Maximize Efficiency with Microsoft Dynamics 365 for Manufacturing

Manufacturing growth brings two key scenarios: scaling production and keeping pace with technology and customer demands. Fall behind data-driven competitors, and you risk losing ground. Dynamics 365’s CRM capabilities for manufacturing is your solution.

It’s not just about operations – it offers flexibility, visibility, and insights to optimizing sales, marketing, and field service too. Imagine targeted campaigns, faster deals with accurate data, and streamlined customer interactions.

Explore the possibility of Dynamics 365 for manufacturing with AlphaBOLD as your partner!

Struggling with Inaccurate Demand Forecasting?

Accurately predicting customer demand is crucial for companies like yours to avoid excess inventory or stockouts. Traditional methods of demand forecasting can be unreliable. A CRM can analyze sales data and customer interactions to provide more accurate forecasts, allowing you to optimize production schedules and resource allocation.

Tired of Siloed & Disorganized Data?

Manufacturing companies often rely on scattered information like spreadsheets, emails and even tangible notes to track customer interactions. This makes it difficult for sales, marketing, and customer service teams to have a unified view of the customer and provide consistent service. A CRM consolidates all customer data into one central location, accessible by authorized personnel across the company.

Stuck in Reactive Customer Service Mode?

Today’s manufacturing customers expect prompt, efficient service, yet outdated systems can lead to long wait times and frustrated clients. Without a CRM, it can be difficult for customer service reps to access customer history and provide personalized service. This can lead to frustrated customers and lost business. A CRM provides a complete custom service history, enabling reps to resolve issues quickly and efficiently.

Overwhelmed by Field Service Scheduling?

Scheduling and dispatching technicians for installations, maintenance, repairs and other field service activities can be a complex task. Traditional methods often rely on spreadsheets, phone calls, and manual communication. A CRM can automate scheduling by considering factors like technician location, skill sets, job urgency, and travel time. This helps optimize dispatching, reduces travel time and costs, and improves first-time fix rates.

Is Your Reporting & Visibility Limited?

Manufacturing companies often lack real-time visibility into sales performance and customer trends. Manual reporting can be time-consuming and error-prone. A CRM provides insightful dashboards and reports that allow companies to track key metrics, identify areas for improvement, and make data-driven decisions.

Why You Need Both ERP & CRM

While an ERP excels at internal efficiency, it can’t nurture and strengthen customer connections. That’s where a CRM system comes in. By integrating a CRM alongside your ERP, you can create a powerful one-two punch, ensuring operational excellence and fostering strong customer relationships- the perfect recipe for sustainable growth and success.

Here’s why manufacturers like you need both ERP & CRM:

  • Unified Customer View: Imagine having all your customer interactions – sales quotes, service requests, purchase history – in one place. A CRM eliminates siloed data, giving your sales, marketing, and customer service teams a complete picture of each customer.
  • Boost Sales Efficiency: Stop wasting time chasing leads through endless emails and scattered notes. A CRM streamlines lead nurturing, automates tasks, and empowers data-driven sales decisions.
  • Happy Customers, Repeat Business: Provide exceptional customer service with a CRM. Access detailed service history to resolve issues quickly and personalize interactions, fostering stronger relationships and repeat business.
  • Accurate Demand Forecasting: CRM customer data combined with ERP production information allows for more precise forecasting. This translates to optimized production schedules, reduced costs, and happier customers who get what they need, on time.

Are you already using Dynamics 365 Finance or Supply Chain Management for your ERP needs? Microsoft Dynamics 365 offers a seamlessly integrated CRM solution!

Why Do Manufacturers Need an Integrated CRM?

Integrating and analyzing data across sales, marketing, field, and customer service functions is paramount in an industry as elusive and competitive as manufacturing. Manufacturers must adopt agile, customer-centric approaches for quick strategy and operations pivots. Those who fail to embrace this change may struggle with inefficiencies, lost revenue opportunities, and diminishing customer loyalty. To remain competitive and sustainable, businesses must leverage integrated platforms like Microsoft Dynamics 365 CE for manufacturing. Here’s how an integrated CRM empowers manufacturers:
Unified Customer View Improved Sales Pipeline Visibility Data-Driven Decision Making Streamlined Campaigns & Procceses Enhanced Customer Loyalty

Gain a 360-degree view of your customers, including buying habits, service interactions, and past purchases and field service requests.

 

 

 

Track sales data and performance, as well as quotes in real-time, allowing sales teams to focus on prioritizing tasks and achieving targets with readily available information

 

 

 

Integrate production data with sales and customer data to identify trends, optimize production forecasts, and anticipate customer needs.

 

 

 

Automate tasks across departments, eliminate data silos and improve communication and collaboration across the organization.

 

 

 

 

Foster stronger customer relationships through proactive service, efficient warranty claim processing, and personalized communication supported by customer and field service tools.

