Manufacturing CRM Software

Manufacturing CRMs are software tools that manufacturing businesses can use to create a repository of customer details, such as addresses, phone numbers, demography, and pain points. Sales agents can leverage this information to understand customers better, identify opportunities, and close sales more quickly.

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Showing 1 - 20 of 394 products
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Showing 1 - 20 of 394 products

Pivotal CRM

Pivotal CRM is a fully featured customer relationship management (CRM) platform suited to organizations of all sizes. Core modules include marketing automation, lead management, sales force automation, customer service and more....Read more

3.67 (6 reviews)

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NetSuite CRM

With a strong emphasis on sales and marketing automation, customer support and partner management, NetSuite CRM+ is a comprehensive, Web-based client relationship management system for small and midsize businesses. ...Read more

3.91 (186 reviews)

58 recommendations

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Genoo

Genoo is a cloud-based marketing automation solution for small to mid-sized professional services, software and technology firms. The solution helps marketers in email marketing, lead management, lead scoring, microsite building a...Read more

0.00 (3 reviews)

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Marketo Engage

Founded in 2006, Marketo was developed for the B2B marketer and is the most rapidly-growing solution on the market. ...Read more

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Salesnet CRM

Salesnet CRM is a cloud-based sales and marketing automation tool for businesses of any size with a focus on Sales Force Automation. Salesnet relies on dashboards, pipelines, forecasts, and reports to ensure that each member of th...Read more

4.21 (12 reviews)

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Tracker

Companies committed to providing top-notch customer service find PhaseWare Tracker invaluable for managing their support lifecycle. Intuitive customer support applications help you boost your client retention rates. ...Read more

4.42 (66 reviews)

1 recommendations

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SysAid

SysAid is a cloud-based IT Service Management, service desk and help desk solution that helps users in businesses of all sizes across various industries resolve technology-related issues. Key features include help desk automation,...Read more

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Oracle CRM On Demand

Oracle CRM On Demand is a cloud-based suite containing integrated, business applications that enable organizations to make decisions and manage costs of operations. The suite includes customer relationship management (CRM) solutio...Read more

4.37 (27 reviews)

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Keap

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across v...Read more

4.08 (1111 reviews)

82 recommendations

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Service Pro

With more than 25 years experience in the software business, MSI Data’s Service Pro CRM Software is a complete solution for optimizing field service operations....Read more

3.00 (9 reviews)

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Software pricing tips

Read our Manufacturing CRM Software Buyers Guide

Subscription models

  • Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
  • Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.

Perpetual license

  • This involves paying an upfront sum for the license to own the software and use it indefinitely.
  • This is the more traditional model and is most common with on-premise applications and with larger businesses.

Rated best value for money

Zendesk

Used by over 20,000 global companies, Zendesk has made a name for itself as a sophisticated, yet simple Web-based help desk solution....Read more

4.36 (2748 reviews)

8 recommendations

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SAP Customer Experience

Whether you’re a mid-market company looking for an on-demand CRM application or a large enterprise that needs a robust, end-to-end client management solution, SAP can meet the unique technology needs of your company. ...Read more

4.19 (206 reviews)

1 recommendations

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Fision

Fision provides web-based brand control management and automated marketing software to manage custom digital assets, maintaining business rules and user permissions for clear, consistent and compliant one-to-one communications....Read more

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Maximizer CRM

Maximizer CRM is an integrated CRM solution that can be installed both on premise and in the cloud. It features sales management, marketing automation, customer service and support and business productivity tools....Read more

3.98 (302 reviews)

47 recommendations

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Omniprise

Omniprise is an on-premise as well as cloud-based customer relationship management solution designed to provide companies a view of all customer interactions on a real-time basis. The solution is suitable for businesses of all siz...Read more

0.00 (2 reviews)

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LeadMaster

An industry contender since 1998, LeadMaster is an extremely comprehensive, fluid sales lead management software, offering an arsenal of web-based solutions for sales force automation, lead tracking, and more....Read more

4.10 (36 reviews)

8 recommendations

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BlueFolder

BlueFolder Maintenance Management is a web based software that helps increase equipment uptime, streamline preventive maintenance, eliminate tedious maintenance tasks, and maximize efficiency. BlueFolder Maintenance Management sta...Read more

4.70 (32 reviews)

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Oracle Cloud CX

For companies looking to meet the high service expectations of their customers, Oracle Cloud CX ensures that each and every customer is valued and supported. The customer experience suite gives businesses the tools needed to deliv...Read more

4.25 (14 reviews)

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HubSpot CRM

With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of ...Read more

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ServiceWise

ServiceWise by TechExcel is a cloud-based IT Service Management(ITSM) solution that caters to businesses of all sizes and helps them to automate and streamline their IT services and help desk activities with configurable workflows...Read more

4.67 (3 reviews)

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Popular Manufacturing CRM Software Comparisons

Buyers Guide

Last Updated: March 10, 2022

 

Manufacturing companies know that building a great product alone is not enough. They must also have processes in place for managing customer relationships and improving product sales. To do that, manufacturing companies should look to customer relationship management (CRM) software designed for their industry.

