How CRM Benefits Manufacturing

Better Forecasting
Less Discounting
Shorter Sales Time
Personal Automation
Complete Customer View
Optimal Route Planning
Automated Approvals
Commission Forecasting
Consistent Quoting
Proposal Generation
More Satisfied Customers
Customer Self-Service
Sense of Community
Partner Management
Uncover End Customer
Defect Tracking
Better Leads
Automated Messaging

The Challenges Facing Manufacturing in a Digital Age

Maintaining Inventory Levels

Forecasting is key to keeping a just-in-time inventory. Better Opportunity tracking and solid sales forecasting, combined with predictive analytics, is the most accurate way to ensure inventory levels are on target.

Internet of Things

IoT devices are everywhere, from your doorbell to your toaster. CRM can help manufacturers track and monitor customer installed IoT devices and provide early alerts to customer service or support when they are not operating correctly.

Identify Qualified Leads

CRM improves lead quality by helping teams identify which actions are translating from a lead to a sale. Analyze those actions and streamline the sales process to improve conversion rates and close more deals.

Guiding the Narrative

60% of product selection is made prior to contacting you, but sophisticated marketing automation (MA) provides the tools to influence buyers. MA tracks when someone is on your website, calculates the likelihood of them purchasing, and lets you craft personalized marketing plans to guide the narrative.

Customer Self Service

Customers want it now! This is even more true for support. Integrated customer self service solutions offer anytime access to your customers.

Shortage of Skilled Workers

Automated processes and AI systems that predict which steps to do next can massively increase productivity, so workers can accomplish more in the same amount of time.

Manufacturing Case Study #1

Prior to their implementation of SugarCRM, C&M Conveyor had no formal customer relationship management (CRM) system in place and was considering a very complex CRM implementation using their ERP system. Technology Advisors' team consulted with C&M Conveyor’s in-house developer to define, design, and develop an integration between SugarCRM and C&M’s legacy quoting system.


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Manufacturing Case Study #2

Originally using a combination of CRM and spreadsheets, Pape`s system existed as a set of multiple databases, preventing teams from establishing a cohesive customer view. The databases did not share the same physical account record for a given customer or a contact record for a single person at each account. Meanwhile, the Sales and Marketing departments struggled with their own difficulties. After listening to Pape`s frustrations with its disconnected database, Technology Advisors recommended a series of changes, starting with the conversion to a single CRM/database to consolidate and merge accounts and contacts.


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Manufacturing Case Study #3

Prior to its implementation of SugarCRM, Keller-Heartt had no formal customer relationship management (CRM) system in place. Brian McGrath, the President of Keller-Heartt, believe it was that complete lack of visibility that prompted them to reach out to Technology Advisors, Inc. During the initial assessment, TAI discovered several opportunities for improvement over Keller-Heartt's current, manual, decentralized system, and after discussing this roadmap with Keller-Heartt's team, TAI knew the best practice would be to implement "crawl, walk, run" adoption.


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What Customers Say About Us

We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of SugarCRM is second to none and together we are able to tackle many difficult software integrations to shape Sugar to best fit our needs.
Jean-Paul Lupori, Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim Ryan, Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara Cowling, AEM
We’ve been working with Technology Advisors for over 3 years. With their guidance, we’ve been able to innovate and create business processes that enable us to be more efficient with our time and money.
Dan Johnson, BASYS
We have partnered with Technology Advisors for the past six years and consider them an essential part of our team. From complicated migrations between CRMs to custom development to marketing automation support, they consistently deliver nothing short of the highest standard work product and remain caring and communicative throughout. We couldn't ask for more from TAI!
Tanja LeMotte, Corvus Holdings, LLC
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Our Manufacturing Customers

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