Why Industrial Companies Need an Industry-Specific CRM for Complex Processes
Custom products, long sales cycles, and numerous stakeholders make sales and customer management in mechanical and plant engineering challenging. JustRelate CRM brings together customer, product, project, and service data in a central platform, creating full transparency across the entire customer journey.
Long Sales Cycles
Investment decisions in industry and mechanical and plant engineering take time. Multiple conversations, technical alignments, quotes, and project phases must be reliably documented and managed over extended periods.
Many Stakeholders in the Customer Relationship
Sales, marketing, engineering, project management, procurement, service, and management all collaborate on customer projects. Every stakeholder needs access to the same up-to-date information.
Complex Products
Machines, systems, and custom solutions require detailed product information, bills of materials, technical documents, and often individual configurations and calculations.
Customer Relationships Beyond the Sale
The customer relationship doesn't end at delivery. Maintenance, service visits, spare parts, technical inquiries, and follow-on projects make the installed base an essential part of customer management.
Turn Every Customer Interaction into the Next Revenue Opportunity
JustRelate CRM connects marketing, sales, and service, providing a seamless view of customers, projects, products, and activities. Identify opportunities earlier, manage sales prospects more effectively, and build lasting customer relationships over the long term.
Centralize
Consolidate customer, prospect, product, project, and service data in a shared information base so that all relevant team members can access up-to-date information at any time.
Structure
Map complex sales projects, individual quoting processes, multi-level bills of materials, and customer-specific workflows in a structured way within the CRM.
Connect
Integrate marketing, sales, and service along with ERP, DMS, email, telephony, and other systems into a seamless technology landscape.
Analyze
Use flexible reports, dashboards, forecasts, and sales analytics to identify opportunities, trends, and potential at an early stage and make well-informed decisions.
Built for Industry & Mechanical Engineering
From the first lead to long-term after-sales management — JustRelate CRM supports the processes that matter most to manufacturers of machines, systems, equipment, and technical solutions.
Product & Project Inquiries
Capture and qualify inquiries centrally and track sales opportunities throughout the entire sales process — even when decision-making paths are long and complex.
Complex Sales
Manage sales projects with multiple stakeholders, document customer contacts, and keep quotes, activities, appointments, and next steps in view at all times.
Quote Management
Create, calculate, and track custom quotes with single- or multi-level bills of materials. Product and service data can be connected to your ERP system and product configurator.
Marketing Management
Plan and manage events, newsletters, mailings, and other marketing activities. Transfer leads transparently into sales and establish a shared data foundation for marketing and sales teams.
Installed Base
Document machines, devices, systems, locations, products, and their history. This keeps relevant information available for sales, service, and customer support even years after the original order.
Service & After Sales
Manage tickets, maintenance, and service visits centrally. From planning through execution to on-site reporting, customer, machine, contract, product, and service data remain fully connected.
International Customer Relationships
Support international sales and service organizations with multilingual capabilities, multi-currency support, and accommodation of different time zones.
One Central Platform for Your Entire Customer Journey
In mechanical and plant engineering, information must remain accessible for many years and connect different departments. JustRelate CRM consolidates customer, machine, project, quote, and service data from multiple systems, enabling seamless support from first contact through to after sales.
ERP
Connected Processes
Connect product and service data with your ERP system and establish a consistent data foundation for sales and customer service.
Mobile
CRM in the Field
Access relevant customer and service data on the go and document visits, time entries, and activities directly on-site.
BI
Reporting & Control
Analyze sales activities, opportunities, and trends using flexible KPIs, dashboards, and visual reports.
GDPR
Compliant Processes
Support a structured and legally compliant approach to handling customer and prospect data with built-in GDPR features.
Turn Complex Sales and Service Processes into Lasting Customer Relationships
Consolidate customer, product, project, and service data, support your teams across the entire customer journey, and lay the foundation for more efficient processes and long-term customer relationships.