Known as manufacturing CRM, this type of software allows manufacturers to organize customer data within a single tool. It helps their sales agents better understand buyer requirements, close deals more quickly, and identify upselling or retargeting opportunities.

That said, there are many manufacturing CRM tools on the market, and choosing the right one can be tricky. Businesses need to be aware of these tools' core features, deployment options, suitability for their business size, etc.

To help businesses save time on software research, we've created this buyer's guide, which explains the different factors to consider when evaluating manufacturing CRMs.

Here's what we'll cover:

What is a manufacturing CRM?
Common features of CRM software
Features specific to manufacturing CRM
What type of buyer are you?
Key considerations

What is a manufacturing CRM?

Manufacturing CRMs are software tools that manufacturing businesses can use to create a repository of customer details, such as addresses, phone numbers, demography, and pain points. Sales agents can leverage this information to understand customers better, identify opportunities, and close sales more quickly.

These repositories also allow businesses to glean insights into the needs and motivations of customers, which serve as guidelines for improving existing products or developing new ones.

Leads details in Zoho CRM

Viewing details of leads in Zoho CRM

Common features of CRM software

Most CRMs, including those designed for manufacturers, offer the following features.

Contact management

Create a tagged and searchable customer and vendor database. Store and update details such as contact information, company name, industry type, geographical location, and product subscriptions.

Interaction management 

Capture communications with new or existing customers, such as emails, chat histories, social media conversations, and phone call records, in a single location. Use this data to set up meetings and perform follow up.

Lead and sales pipeline management

Capture information about prospective customers, or leads, from channels such as web forms and emails. Categorize and score leads based on factors such as demography and job title. Set up leads on the sales pipeline and track conversions.

Task and workflow management

Create and track tasks for sales agents using built-in calendars. Automate task assignments using predefined workflows so sales agents know what to do next as a customer moves along the sales pipeline. Receive updates and alerts for completed and pending tasks.

Document management

Create a centralized library of documents, such as contracts, images of products, marketing collateral, pricing sheets, and more. Tag documents to specific customers and leads allowing sales agents quick access to relevant information when communicating with a particular client.

Reporting and analytics

Track performance of sales agents with daily, weekly or monthly status reports. Get insights into sales performance with reports on contracts won or lost and identify potential bottlenecks in the sales pipeline.

Features specific to manufacturing CRM

Manufacturing CRMs will typically offer the following features to address specific requirements of manufacturing businesses.

Inventory tracking Track the movement of raw materials and finished goods with batch and serial numbers.
Product repository Create a searchable database of products that includes details such as product images, dimensions, pricing, and additional tags.
Order/purchase tracking Track customer orders and purchases, with details such as order due dates, customer address, item type, etc. in a single location.
Quote management Allow sales agents to create and send quotes by automatically calculating product costs and taxes and adjusting discounts.
Sales forecasting Compare historical sales data and understand bottlenecks in your production pipeline to make accurate sales forecasts.

What type of buyer are you?

Manufacturing CRMs vary in pricing and features, and the right tool for your business depends on your budget and business size. Below are two types of manufacturing CRM buyers and their chief concerns:

  • Small and midsize business buyers (up to 1,000 employees): These buyers typically have smaller software budgets, so a primary concern pricing. As a result, the right tool for them will generally be cloud-based tools that come with a low monthly or annual subscription fee and low or no upfront costs.
  • Enterprise buyers (more than 1,000 employees): These buyers are looking for software that offers advanced functionalities, such as built-in help desk software modules, and integration with existing solutions such as project management software and manufacturing execution systems.

Key considerations

In addition to features offered and the software's suitability, you must take into account some additional factors such as the deployment, integration options, and advanced functionalities.

  • Deployment options: Businesses can choose between on-premise and cloud-based manufacturing CRM solutions. The former option comes with a one-time, upfront license cost and the latter with a monthly/annual subscription fee. Small manufacturing businesses would be better off buying cloud-based solutions as the vendor takes care of software maintenance and data storage. On-premise is suitable for large businesses that have their own data center and IT team to take care of software upkeep and storage.
  • Additional functionality: Besides the common functionalities of manufacturing CRMs, such as lead and task management, some businesses might need additional features. For instance, if you're a manufacturing business that also offers product maintenance services, you'll want to look for features such as service desk, field service management, and mobile CRM. These functionalities will help your technicians and service reps resolve customer issues more quickly.
  • Integration options: The ideal manufacturing CRM should be able to integrate with the other solutions that a business currently uses. An example is integration with email marketing software, which allows businesses to seamlessly transfer customer data from the CRM to the email marketing software for launching targeted email campaigns. Likewise, businesses should check for integration with software such as project management solutions.

Note: The applications selected in this article are examples to show a feature in context and are not intended as endorsements or recommendations. They have been obtained from sources believed to be reliable at the time of publication.