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SYSPRO’s CRM is built for manufacturers and distributors who rely on loyal relationships up and down the supply chain, efficiency, and quality to be competitive. Our complete solution pulls together data from every customer interaction and every source so you can build a customer-centric organization.
- Deliver quick, accurate, personalized service across all touchpoints, devices, and employees.
- Analyze customer and prospect behavior to shed light on hidden opportunities and risks.
- Reduce the effort and time it takes to accurately provide meaningful forecast data for production and delivery.
- Automate and standardize sales processes so qualified leads can move through the funnel faster.
- Empower sales teams and field technicians to open quotes, update contacts and histories, and access critical data while away from the office.
- Trust SYSPRO CRM to provide solutions built specifically to solve manufacturing pain points and leverage industry trends.
Take the Manufacturing CRM Virtual Tour
Experience a web-based, mobile-friendly CRM application for manufacturing and distribution that works seamlessly with your SYSPRO ERP solution.
Take Control of Your Sales Pipeline
- Manage sales pipeline with opportunity forecasting
- Maintain a complete history of activities with unlimited notes and document attachments
- Segment and classify key accounts
- Centralize contact database and know the key players in every deal
- Create and link appointments, tasks, and activities with bi-directional Outlook integration
- Track key sales milestones
- Analyze competitors, buying issues, and project trends
- Proposal and quote management
- Sales forecasting and quota management
Support Higher Levels of Service Quality
- Proactively support B2B and B2C customers with complaints, returns, and repairs
- Automate escalations
- Log and track service tickets related to serial or lot traceable items
- Affiliate and track warranty programs for inventoried items
- Remote service billing
- Maintain a complete history of service interactions with the client
- Populate and utilize the natural language knowledge base
- Perform extensive searches for problem resolution and similar tickets
- Quickly and efficiently perform product recalls
Create and Manage Targeted Marketing Campaigns
- Lead and campaign management
- Establish campaign records to track trade shows, targeted emails, or print advertising
- Define the tasks within your marketing team and centrally monitor to completion
- Track estimated budgets and actual expenses to generate ROI and cost reporting
- Illustrate real-time profitability analysis
- Execute targeted email blasts and direct mailings
The Benefits of CRM for Manufacturing and Distribution
Accurate Demand Forecasting
Visualize trends in order histories, MoM and YoY profitability, new product releases, and seasonal fluctuations, and map out patterns in order to build correct product mixes, lower inventory levels, optimize promotions, and hit revenue targets.
Automate repetitive, day-to-day tasks such as emailing, scheduling appointments, creating alerts, and syncing records. Streamline and standardize the processes that will have the biggest impact: quoting, invoicing, complaint resolution, and service ticketing.
Power Strategy with One Source of Truth
Combine real-time data from the CRM, SYSPRO ERP, and your other data sources for a complete view of each relationship. Build custom dashboards, charts, graphs, and reports that display directly within your CRM records; drill down into this data for deeper analysis.
Deploy in the cloud or on-premise. SYSPRO's CRM is a true multi-tenant, multi-database platform that can be deployed in the cloud, providing access to users across the globe on multiple devices. SYSPRO CRM for Manufacturers and Distributors can also be deployed on-premise for more secure access and higher levels of security.
Data Privacy Compliance
Consolidate private data into one single location so you can easily track consent and opt in or out preferences, and delete or change information as needed. Set up security roles at a group level to restrict visibility or modification of key data points.
Strengthen Customer & Supplier Relationships
Capture detailed interaction histories of every customer and supplier. Operations, sales, service, marketing, and customer service agents can use this data to provide a fast, accurate, and seamless experience across all devices and touchpoints.
Maximize Cross-Selling and Upselling
Analyze historic sales and service data across your territories, industries, or product lines to proactively respond and engage. CRM for Manufacturing and Distribution provides real-time insight that surfaces new cross-selling and upselling opportunities.
Enable Digital Transformation
Support new business efforts such as: expanded service offerings, manufacturer-to-customer retail, mobilization, data integration, leveraging IoT data in real-time, process automation, new product development, opening up new markets, and more.
Align Marketing with Sales
Improve conversion rates and accelerate your sales cycle. Use CRM for Manufacturing and Distribution to coordinate marketing and sales efforts to improve conversion rates and on higher-quality, sales-ready leads by tracking engagement levels and analyzing win-loss opportunities.
SYSPRO CRM Helps Manufacturers and Distributors
Focus on New Business, Not Accessing Data
“CRM for SYSPRO has been valuable for our reporting capabilities. With live SYSPRO sales data pulling into CRM, it has helped us tremendously by allowing us to see the complete product sales history for each customer.”
– Seattle Chocolates
“SYSPRO’s CRM has had a great impact on us. Our team has the ability to see sales order history, recent customer service issues, and other pertinent items related to each customer—no matter where they are.”
– Performance Machine