What is a Modern CRM and Why You Should Use One - Episode 7 of The TechOps Podcast

June 6, 2023
What is a Modern CRM and Why You Should Use One - Episode 7 of The TechOps Podcast

Dan dives into modern CRMs, how they've changed, and how you can make one work as a manufacturer


With the advent of digital transformations and new business models, it has become crucial for manufacturing companies to adopt advanced tools to elevate their productivity and streamline operations. A notable asset to consider is the Modern Customer Relationship Management (CRM) system. This blog post delves into the specifics of modern CRM systems tailored to the unique needs of manufacturing businesses, focusing on the features and benefits they can provide, and why they are essential for achieving operational excellence.

Outline of Episode with Major Points

The Modern CRM in Manufacturing

Over time, CRM systems have evolved from simple tools for sales and customer management into comprehensive platforms that integrate diverse business functions. Modern CRM systems bridge marketing, sales, and data analytics, providing an overarching view of the company's customer interactions.

These platforms bring automation and analytics to the forefront, aiding manufacturing companies in better understanding their customers' journey, right from the initial product inquiry to the final purchase and beyond. The enhanced level of automation can significantly improve operational efficiency, even with a small team.

Identifying the Need for a Modern CRM in Manufacturing

If your manufacturing business is experiencing lead losses in the transition from marketing to sales, inconsistency in messaging, difficulty in tracking return on investment (ROI) for marketing initiatives, or facing complexities in managing a diverse product range, it's a strong indicator that your business needs a modern CRM.

Furthermore, reliance on outdated, manual processes that slow down your operations and hinder growth are signs that it's time to embrace a CRM system.

Benefits of a Modern CRM for Manufacturing Companies

Modern CRM systems come with several advantages that can transform the way manufacturing companies operate. These platforms enable the sales team to have access to critical customer and product information, fostering a more personalized and efficient sales approach.

Moreover, these systems provide potent data analytics, enabling manufacturing businesses to predict and understand customer behavior accurately. They also improve cross-departmental communication, ensuring seamless operations and more effective execution of business strategies.

Key Takeaways

1. Adoption of a Modern CRM is Essential for Manufacturing Companies: Contemporary CRM systems are dynamic platforms that seamlessly integrate various business functions. Designed to drive efficiency and streamline operations, they are indispensable tools for manufacturers seeking growth.

2. Recognizing the Need for a Modern CRM: Symptoms such as lost leads, inconsistent messaging, issues with ROI tracking, and inefficient manual processes signal the need to transition to a modern CRM system.

3. Numerous Benefits of Modern CRM: Modern CRMs facilitate a more personalized and efficient sales process, provide powerful data analytics, and enhance cross-departmental communication. These features can revolutionize the way manufacturing businesses operate.

4. Transitioning to a Modern CRM: The transition involves understanding how the lack of a modern CRM impacts your manufacturing business, researching various CRM providers, trying out free trials, and enlisting the expertise of a third-party for implementation.

Modern CRM systems are indeed the future of customer relationship management in the manufacturing sector. Their potential to drastically improve operations and customer relations makes them a strategic choice for manufacturers. If your manufacturing business has not yet embraced these progressive systems, it's time to consider this transformative move.

Next Steps - Step-by-Step Guide to Adopting a Modern CRM in Manufacturing

1. Recognizing the Need

The initial step involves understanding the need for a modern CRM system. As mentioned earlier, symptoms such as lead leakage, inconsistency in messaging, difficulty in tracking ROI, and a high reliance on manual, time-consuming processes signal the need for a change. Companies should audit their current processes, identify gaps, and acknowledge the specific challenges that a CRM system could solve.

2. Researching the Market

After recognizing the need, it's essential to research available CRM platforms. The market is filled with diverse offerings, and it's crucial to find a CRM that fits the specific needs of your manufacturing business. Consider factors such as ease of use, integration capabilities, scalability, and customer support while assessing different options.

3. Trying Out Potential CRM Platforms

Once you've narrowed down potential options, use free trials or demos that most CRM vendors offer. This allows your team to get a feel for the platform and evaluate whether its features align with your operational requirements. It's beneficial to involve users from different levels within your organization during this phase to gather various perspectives.

4. Enlisting Expert Assistance for Implementation

A CRM system's implementation can be complex and time-consuming. To avoid common pitfalls and ensure a smooth transition, consider hiring a third-party expert or consulting with the CRM vendor. They can provide invaluable advice and support, facilitate the training of your staff, and ensure the system is properly integrated with your existing infrastructure.

By following these steps, manufacturing companies can successfully transition to a modern CRM system, leading to improved operational efficiency, enhanced customer relationships, and overall business growth. The adoption of a modern CRM isn't just a software change; it's a transformative shift that can fundamentally alter how a manufacturing company operates and interacts with its customers.

Looking for help with picking out a CRM or syncing it to other systems?

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