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实例探究 > Integrated CRM brings business benefits

Integrated CRM brings business benefits

技术
  • 应用基础设施与中间件 - 数据交换与集成
  • 功能应用 - 企业资源规划系统 (ERP)
适用行业
  • 电子产品
  • 设备与机械
适用功能
  • 商业运营
  • 质量保证
  • 销售与市场营销
服务
  • 软件设计与工程服务
  • 系统集成
挑战
Extronics, a fast-growing specialist manufacturer and supplier of electrical and electronic equipment for hazardous areas, faced the challenge of managing customer relationships and integrating various business functions. The need for a robust and capable Customer Relationship Management (CRM) system that could seamlessly integrate with accounting, manufacturing, and back-office functions was paramount. The existing stand-alone CRM systems were not sufficient to meet the growing demands of the company, leading to inefficiencies and potential data silos. The company required a solution that could provide a comprehensive view of customer interactions, streamline the sales process, and enhance overall operational efficiency.
关于客户
Extronics is a Cheshire-based company specializing in the manufacturing and supply of electrical and electronic equipment designed for use in hazardous areas. The company has experienced rapid growth and is recognized for its expertise in providing high-quality, reliable products that meet stringent safety standards. Extronics serves a diverse range of industries, including oil and gas, pharmaceuticals, and chemicals, where safety and reliability are critical. The company is committed to innovation and continuous improvement, striving to meet the evolving needs of its customers through advanced technology and exceptional service. With a focus on customer satisfaction and operational excellence, Extronics has established itself as a trusted partner in the industry.
解决方案
Extronics implemented the WinMan CRM system, which is integrated into a complete ERP solution, to address its challenges. The WinMan CRM system is task-led, creating task lists for individuals, functions, and departments against each opportunity or project. This integration allows for seamless management of customer information, quote generation, and order processing within a single platform. The system stores information in various ways, ensuring that data related to companies, contacts, and projects are easily accessible and linked appropriately. Support cases, including technical support calls and nonconformances, are logged within the CRM, providing sales staff with insights into potential issues. The CRM data is utilized for forecasting and analysis, enabling production to make efficient forward purchasing decisions and track quote conversion rates. Additionally, the integrated document management and engineering change control capabilities provide traceability and link back to customer-specific requirements.
运营影响
  • The integrated CRM system has streamlined the sales process by providing a comprehensive view of customer interactions and opportunities.
  • The task-led approach of the CRM system ensures that tasks are clearly defined and assigned, improving accountability and efficiency.
  • Support cases and nonconformances are logged within the CRM, providing valuable insights for sales staff and enhancing customer service.
数量效益
  • The integrated system has eliminated the need for a stand-alone CRM, reducing software costs by 20%.
  • The streamlined sales process has increased quote conversion rates by 15%.
  • The efficient production planning has reduced lead times by 10%.

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