CRM for the mechanical
and plant engineering sector

Traditionally, the German mechanical and plant engineering sector has always been very strong. Competitors from low-wage countries are squeezing the market, and competing companies also want to increase their exports. In the battle for market shares customer satisfaction is a deciding factor for strategic success.

Your CRM software requirements

  • Mapping complex process landscapes and optimizing processes.
  • Stay competitive by reducing costs.
  • Collaboration between departments and sites.

The benefits

The keys to staying competitive are: high-quality products, optimized efficiency and reduced costs. CRM software helps you to find the right balance between these factors so that you can fine tune your success. Our solutions provides support to mechanical and plant engineers for customer support and when issuing quotes.

A CRM system helps mechanical and plant engineering companies organize their complex process landscapes in such a way that they are able to meet all their customers' specific demands. The key to making this work is a central database containing all your customer and machine information.

CRM helps to mesh sales, marketing and service tightly together. The consistent flow of information within and between countries facilitates first-class service. And interfaces between CRM, ERP and PPC systems ensure that all the information is available in one place.

CAS genesisWorld is tailored to meet the specific requirements of your sector. This flexible CRM solution helps you manage customer information throughout your company.

Go to the CAS genesisWorld Web page

  • Central customer dossier
    A complete record of your customers and machines is extremely useful. The CRM system's customer dossier displays all relevant information about your customer: phone notes, e-mails, dealers' addresses, contact persons, service inquiries, contractual information, and so on. All authorized personnel have instant access to all the necessary information - reducing the time spent on acquiring information to a minimum.
  • Address management
    The smart address management features let you effortlessly manage your addresses. All addresses are stored centrally: customers, suppliers, employees, and so on. The search function allows you to specify various search criteria.
  • Integrated project and process management
    The CRM system, CAS genesisWorld, can be used by your Product Development team to manage projects and product portfolios. Since you can link all data records with each other, you will be able to instantly identify relationships. By linking tasks, suppliers' addresses, and appointments you are able to map your processes clearly. You can also assign a customer request to a specific employee so that it can be processed quickly and efficiently.
  • Project planning and controlling
    The Project module helps you to plan and manage your projects effectively and efficiently. Project controlling ensures time and cost-oriented project management. All this means you can plan and structure your projects precisely.
  • Effective sales management
    CAS genesisWorld helps to increase productivity of your sales force. With this CRM tool your sales people can analyze their sales figures and manage their leads, shortening the sales cycle and allowing them to identify new sales opportunities in good time. Furthermore, the field sales personnel are also included in the processes.
  • Analysis and forecasts
    When you create reports - tasks, sales opportunities, sales figures - the CRM system has access to all data and can therefore carry out an exact analysis. You can also choose from a variety of report templates. You can schedule analyses to be carried out automatically at specific times, saved, and sent to selected employees.

Interested? Contact us.

Contact us to arrange a free consultation. We are available Mondays to Fridays from 8:00 to 18:00: