As a mechanical and plant engineering company you know: to be successful, a complete mapping of the complex processes along your value chain is crucial for success. This includes not only optimum quotation calculation and processing, cross-project planning and control, process-reliable design and excellent customer service after delivery of the machines and equipment.

Make yourself fit for the digital future and increase the productivity of your entire value-added chain. Impress your customers with end-to-end processes from quotation to ordering and customer service.

With the itmX crm suite for marketing, sales and customer service, you can network departments, machines and products and ensure an eXperience that inspires. With the complete SAP ERP, you have access to all relevant data at all times.

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Discover the best CRM based on SAP for the mechanical and plant engineering

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Continuous process from initial contact to invoicing

Accelerate, simplify and optimize your quotation and sales process. By networking all persons, departments and programs involved in the quotation process, you can process individual inquiries and customer requests within the shortest possible time. By integrating configuration solutions and checking the technical feasibility, you ensure precision and speed already in the quotation process and, in addition, an extraordinary eXperience.

  • Direct integration of CPQ solutions
  • Opportunity radar to assess feasibility
  • Cross-departmental collaboration through a Microsoft Team Integration
  • Quotation generation at the push of a button – including versioning of the documents in case of subsequent changes

Holistic service management

Predictive Service: Integration von IoT-Szenarien direkt in Ihre bestehende Prozess- und Systemlandschaft

  • Direct access to all service-related master data such as equipment, installed base, spare parts, parts lists, warranty information,…
  • Graphic and automated deployment planning based on qualification, location and availability of your service technicians
  • Predictive Service: Integration von IoT-Szenarien direkt in Ihre bestehende Prozess- und Systemlandschaft
  • Mobile app for service technicians with service report including digital signature
itmX service - crm; Vorschau auf Computer
itmX product Catalog Tablet

Digital field sales force

Create synergies between your analog and digital sales channels and make your sales force capable of providing information even when on the road. With a 360° view of customer data, they are well equipped and can call up information on contracts, open offers, etc. at any time. With the possibility of digital product presentation including direct order entry, tedious searching in catalogs, that may be outdated, is a thing of the past.

  • 360° view of the customer: Customer data, offers, contracts even on the road
  • Digital product presentation and order entry directly from the app
  • Mobile visit planning, implementation and follow-up

Digitize sales channels: Webshop and customer service portal

Networked customer self-service portal (B2B) including spare parts ordering directly from the exploded drawing

  • Networked customer self-service portal (B2B) incl. spare parts ordering directly from the exploded drawing
  • Webshop with direct integration into your SAP system

Different companies, similar requirements

Would you like to learn more about the possibilities itmX crm offers in mechanical and plant engineering? Our experts look forward to hearing from you.

Arrange a non-binding consultation
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You have questions? We have the answers!

In mechanical and plant engineering you are particularly dependent on fast reaction times and precise information. By using a CRM system, you network all processes along your value-added chain. In concrete terms, this means that every employee, from marketing and sales to customer service, has a holistic view of all customer and contact information and can use it efficiently. The 360° view of your customers is the basis for networked services and contributes significantly to the success of your company.

In brief:

  • Continuous and transparent process from initial contact to invoicing
  • 360° view of customers and machines
  • Optimal planning of repair and maintenance processes
  • Efficient and informative sales through direct access to all customer and machine information
  • Effective marketing campaigns through target group-specific selection options, including at equipment level
Today’s customers expect the same services from B2B companies that they are used to in the private sector through Amazon, Netflix and Co. To achieve this, a complete digitalization of all processes, areas and machines is essential. A 360° view is the basis for networked services within the company in order to meet the rapidly growing customer expectations. It thus contributes significantly to the success of the company.
In mechanical and plant engineering, efficient processes are decisive for business success. Often, however, the processes are multi-layered: Comprehensive and individual quotations must be prepared quickly, complex systems and devices often have to be calculated and designed in batch size 1. In order to be able to act efficiently here, the interaction of the departments involved is crucial for success.

In order to achieve integrated processes and to network Marketing, Sales and Customer Service, your CRM should be able to map at least the following points:

  • 360° view of customers and their machines
  • Seamless integration of CRM into the ERP system for direct access to all service-related master data such as equipment, installed base, spare parts, parts lists, warranty information
  • Direct integration of configuration solutions (CPQ)
  • Cross-departmental collaboration through integration of collaboration tools such as Microsoft Teams
  • Central contract management and versioning of documents
  • Integrated project planning software
  • Graphical and automated scheduling based on qualification, location and availability of technicians
  • Predictive Service: Integration of IoT scenarios directly into your existing process and system landscape
  • Mobile app for service technicians with service report including digital signature
  • Networked customer self-service portal (B2B) incl. spare parts ordering directly from exploded view
Our experience proves us right. With numerous customer projects in mechanical and plant engineering, we understand your industry and your requirements. The unique selling point of our CRM suite is the direct integration into SAP ERP (ECC or S/4HANA), which hardly any other provider can match. Our itmX crm suite links Marketing, Sales and Customer Service so that you always have everything in view.

An extract of our highlights:

  • Direct integration into SAP ERP (ECC or S/4HANA)
  • Networked processes from initial contact to invoicing
  • Opportunity radar to assess feasibility and profitability
  • Direct connection of external configuration solutions
  • Integration of collaboration tools like Microsoft Teams
  • Direct access to all service-related master data such as equipment, installed base, spare parts, parts lists, warranty information
  • Integration of IoT scenarios directly into your existing process and system landscape
  • Mobile app for service technicians with service report including digital signature
  • Webshop and customer self-service portal (B2B) incl. spare parts ordering directly from the exploded drawing

Learn more on the digital platform for Marketing, Sales and Service

virtual Xperience - itmX marketing
You can expect:
  • The perfect customer journey: an overview of all processes from Marketing and Sales to Service and Commerce
  • Selected experts Webinars
  • Overview of all processes and their implementation with exciting application examples
  • Factsheets and additional content
Get to the virtual Xperience

How we help you to map the complete customer lifecycle of your customers

  • Continuous processes from quotation to customer service – fully integrated into your SAP ERP
  • Mapping of the installed base and its history
  • 360° view of interested parties, customers, competitors, partners
  • Integrated collaboration tools
  • Intuitive order management including variant configuration, pricing, order lists,…
Virtual tour through digitalized processes.
  • Central contract management
  • integrated document management incl. versioning
  • MS Office 365 Integration
  • Digital product presentation and mobile order entry for your field service
  • Meaningful reporting on all sales activities
  • Predictive Service: Integration of IoT scenarios directly into existing process and system landscapes

Sounds interesting?

You can find more about CRM and process optimization in the following blog articles:

These solutions support your marketing processes

Take the next step

We are looking forward to your message. Together, we will develop a strategy to provide your customers with a consistent and personal customer experience across all channels.

Dagmar Cölln
Dagmar CöllnSenior Sales
sales@itmx.de
+49 7231 96825 10
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