The manufacturing industry faces major challenges: rising customer expectations, digitalization, shorter lead times and a complex network of suppliers and customers. A powerful CRM solution helps manage all aspects of your customer relationships more efficiently. From the first contact to after sales and service: a good CRM software brings the right structure, insights and automation to your commercial processes.
Whether you're building machines, assembling components or producing tailor-made items: a well-implemented CRM solution increases customer satisfaction, improves collaboration between departments and prepares your organization for sustainable growth.
CRM is a software that helps you manage and optimize customer relationships. In the manufacturing industry, this means more than just contact management. You manage quotation processes, sales opportunities, service contracts, marketing campaigns and customer projects in one integrated platform, Microsoft Dynamics 365.
Specifically for manufacturing companies, a CRM system provides insight into long sales cycles, multiple decision-making structures, aftersales and close collaboration between commercial and technical teams.
Manufacturers often work with distributors, dealers or installers. CRM centralizes these relationships and ensures that everyone, from sales to service, always has access to the right information.
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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
In B2B manufacturing, sales cycles often take months. With CRM, you can accurately track every contact moment and every stakeholder involved, ensuring that nothing is lost.
CRM eliminates information silos. Sales understands technical limitations, engineering knows what the customer expects and service can prepare for upcoming installations or maintenance.
Do you install machines or systems at customers’ sites? Then you’ll want to easily track interventions, maintenance contracts, overhauls and service reports. CRM links that information to the customer and the product.
With dashboards, you gain visibility into customer behavior, high-potential sectors, sales trends and team performance. This allows you to make informed decisions and optimize your sales strategy.
Microsoft Dynamics 365 is a modular CRM platform that allows you to centrally manage sales, marketing, customer service and field service. For manufacturing companies, this means one integrated system for sales opportunities, customer data, installations and service requests, connected to real-time insights from your production and supply chain.
With Dynamics 365, you benefit from a complete customer view, automated processes and seamless integration with Microsoft 365. Thanks to mobile access, service technicians can also work efficiently, while dashboards provide direct insights into performance and customer satisfaction.
Microsoft Dynamics 365 Contact Center provides a modern service experience that meets customer expectations for fast and personalized support across various channels. This cloud-based platform integrates AI, omnichannel communication, and customer data.
Microsoft Copilot uses the strength of AI to boost productivity, open up creativity and help you better understand info with a simple chat.
Microsoft Dynamics 365 Customer Insights is designed to create engaging experiences by uniting customer data with real-time journeys and Copilot.
Microsoft Dynamics 365 Customer Service is designed to help businesses deliver exceptional customer experiences. By centralizing interactions, automating workflows, and providing AI-powered insights.
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.
Microsoft Dynamics 365 Sales helps your sales team work more efficiently and close more deals. With AI and automation, you can improve customer relationships and optimize sales processes.
Gio Coffee, a fast-growing supplier of premium coffee machines and subscriptions, partnered with 9altitudes to implement a unified digital platform using Microsoft Dynamics 365. This transformation supports their focus on customer experience and operational excellence across Sales, Customer Service, Field Service, and Finance. Together, they also developed smart, connected coffee machines using IoT for predictive maintenance and automated coffee supply - ensuring seamless service and no empty cups.
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9altitudes is a European digital partner that automates, optimizes, and continuously improves business processes end-to-end. We help manufacturing, supply chain, and service companies reach new heights by leveraging Microsoft, PTC, and Tulip software combined with our own industry-specific solutions.
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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Sustainability extends beyond the factory through service, sales and long-lifecycle customer interactions.
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