Your production company doesn't just need *any* CRM… Because if you make banking software, you have very different processes than if you cut eyeglass lenses. That's why it's important to choose a CRM solution that matches your way of working – flexible, personal, and focused on your industry.
At the same time, we all know the horror stories about lengthy and expensive custom-made projects. With our blueprint for growth, we do things completely differently.
First step: the Bluescan
After a sharp analysis during the Bluescan we take the right next step: the blueprint for growth. A quick and practical basic setup of the CRM system that allows you to immediately realize value from your investment. Hassle-free. Why do we choose this approachAnd how does that help your organization work more customer-centrically?
After the strategic analysis during the Bluescan, you know where your (production) company stands and which direction you want to go. But knowing isn't enough. It's precisely the translation of insights into action that makes the difference between a good report and a successful CRM implementation.
Implementation of Aurea CRM
This is precisely why we developed the growth blueprint: a standardized yet flexibly applicable basic setup for Aurea CRM. During this second step of our approach, the following aspects will receive full attention:
🔹Service contracts
The system stores all your contractual agreements regarding service and maintenance. Consider warranty periods, SLAs, or maintenance intervals.
🔹Offer Management
Quotations are centrally managed and linked to the complete customer file. This way, there is sales always insight into previous offers, margins, products, or discounts.
🔹360-degree customer view
All customer interactions—from the initial conversation to service requests—come together in one overview. This means you always have up-to-date insight into who discussed what with which customer and when.
🔹Asset management
With asset management within CRM, you keep track of which machines, installations, or products are in use by which customer. You can directly link maintenance history, manuals, or serial numbers to this.
One system, multiple benefits
What does the blueprint for growth concretely deliver? We list the main benefits:
- Quick, hassle-free implementation
The blueprint is set up at lightning speed, so your company quickly derives value from the system. No endless project, but immediate results. - Process optimization from day one
You don't start with an empty system, but with a base that already accounts for core processes in manufacturing. This is how you quickly structure your workflows. - A single, central customer view for all departments
Sales, service, and marketing will now work with the same information. This prevents confusion and speeds up collaboration between teams. - Ready for more customer-centric work
The blueprint for growth lays the foundation for customer segmentation, proactive service, and personalized communication. Exactly what you need to meet high customer expectations.
Ready for the next step
Once the growth blueprint is fully operational, your teams will already benefit from a streamlined CRM environment. But no two manufacturing companies are the same. That's why, in the next phase, we will customize your specific processes: from sales workflows to service management and after-sales.
We fully customize the CRM system to your workflow, systems, and customers. For example, consider adding logic to quotation processes, a refined customer segmentation system, or integrations with your ERP system, machinery, or planning software. We can also set up specific reports, dashboards, or workflow automation, so your employees see exactly what's relevant for their role.
The goal? To ensure the CRM system is not only technically sound but also truly works in your daily practice – whether you make glasses or banks.
