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    CRM for mechanical and plant engineering

    Take countermeasures!

    Negative sales development due to cost pressure, shortage of skilled workers and decline in orders

    The PWC Mechanical Engineering Barometer

    shows : Inflation continues to weigh on the German economy.
    IL-reduce-costs-reduce-costs

    Declining incoming orders

    Respondents expect a decline in industry turnover of -2.9%. According to the VDMA , the situation in mechanical and plant engineering will be characterized by falling incoming orders in 2024. Despite slightly relaxed supply chains, resources will remain scarce and costs will rise, which will continue to drive up prices.

    Skills shortage

    Skills shortage

    The shortage of skilled workers is also exacerbating the situation: there are currently 14,000 vacancies in the mechanical engineering sector. The outlook for research and development remains positive: according to the VDMA, expenditure is set to increase again, supported by the research tax allowance.

    Important control tools

    for your company on the way to more resilience

    360° view of customers & machines

    With xRM, all employees have access to standardized information on customers, employees, partners and machines at all times - anywhere and on any device.

    • Central database for all relevant information
    • Roles & rights system controls access
    • Maintenance contracts and licenses at a glance via widget technology
    • Traffic light system shows project or machine status
    • Push alerts on mobile devices
    • Automations for activities & appointments etc.

    Optimized service & maintenance processes

    Service & maintenance processes run more efficiently thanks to digital planning & notifications.

    • Manage maintenance contracts forsold machines or rental models
    • Proactively display maintenance cases automatically
    • Calendar & scheduling for appointment planning
    • Optimal route planning for technicians
    • Record visit reports via voice input with the CRM app
    • Automatic forwarding of customer inquiries to the ticket system
    • Knowledge database for self-help 24×7

    Securing skilled workers

    Centralized knowledge and digital tools support employees and facilitate recruiting and onboarding.

    • In-house knowledge transfer via central data storage to support the development and training of the company's own workforce
    • Knowledge databases for training courses, webinars, videos, etc.
    • Document the results of external courses
    • Cross-location collaboration with external employees
    • HR tools for recruiting & onboarding incl. contract documentation

    Efficient project management

    Efficiently manage projects and processes in all areas and track progress transparently.

    • Assign tasks and schedules
    • Resource planning with calendars and workload overviews
    • Monitor project progress using traffic lights and dashboards
    • Project structure, critical path, Gantt chart

    Resources & sustainability

    Use resources efficiently and actively manage sustainability in projects.

    • Databases for materials & suppliers
    • Monitor and report consumption & savings via dashboards
    • Recognize weak points and initiate countermeasures
    • Plan, manage & track progress ofsustainability measures

    Developing export markets

    Cross-location collaboration and transparent processes facilitate international business.

    • Global exchange via CRM app
    • Integrated email, video call and chat
    • Transparent documentation of all processes and projects in CXM/CRM
    • Standardized processes & workflows for all locations
    • Multilingual templates for daily work

    Success with CRM for mechanical and plant engineering

    Click on the logo to find out more about the reference.
    Customer reference Hurco
    Customer reference Rekers
    Dashboards and reports for evaluation

    Targeted measures through analyses

    Evaluate CRM data in a targeted manner, monitor KPIs and make data-based decisions.

    • Recognize strengths, weaknesses and risks
    • Define and monitor KPIs: For orders, projects, costs and resources
    • Dashboards & reports for evaluation
    • Integrate external data via API
    • Graphical displays & filters for valuable insights
    • Automated reports by email

    Optimum deployment planning for your service team

    • Overview of all service tickets and deployment calendars with the planning cockpit
    • Assigntickets to the right technical teamusing drag & drop
    • CRM immediately informs you of new jobs with all the details
    • View data on a laptop, tablet or smartphone while on the move
    • Digital signatures possible via touch function
    • Employees' illnesses highlighted in color in the overview
    • Easy deployment planning for mechanical and plant engineering
    Register for the CRM tour
    Optimum deployment planning for your service team
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    Get started quickly with the CRM cloud solution including hosting

    Get started in just a few weeks with our CRM cloud solution (SaaS) and digitize your processes: With Gedys CRM Cloud, you can react flexibly to market changes and optimize customer experiences. All data centrally available, GDPR-compliant, access at any time via any device or the CRM app. No additional technology required, updates and hosting included. Efficient processes, time and resource savings ensure your company is fit for the future.

    Register now for the CRM tour

    Get to know the Gedys CRM
    Sabrina Mönnich

    Sabrina Mönnich

    Business Development

    +49 531 123 868 421

    sabrina.moennich@gedys.com

    CRM tour registration form