As a mechanical and plant engineering company, you know that in order to be successful, a complete mapping of the complex processes along your value chain is crucial for success. In addition to optimal quotation calculation and processing, this includes cross-project planning and control, process-reliable design and excellent customer service after delivery of the machines and equipment.

Get fit for the digital future and increase the productivity of your entire value chain. Impress your customers with end-to-end processes from quotation to ordering to 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. Thanks to the complete SAP ERP integration (ECC or S/4HANA), you have access to all data relevant to you at any time.

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

End-to-end process from initial contact to invoicing

Accelerate, simplify, and streamline your quotation and sales process. By networking all people, 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 right from the quotation preparation stage and also for an extraordinary Xperience.

Direct integration of CPQ solutions
Opportunity radar to assess feasibility
Cross-functional collaboration through Microsoft Teams integration
Quotation at the push of a button – incl. Versioning of documents in case of subsequent changes

Holistic service management

Give your customer service a competitive edge. Thanks to the direct integration into your SAP ERP system, you have direct access to all service-related master data at any time – both online and offline. Thanks to the integration of IoT scenarios into your existing process and system landscape, you know before your machine when the next maintenance is due or when a component wears out.

Direct access to all service-related master data such as equipment, installed base, spare parts, parts lists, warranty information,…
Graphical and automated resource planning based on the qualifications, location and availability of your service technicians
Predictive Service: Integration of IoT scenarios directly into your existing process and system landscape
Mobile app for service technicians with service report incl. digital signature

Digital Field Sales Service

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 are also on the go
Digital product presentation and order entry directly from the app
Planning, execution and follow-up of visits on the go

Digitising sales channels: webshop and customer service portal

Gear up for digital selling. Today, your customers inform themselves online and often make their purchase decision directly here – so give them the chance to buy your products online. With an integrated self-service portal, you also give your customers the opportunity to order spare parts themselves, even directly from the exploded view – this way you ensure that you have more Xperience.

Networked customer self-service portal (B2B) incl. Spare parts order directly from the exploded view
Webshop with direct integration into your SAP system

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

Arrange a non-binding consultation

These companies already rely on us:

Brückner Maschinenbau 💚 itmX

“The tip of the scales was the complete SAP integration of itmX CRM, as this was the basic prerequisite for us to introduce a CRM system – without interfaces!”

Markus Wendlinger, BRÜCKNER MASCHINENBAU GmbH & Co. KG

Do you have any questions? We have the answers!

What advantage do machine and plant manufacturers have with a CRM system?

In mechanical and plant engineering, you are particularly dependent on fast response times and precise information. By using a CRM system, you connect all processes along your value chain. In concrete terms, this means that every employee, from marketing to sales and 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.

Summary:

End-to-end 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, e.g. at equipment level

How can a CRM drive the digitalization of business processes?

Today, customers expect the same services from B2B companies that they are used to in the private sector from Amazon, Netflix and Co. To achieve this, complete digitalization of all processes, areas and machines is essential. A 360° view is the basis for networked services in the company to meet the rapidly growing customer expectations. It thus makes a significant contribution to the company’s success.

What should a CRM for a machine and plant manufacturer definitely include?

In mechanical and plant engineering, efficient processes are crucial for business success. Often, however, the processes are multi-layered: Extensive and individual offers have to be prepared quickly, and 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 decisive for success.

In order to achieve end-to-end processes and connect 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 the 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 technician qualifications, location and availability
Predictive Service: Integration of IoT scenarios directly into your existing process and system landscape
Mobile app for service technicians with service report incl. digital signature
Networked customer self-service portal (B2B) incl. Spare parts order directly from exploded view

Why is the itmX crm suite the best choice for a mechanical and plant engineering company?

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 map. Our itmX crm suite connects marketing, sales and customer service so that you always have everything in view.

An excerpt 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 such as 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 incl. digital signature
Webshop and customer self-service portal (B2B) incl. Spare parts order directly from the exploded view

Modern Workplace in Mechanical and Plant Engineering – harness the power of Microsoft 365 and the best CRM for SAP customers

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But that’s not all – itmX crm can do a lot more

Continuous processes from quotation to customer service – fully integrated into your SAP ERP
Mapping of the installed base and its history
360° view of prospects, customers, competitors, partners
Integrated collaboration tools
intuitive order management incl. variant configuration, pricing, order lists,…

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

These solutions support your processes

itmX marketing

With itmX marketing, you accompany your customers during the entire customer journey and provide your employees with useful tools for lead nurturing, campaign management or marketing automation.

Learn more about itmX marketing

itmX sales

With itmX sales, you can hold consultations that will be remembered. Thanks to the full SAP integration, your sales department always has the most up-to-date data at hand – online and offline. This means that nothing stands in the way of optimal visit planning.

Learn more about itmX sales

itmX service

With itmX service, you can generate new business opportunities from your customer service. Thanks to direct access to SAP ERP, your service technicians also have all relevant information at hand at all times and can thus help your customers in the best possible way.

Learn more about itmX service

itmX commerce

With itmX commerce , you can add the digital component to your classic sales and provide your customers with a first-class shopping experience. Thanks to the integrated Product Information System (PIM), which directly accesses SAP master data, your product data is always up-to-date – without duplicate data maintenance.

Learn more about itmX commerce

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 CöllnSenior Sales

sales@itmx.de
+49 7231 96825 10

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The best CRM for SAP-customers in mechanical and plant engineering

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