Machine builders deal with long sales cycles, complex customer needs, and highly technical custom solutions. That calls for structured communication, clear processes, and full insight into every customer interaction. CRM software for the machinery industry helps you meet these challenges by centralizing customer data, streamlining commercial workflows, and supporting your teams at every stage of the customer journey from lead to aftersales.
CRM (Customer Relationship Management) for the machinery industry is software that helps companies manage customer relationships and sales processes more effectively. In this sector, that means tailored quotes, long decision cycles, multiple stakeholders, and technical documentation.
With CRM software, you gain full visibility over every interaction, quote, and service request. It connects sales, engineering, and service in one integrated system leading to a smoother customer experience and better internal collaboration.
Machine builders often deal with multiple contacts per customer. CRM centralizes all communications, stakeholders, quote histories, and follow-up actions.
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1 @inherits Dynamicweb.Rendering.ViewModelTemplate<Dynamicweb.Frontend.ParagraphViewModel> 2 @using System.IO 3 4 @functions 5 { 6 private string RenderCustomCSS(IEnumerable<string> decorations) 7 { 8 var cssClasses = new List<string>(); 9 10 foreach (var itemId in decorations) 11 { 12 var item = Dynamicweb.Content.Services.Items.GetItem("Swift_Css", itemId); 13 item.TryGetValue("Class", out object classes); 14 15 if (classes is null) 16 { 17 continue; 18 } 19 20 var cssString = (string)classes; 21 22 if (cssString.StartsWith("[")) 23 { 24 var cssArray = Dynamicweb.Core.Converter.Deserialize<string[]>(cssString); 25 cssClasses.AddRange(cssArray); 26 } 27 else 28 { 29 cssClasses.Add(cssString.Replace(",", " ")); 30 } 31 } 32 33 return string.Join(" ", cssClasses).Trim(); 34 } 35 } 36 37 @{ 38 string layout = Model.Item.GetRawValueString("Layout", "icon-top"); 39 string contentPadding = Model.Item.GetRawValueString("ContentPadding", string.Empty); 40 contentPadding = contentPadding == "none" ? "" : contentPadding; 41 contentPadding = contentPadding == "small" ? "p-3 p-md-3" : contentPadding; 42 contentPadding = contentPadding == "large" ? "p-5 p-md-5" : contentPadding; 43 string theme = !string.IsNullOrWhiteSpace(Model.Item.GetRawValueString("Theme")) ? " theme " + Model.Item.GetRawValueString("Theme").Replace(" ", "").Trim().ToLower() : string.Empty; 44 var decorations = Model.Item?.GetList("CssDecorations")?.GetRawValue().OfType<string>() ?? Enumerable.Empty<string>(); 45 string css = RenderCustomCSS(decorations); 46 47 string target = Pageview.AreaSettings.GetBoolean("OpenLinksInNewTab") && Model.Item.GetString("Link").Contains("http") ? "target=\"_blank\"" : string.Empty; 48 string rel = Pageview.AreaSettings.GetBoolean("OpenLinksInNewTab") && Model.Item.GetString("Link").Contains("http") ? "rel=\"noopener\"" : string.Empty; 49 string alignment = (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) && !string.IsNullOrEmpty(Model.Item.GetString("Text")) ? "align-items-stretch" : "align-items-center"; 50 51 string iconColor = Model.Item.GetString("iconColor", "text-inherit"); 52 string iconOpacity = Model.Item.GetString("IconOpacity", "opacity-100"); 53 54 string iconSize = Model.Item.GetRawValueString("IconSize", "2"); 55 string imageSrc = !string.IsNullOrEmpty(Model.Item.GetString("Image")) ? Model.Item.GetFile("Image").Path : string.Empty; 56 string flexGrowClass = string.Empty; 57 58 switch (layout) 59 { 60 case "icon-left": 61 case "icon-right": 62 flexGrowClass = "flex-grow-0"; 63 break; 64 } 65 66 string imagePath = imageSrc != string.Empty ? imageSrc : Model.Item.GetRawValueString("Icon", string.Empty); 67 imagePath = Path.GetExtension(imagePath).ToLower() != ".svg" ? "/Admin/Public/GetImage.ashx?image=" + imagePath + "&height=" + iconSize + "&width=" + iconSize + "&Crop=0&format=webp" : imagePath; 68 string imgAltText = Model.Item.GetRawValueString("FeatureAltText", string.Empty); 69 70 string titleFontSize = Model.Item.GetRawValueString("TitleFontSize", "h4"); 71 string titleColor = Model.Item.GetString("TitleColor", "text-inherit"); 72 string titleOpacity = Model.Item.GetString("TitleOpacity", "opacity-100"); 73 string headingLevel = Model.Item.GetString("HeadingLevel", "h2"); 74 string headingLevelStart = $"<{headingLevel} class=\"{titleFontSize} {titleColor} {titleOpacity} m-0\">"; 75 string headingLevelStop = $"</{headingLevel}>"; 76 77 string textColor = Model.Item.GetString("TextColor", "text-inherit"); 78 string textOpacity = Model.Item.GetString("TextOpacity", "opacity-100"); 79 } 80 81 <div class="h-100 @(contentPadding)@(theme) @(css) item_@Model.Item.SystemName.ToLower()"> 82 <div id="@Model.ID" class="user-select-none" style="scroll-margin-top:var(--header-height,150px)"></div> 83 @if (!string.IsNullOrEmpty(Model.Item.GetString("Link"))) 84 { 85 @:<a href="@Model.Item.GetString("Link")" class="text-decoration-none d-block h-100" @target @rel> 86 } 87 88 @switch (layout) 89 { 90 case "icon-top": 91 <div class="d-flex flex-column gap-3 text-center mb-0-last-child"> 92 @if (!string.IsNullOrEmpty(Model.Item.GetString("Image")) || !imagePath.ToLower().Contains("none") && imagePath != string.Empty) 93 {<div class="@flexGrowClass"> 94 @if (Path.GetExtension(imagePath).ToLower() == ".svg") 95 { 96 <div class="icon-auto @iconColor @iconOpacity" style="height: @(iconSize)px; width: @(iconSize)px;">@ReadFile(imagePath)</div> 97 } 98 else 99 { 100 <img loading="lazy" src="@imagePath" alt="@imgAltText" title="@Model.Item.GetString("Title")" style="height: @(iconSize)px; width: @(iconSize)px;"> 101 } 102 </div> 103 } 104 105 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle") || !string.IsNullOrEmpty(Model.Item.GetString("Text"))) 106 { 107 <div class="mb-0-last-child"> 108 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) 109 { 110 @headingLevelStart 111 @Model.Item.GetString("Title") 112 @headingLevelStop 113 } 114 115 @if (!string.IsNullOrEmpty(Model.Item.GetString("Text"))) 116 { 117 <p class="@textColor @textOpacity m-0">@Model.Item.GetString("Text")</p> 118 } 119 </div> 120 } 121 </div> 122 break; 123 case "icon-left": 124 <div class="d-flex flex-row gap-3 h-100 text-start @alignment"> 125 @if (!string.IsNullOrEmpty(Model.Item.GetString("Image")) || !imagePath.ToLower().Contains("none") && imagePath != string.Empty) 126 {<div class="@flexGrowClass"> 127 @if (Path.GetExtension(imagePath).ToLower() == ".svg") 128 { 129 <div class="icon-auto @iconColor @iconOpacity" style="height: @(iconSize)px; width: @(iconSize)px;">@ReadFile(imagePath)</div> 130 } 131 else 132 { 133 <img loading="lazy" src="@imagePath" alt="@imgAltText" title="@Model.Item.GetString("Title")" style="height: @(iconSize)px; width: @(iconSize)px;"> 134 } 135 </div> 136 } 137 138 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle") || !string.IsNullOrEmpty(Model.Item.GetString("Text"))) 139 { 140 <div class="d-flex flex-column flex-grow-1"> 141 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) 142 { 143 @headingLevelStart 144 @Model.Item.GetString("Title") 145 @headingLevelStop 146 } 147 148 @if (!string.IsNullOrEmpty(Model.Item.GetString("Text"))) 149 { 150 <p class="@textColor @textOpacity m-0">@Model.Item.GetString("Text")</p> 151 } 152 </div> 153 } 154 155 </div> 156 break; 157 case "icon-right": 158 <div class="d-flex flex-row gap-3 h-100 text-end @alignment"> 159 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle") || !string.IsNullOrEmpty(Model.Item.GetString("Text"))) 160 { 161 <div class="d-flex flex-column flex-grow-1"> 162 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) 163 { 164 @headingLevelStart 165 @Model.Item.GetString("Title") 166 @headingLevelStop 167 } 168 169 @if (!string.IsNullOrEmpty(Model.Item.GetString("Text"))) 170 { 171 <p class="@textColor @textOpacity m-0">@Model.Item.GetString("Text")</p> 172 } 173 </div> 174 } 175 176 @if (!string.IsNullOrEmpty(Model.Item.GetString("Image")) || !imagePath.ToLower().Contains("none") && imagePath != string.Empty) 177 {<div class="@flexGrowClass"> 178 @if (Path.GetExtension(imagePath).ToLower() == ".svg") 179 { 180 <div class="icon-auto @iconColor @iconOpacity" style="height: @(iconSize)px; width: @(iconSize)px;">@ReadFile(imagePath)</div> 181 } 182 else 183 { 184 <img loading="lazy" src="@imagePath" alt="@imgAltText" title="@Model.Item.GetString("Title")" style="height: @(iconSize)px; width: @(iconSize)px;"> 185 } 186 </div> 187 } 188 </div> 189 break; 190 } 191 192 @if (!string.IsNullOrEmpty(Model.Item.GetString("Link"))) 193 { 194 @:</a> 195 } 196 </div> 197
CRM connects sales with project management and technical departments. This improves handovers and helps prevent errors in execution.
Instant insight into leads, open opportunities, and revenue projections, ideal for capacity planning and strategic decision-making.
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By centralizing all relevant information into a single platform, you increase efficiency, reduce duplicate work, and enhance your customer-centric approach.
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Microsoft Dynamics 365 Field Service is the system that keeps you proactive in managing remote service operations with Field Service resources. It helps you run a more efficient and profitable service department.
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With team members from 9 different countries, our team consists of 750 exceptionally talented experts. Our high-end consultants are relentless in their pursuit of innovation, dedicated to creating exceptional customer experiences and delivering impactful solutions.
Choosing a CRM solution specific to your industry offers countless benefits. A solid foundation is key in this process. At 9altitudes, we combine the best of both worlds: we integrate proven platforms such as Microsoft Dynamics 365 Customer Service, Field Service, Sales and Customer Insights with best practices from your industry.
Our job is to simplify your journey to the summit, ensuring a smoother climb to new heights where you continuously feel safeguarded and in control. That's exactly why we've made it possible for you to obtain a high-level budget estimation already.
How? By completing this guiding questionnaire, we can estimate the project implementation investment and the monthly Microsoft license estimate, based on our experience in implementing many projects like the one you envision.
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