception in 2004, embarking on this voyage with Sugar 3.5. As official partners of SugarCRM since 2007, we've witnessed the incredible transformation of SugarCRM, evolving from version 3.5 to its latest 13.1 iteration. Our expertise extends to implementing SugarCRM for both small and medium-sized manufacturing companies, as well as large enterprises with a global presence across multiple countries. Our journey with SugarCRM is a testament to our commitment and experience in delivering top-tier CRM solutions.