Name: COSMO Discrete Manufacturing CRM
Availability: InStock

My Challenges

When it comes to the flow of information, many companies still have difficulties. As a result, important information is lost and with it potential sales opportunities. In discrete manufacturing in the sales phase, close coordination between sales and design is particularly important. Ideally, all customer information should be stored and updated centrally so that all employees can access it at any time.

But what company does everything right? Teams often don't work together in a centralized workspace, resulting in duplication of effort and coordination. If the sales department is also using Excel spreadsheets and manually entering data into the CRM system, even more time is wasted. Not to mention the potential for errors. Changes are difficult to track, and managing budgets and add-ons is extremely time-consuming.

It often happens that employees in production are also deployed in service or on site – reliable capacity planning is important here, both for production and service.

We have a plan for that.

How I will be supported

What if your company used a CRM solution that made customer relationship management incredibly easy? Your employees would have access to all the important information they need, regardless of their department or whether they’re accessing it online, on mobile, or offline.

Our solution supports the daily coordination of appointments between sales, design and work preparation. As a result, the customer activities and preferences recorded by the sales department are directly available to the design department. Your company knows the customers better and can offer a technical solution faster. Good for your customers, even better for your business.

The 360-degree view displays critical information about all installed systems at customers' sites, including any competitor products in use. Leverage this information for targeted marketing efforts. Integrated reporting with industry-specific dashboards based on Microsoft Power BI provides detailed insight into key metrics. And integration with Microsoft Dynamics 365 CRM, Microsoft Teams, and Microsoft Outlook makes all customer information available in one place.

My benefit

With COSMO Discrete Manufacturing CRM, all sales processes in the company can be evaluated and tracked in a targeted manner. Regardless of whether it is a matter of standardized products, individual projects or complex conversions.

The integration of Microsoft Dynamics 365 CRM with solutions of the Microsoft 365 platform (Teams, Outlook), Microsoft Power BI up to Microsoft Dynamics 365 Business Central, ensures cross-departmental collaboration during the sales process as well as continuous analysis of customer communication and related activities.

Your company can see the workload in production and service and can react better to unforeseen order fluctuations. Sales and orders can be planned more realistically and visualized in the shortest possible time. The integration with the familiar working environment of Microsoft 365 solutions ensures short training periods, a high level of acceptance among employees and contributes to smooth order processing.