In addition to the complexity of their products, companies in the machinery and equipment industry face other challenges such as long sales cycles, customer-specific requirements, intense competition, and international markets.

CRM can help these companies compete and grow. 

This requires establishing end-to-end marketing and sales processes and fostering collaboration between departments. A CRM system gives everyone in the company an up-to-the-minute view of a customer's relationship, from inquiry to delivery, installation, maintenance, and replacement investments.

In the business initiation phase, efficient lead management supports the development of new prospects and inquiries.

In addition to off-the-shelf products, the machinery and equipment industry also produces custom-engineered products. This requires close collaboration between the customer's and your company's teams. When it comes to capturing specific requirements, opportunity management in CRM provides the necessary overview. The creation of quality gates professionalizes all the steps leading up to the quotation.

After the sale, customers in the mechanical engineering industry often require comprehensive customer service and support to ensure their own operational readiness. CRM systems support both field service and service teams, and extend to connecting machines and equipment at the customer site to your CRM.

Integration between CRM and ERP is critical. CRM vendors often offer configurable tools for integrating with popular ERP systems. The same goes for connecting to email, instant messaging, and social media platforms.