Aurea CRM for manufacturing, retail, and business services
- Bluecore
- submarine
Each sector places different demands on a CRM solution. The strength of Aurea is that the system adapts to specific processes. Below, we discuss how Aurea adds value in the manufacturing industry, retail/wholesale, and business services.
Manufacturing: A grip on production and service
In the manufacturing industry, everything revolves around product quality, delivery reliability, and after-sales service. With Aurea, you seamlessly connect sales, planning, and service to your ERP system. This creates a single version of the truth: production orders are automatically generated from CRM, and service technicians have the necessary data at their fingertips via the mobile app, even offline. Thanks to contract and asset management, you maintain insight into warranties and maintenance.
Opportunities for the manufacturing industry
- Ketenintegratie – Integrating CRM and ERP makes the delivery of custom products more efficient and transparent.
- Service Subscriptions – With service contracts and asset management, you offer maintenance subscriptions and proactively plan work.
- Field Service Offline mobile functionality allows service teams to work on locations without internet.
Retail & Wholesale: Balancing inventory and customer loyalty
In retail and wholesale, the ability to adapt quickly is important. Aurea supports order management, inventory monitoring, marketing automation, and omnichannel customer contact. Integration with ERP ensures that deliveries and stock levels are accurate, while marketing functions help develop targeted campaigns. A good example is the case of Keune, whereby field staff always have access to customer information through route planning and mobile apps, and orders are created immediately. This led to higher customer satisfaction and more efficient service.
Opportunities for retail/wholesale
- Omnichannel marketing Personalized campaigns based on purchasing behavior.
- Inventory integration – CRM and ERP work together to prevent overselling or out-of-stock situations.
- Mobile Sales – Field staff place orders directly while on the go and have access to real-time pricing and inventory information.
Business Services: Better customer relationships and projects
Service providers such as membership organizations or consulting firms often have long-term customer relationships and many case files. With Aurea, you manage customer files, contracts, and service requests in one system. For Social Work Netherlands A new CRM interface led to better adoption and more efficient workflows. Thanks to the combination of CRM, marketing, and support, you always have relevant customer information and can proactively respond to needs.
Opportunities for business services
- Relationship management – Record all communication, appointments, and documents centrally.
- Project and ticket management Integrate projects and service cases so teams can collaborate effectively.
- Member Management – It’s easy for clubs and trade associations to manage membership dues, events, and mailings.
Frequently Asked Questions by Sector
Is Aurea suitable for small production companies?
Yes. The modular design also makes it an attractive option for smaller manufacturing companies. You can start with basic features and expand later.
Can we plan our existing routes?
With the mobile apps, you can plan routes and book appointments directly. Keune case illustrates how field service teams work more efficiently with this.
How does Aurea support service contracts?
Contract and asset management are part of the service module. You register contracts, schedule preventive maintenance, and link this to customer data.
Can we also run marketing campaigns with Aurea?
Step 4 of our approach is all about user adoption. In weekly sprints, we deliver new features and train employees right away. This builds buy-in and ensures that users are involved in the new way of working from day one.
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