 

Unified Customer View
Gain a 360-degree view of your customers, including buying habits, service interactions, and past purchases and field service requests.
Improved Sales Pipeline Visibility
Track sales data and performance, as well as quotes in real-time, allowing sales teams to focus on prioritizing tasks and achieving targets with readily available information
Data-Driven Decision Making
Integrate production data with sales and customer data to identify trends, optimize production forecasts, and anticipate customer needs.
Streamlined Campaigns & Procceses
Automate tasks across departments, eliminate data silos and improve communication and collaboration across the organization.
Enhanced Customer Loyalty
Foster stronger customer relationships through proactive service, efficient warranty claim processing, and personalized communication supported by customer and field service tools.

Dynamics 365 Manufacturing CRM

Dynamics 365 manufacturing CRM is the key to unlocking a unified customer experience and streamlined functionalities. This powerful suite goes beyond traditional CRM solutions, offering a set of integrated applications that can help manufacturers take control of their business’s internal and external processes. Unlike other cloud manufacturing solutions that may lack robust features, Dynamics 365 is designed to empower manufacturers with advanced analytics, AI-driven insights, and automation capabilities. Streamline your sales process, from lead generation to post-sale service, automate marketing campaigns, enhance customer interactions, and tackle the challenges of today’s manufacturing landscape effectively with Dynamics 365.
Dynamics 365 Sales Dynamics 365 Marketing Dynamics 365 Field Service Dynamics 365 Customer Service
Close complex deals faster by leveraging Dynamics 365 Sales for manufacturing. Tailor your sales strategy to the unique demands of B2B manufacturing cycles and customer requirements. Utilize built-in digital intelligence to predict customer needs and manage relationships at scale. Integrate with supply chain management to ensure accurate quotes that reflect current material costs and production schedules, facilitating a transparent and informed sales process.
With Dynamics 365 Marketing, manufacturers can craft targeted campaigns that resonate with a niche market. Employ account-based marketing strategies to engage key accounts with personalized content. Utilize IoT signals and product usage data to inform and automate lead scoring, ensuring your sales team focuses on opportunities with the highest buying propensity. Monitor the ROI of your marketing efforts with detailed analytics tied to your sales data.

Streamline manufacturing Service with Dynamics 365 Field Service. Optimize scheduling, dispatch technicians with real-time data, and leverage IoT for predictive maintenance. Reduce downtime, boost efficiency, and keep your manufacturing operations running smoothly.

 

 

 

 

 

 

Upgrade your customer service with Dynamics 365 Customer Service by effectively managing warranties and service agreements and reducing downtime through proactive service alerts. Implement a seamless, omni-channel support system that provides real-time information on product issues and facilitates rapid response. Use predictive insights to anticipate service needs and deploy resources efficiently, enhancing customer trust and loyalty in your manufacturing brand.
Dynamics 365 Sales
Close complex deals faster by leveraging Dynamics 365 Sales for manufacturing. Tailor your sales strategy to the unique demands of B2B manufacturing cycles and customer requirements. Utilize built-in digital intelligence to predict customer needs and manage relationships at scale. Integrate with supply chain management to ensure accurate quotes that reflect current material costs and production schedules, facilitating a transparent and informed sales process.
Dynamics 365 Marketing
With Dynamics 365 Marketing, manufacturers can craft targeted campaigns that resonate with a niche market. Employ account-based marketing strategies to engage key accounts with personalized content. Utilize IoT signals and product usage data to inform and automate lead scoring, ensuring your sales team focuses on opportunities with the highest buying propensity. Monitor the ROI of your marketing efforts with detailed analytics tied to your sales data.
Dynamics 365 Field Service
Streamline manufacturing Service with Dynamics 365 Field Service. Optimize scheduling, dispatch technicians with real-time data, and leverage IoT for predictive maintenance. Reduce downtime, boost efficiency, and keep your manufacturing operations running smoothly.
Dynamics 365 Customer Service
Upgrade your customer service with Dynamics 365 Customer Service by effectively managing warranties and service agreements and reducing downtime through proactive service alerts. Implement a seamless, omni-channel support system that provides real-time information on product issues and facilitates rapid response. Use predictive insights to anticipate service needs and deploy resources efficiently, enhancing customer trust and loyalty in your manufacturing brand.

AlphaBOLD: Empowering Manufacturers with Dynamics 365 CRM

AlphaBOLD partners with manufacturers worldwide to unlock the full potential of Dynamics 365 CRM. We go beyond simply implementing these CRM applications; we leverage our extensive experience and in-depth industry knowledge to refine your sales, customer service, and marketing strategies.

Why Choose AlphaBOLD?

