DELMIAWorks Customer Relationship Management (CRM)

Maintain a positive experience for your manufacturing customers

DELMIAWorks Customer Relationship Management (CRM) Overview

The DELMIAworks Customer Relationship Management (CRM) program provides your employees with the information and tools they need to deliver an exceptional customer and supplier experience. Whether it is Sales, Marketing or Customer Service, CRM allows you to optimize the time spent on developing and maintaining successful relationships and maximizing opportunities.

Because CRM is embedded into the DELMIAworks ERP system (formerly IQMS), there is no redundant data entry and CRM supports complete access to all ERP related data. CRM allows you to catalog information from initial marketing campaigns and sales contacts through quoting, customer orders, production, shipping, invoicing, payment and RMA cycles.

Key Benefits

Synchronize CRM with email to push and pull or create new contact information seamlessly between the programs, as well as log notes and set up calls, meetings and tasks. CRM enables you to capture, manage and track every interaction with customers and suppliers in one place — putting everything in front of your sales and customer service people right when they need it.

  • Track the entire customer and supplier business relationship in a single centralized view
  • Proactively manage customer needs and opportunities
  • Increase customer service levels
  • Gain an overall view of sales and support activities
  • Automate routine and repetitive tasks such as mass mailings
  • Single database eliminates the need for entry into multiple systems
  • Attach documents to various activities for ease of access and viewing
Module Demonstration

Learn about DELMIAWorks Customer Relationship Management (CRM)

DELMIAWorks Customer Relationship Management (CRM) Features

Entity Specific Reporting and Visibility

  • Customer, supplier and partner support management. Manage all your business support interactions in one system. All notes, calls, meetings and tasks can be easily accessed and reviewed. Our drag and drop e-mail correspondence feature makes easy work of archiving communication.
  • PDA, tablet and smart phone enabled. Traveling employees will now have instant access to customer details, open activities, contact listings, quotes, inventory and workflow information in real time while on the go.
  • Complete visibility of ALL customer interactions. A single, central database of information not only eliminates the need to enter duplicate information, but also promotes information sharing among all departments. The seamless information workflow ensures all your customer-facing departments work more efficiently together to meet your customers' needs.
  • Link supporting detail directly to customer or supplier calls. Link and drill down to other DELMIAWorks software modules such as Bill of Materials, manufacturing inventory items, order management, shipping management , invoices, POs, BOL's,  RMA's,  Corrective Action Request (CAR)corrective actions, PLM and more.
  • Complete sales, support, purchase and shipping history. Our CRM module accesses the ERP database, giving you everything from the beginning of the sales cycle including quotes, notes and meeting activity through the production, shipping and return process.
  • Customer/Supplier service tracking and answer book. A knowledge base repository allows for links to previous support issues and resolutions, warranty and service tracking, company procedures or standard protocols to encourage consistent and quick review.
  • Complete sales, support, purchase and shipping history. Our CRM module accesses the ERP database, giving you everything from the beginning of the sales cycle including quotes, notes and meeting activity through the production, shipping and return process.
  • Customer/Supplier service tracking and answer book. A knowledgebase repository allows for links to previous support issues and resolutions, warranty and service tracking, company procedures or standard protocols to encourage consistent and quick review.
  • Integrated event calendar and alert system. Schedule and track appointments, demos, follow-up support, sales calls and more.
  • Track sales opportunities and marketing campaigns. Track the success of promotional campaigns and sales opportunities for effectiveness and to better determine new revenue sources. Manage mass mailings, quotes, projects and all activities tied to each particular instance.
  • Complete "support" and call center functionality. Track in detail customer, supplier, or partner issues. Multiple events, attached documentation, links to inventory and quality and user-defined category information are readily available from one record for easier resolution.
  • Central storage. Review all customer, vendor, or partner activities from one screen to gain instant familiarity with history, user defined alerts, distributions lists and more, thus providing access to information to all employees.
  • Emails and Alerts. Options to send messages and business activity alert and notifications via email.
3DS Logo

About DELMIAWorks

An end-to-end ERP System developed with a “shop floor first” focus to help mid-market manufacturers increase efficiency and visibility of performance on the plant floor

Supporting the Growth of Manufacturers

Whether you use a build-to-order or build-to-stock supply chain model, DELMIAWorks systematically streamlines manufacturing across process, discrete, and repetitive manufacturing environments. DELMIAWorks specializes in providing a comprehensive ERP solution for mid-market manufacturers to stay lean, agile, competitive, and compliant. The DELMIAWorks system is a scalable solution that can expand and grow with you, regardless of your company size.

  • A startup or small manufacturing company looking to transition from QuickBooks and spreadsheets,
  • A mid-size manufacturer looking to increase the visibility of operations across multiple locations,
  • A subsidiary of a large organization looking for a standalone MES solution to support digital manufacturing initiatives
The DELMIAWorks Advantage

The DELMIAWorks Manufacturing ERP solution provides a proven, single technology platform that delivers end-to-end visibility of the complete manufacturing process. The real-time visibility of events occurring throughout the manufacturing process allows customers to eliminate waste and non-value added processes, and improve manufacturing efficiency, including:

  • 60% increase in growth without additional labor resources
  • 100% on-time delivery
  •  66% reduction in scrap
  • Zero shipping errors
  • 70% reduction in maintenance costs
  • Reducing repair time by 75%
  • Increased plant efficiency from 70% to 98%

Interested in DELMIAWorks Customer Relationship Management (CRM)?

Contact us and get your questions answered today

DELMIAWorks Related Content

DELMIAWorks MES

First in the world to be certified in DELMIAWorks MES and ERP

Earlier this year, Rob Hauser, Systems Architect for TriMech, was notified that he was the first in the world to be certified as a Technical Sales Specialist in DELMIAWorks MES & ERP.

Read More...
Data Silos

DELMIAWorks Integrated ERP & MES System Eliminates Data Silos

Learn how DELMIAWORKS integrated ERP software and MES system removed roadblocks to revenue growth, enabling Eldon James to win new business in new markets.

Read More...
Die Casting Factory with DELMIAWorks ERP & MES

Top Die Casting Drives Quality, Consistency with DELMIAWorks ERP System

Running DELMIAWorks manufacturing ERP system delivered via Hosted Managed Services (HMS) provides Ventura Manufacturing the most economical system architecture for greater scalability and efficiency

Read More...

3DEXPERIENCE Works provides a Safe, Social, Connected, Informed and Structured environment for team leaders, project managers and other professionals who want to manage data on the cloud and collaborate without constraints.

Safe: Customer controlled access. Transparent cloud backup. Encrypted communication protocols. Data always safe-no overwrite, no loss of data.

Social: Integrated structured and unstructured collaboration tools enabling social innovation. Collaborate on product design or engage with your stakeholders early in product development.

Connected: Every user always connected to a single, common database. Access data anywhere, anytime, on any device. Review and markup models.

Informed: Choose from the widget library, Create and share Dashboards. Get the latest information about your product development. Always have access to your latest data.

Structured: Zero overhead data management - store and manage data across collaborative spaces, share information in communities. Find indexed data faster by using tags, custom search, etc.