  • Proven Expertise: We’re not just consultants; we actively use Dynamics 365 manufacturing CRM in our operations. This firsthand experience ensures we deliver the most effective solutions for your business.
  • Award-Winning Approach: Our commitment to transforming manufacturing processes is recognized by Microsoft’sprestigious MSUS Partner Award, a testament to our impact on the industry.
  • BOLDRoute:  We’ve developed a unique implementation methodology called BOLDRoute, combining our vast experience, industry insights, and core values. This ensures your Dynamics 365 manufacturing CRM solution is tailored to your needs and challenges, driving measurable results.
Advanced AI & Analytics
Sales Analytics & Forecasting
Predictive & Preemptive Maintenance
Customer Insights & Personalization
Churn Prediction & Customer Retention
Efficient Scheduling & Resource Management

CRM Success Stories

Infographic show CALPINE CORPORATION STREAMLINES CUSTOMER SERVICE AND DISCOVERS THE UNTAPPED VALUE OF DATA WITH ALPHABOLD

Calpine Corporation Streamlines Customer Service and Discovers The Untapped Value Of Data With AlphaBOLD

AlphaBOLD enabled Calpine Corporation to overcome customer service and data management challenges by implementing a Microsoft Dynamics 365 for manufacturing solution. Leveraging Microsoft Power Platform, Dataverse, Dynamics 365, and Azure APIs, the solution provided visibility, integrated systems, and centralized data, enhancing customer service, streamlining processes, and driving market analysis and engagement.

AlphaBOLD Revamps JWC Environmental’s Contact Center Solution

AlphaBOLD successfully revamped JWC Environmental's contact center solution by integrating Microsoft Unified Service Desk with Dynamics 365, significantly enhancing customer service efficiency and process flow. This innovative solution provided call center technicians with swift access to case information and a 360-degree view of client data, transforming the quality of customer interaction.

AlphaBOLD revamps JWC Environmental's contact center solution

How AlphaBOLD Partnered With TaylorMade To Streamline Their Internal Processes And Get More Revenue, Productivity, And ROI

AlphaBOLD's partnership with TaylorMade leverages Dynamics 365 for manufacturing and enhances internal processes, revenue, productivity, and ROI. This collaboration solved challenges in data integration, customer service, and order management, showcasing a successful digital

Dynamics 365 for Manufacturing Pricing

If pricing is holding you back from implementing Dynamics 365 CRM for your manufacturing business, don’t worry! AlphaBOLD can create a tailored solution where you only pay for the needed modules or apps. Take the first step towards a more efficient and cost-effective future. Contact AlphaBOLD today to explore a Dynamics 365 CRM solution that fits your budget and elevates your manufacturing capabilities.

READY TO GET STARTED?

AlphaBOLD’s team of dedicated CRM consultants has enabled our customers across various industry verticals to utilize Microsoft Dynamics 365 for manufacturing. With over 50 years of combined experience in addressing manufacturing complexities, we know exactly what tools, customizations, and processes are necessary to effectively engage with your clients, streamline your operations, and ensure your business is prepared for the future. 

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FAQs

Dynamics 365 for Manufacturing uses a subscription-based pricing model with various tiers depending on the features and functionalities required by your business. We recommend contacting AlphaBOLD for a free discovery call to discuss your needs and receive a customized quote. This ensures you get the most suitable Dynamics 365 plan for your manufacturing operation.
AlphaBOLD’s pricing model for Dynamics 365 Manufacturing CRM is based on your specific business needs, the implementation scale, and the customization level required. We offer scalable solutions that can grow with your business, and we recommend contacting us for a detailed quote.
Dynamics 365 is a cloud manufacturing solution that provides real-time insights into production workflows and enables manufacturing leads to optimize planning and scheduling. It enhances visibility across the supply chain, allowing for proactive adjustments to production schedules based on demand forecasting and capacity constraints.
Yes, Dynamics 365 for Manufacturing offers robust integration capabilities with leading ERP systems, allowing you to streamline data flow and eliminate data silos for a more unified business view.
Implementation timeframes can vary depending on the complexity of your needs and the customization level required. AlphaBOLD employs the BOLDRoute methodology, ensuring an efficient implementation process tailored to your specific situation.
Yes, Dynamics 365 is highly customizable and can be tailored to fit your manufacturing operations’ unique processes and requirements. It offers flexibility to adapt to different manufacturing modes, whether you’re involved in discrete, process, or lean manufacturing.
Each application within Dynamics 365 CRM brings its specialized analytics and reporting to enhance different facets of manufacturing operations. Dynamics 365 Field Service provides service efficiency analytics, utilizing predictive insights to optimize field operations and resource scheduling. Dynamics 365 Customer Service delivers critical customer satisfaction and case resolution metrics, enabling continuous improvement of customer support. For sales management, Dynamics 365 Sales offers detailed reports on sales performance and pipeline health, aiding in strategically planning sales activities. Meanwhile, Dynamics 365 Marketing allows for a deep dive into campaign effectiveness and customer engagement, helping to maximize marketing ROI.