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What is CRM in Engineering?

Flowlu Team
Flowlu Team
31 May, 2023
6 min read
What is CRM in Engineering?
In this article, you will more about the best features and benefits of a CRM for engineers and find the one that suits your needs.

All business industries have their own specific requirements and tools they can use to ensure they get their job done. The engineering industry is no exception.

Even if you already have some apps to manage various aspects of your business, it’s better to find a software where you can manage everything at once. Overall speaking, a CRM system is a tool that you can use to manage your entire business, not just sales or communication. But most CRM systems on the market are generic; they're not meant for engineering companies specifically. Considering that each industry has its own requirements, at Flowlu we have a CRM system especially tailored for this industry. In addition, you can also personalize it deeper to make sure that it fits all your requirements and tasks.

What Is A CRM System Exactly?

In simple words, it's a cloud-based software that allows you to store all your data in just one place and maintain relationships with clients. This way, instead of having your company's data spread all over the place, you finally have the option to have it all together. The main benefit is that all your teams can access this information which results in a more efficient company, providing the best experience to customers.

Unfortunately, many engineering firms continue to rely on older tools like Word documents or Outlook. Considering their format, they can be seen as a tool of the past. After all, when you're using a CRM system like Flowlu, you won't only have all your business data stored and organized in one place. You'll also have the ability to guide leads through a sales funnel, eliminate mistakes when communicating, track the progress on multiple projects at a time, and much more.

Why Engineering Companies Need A CRM System Like Flowlu

As we already mentioned above, a CRM system can bring many different advantages to engineering companies. You can see it as a location on the cloud where everyone within your business can access important information regarding a specific project, customer, or anything related to the business itself. As you can easily understand, this can truly benefit your company and allow it to stand out. After all, the different departments will be able to work better together which will increase overall customer satisfaction.

3 Benefits Of Using A CRM System Like Flowlu In Engineering Companies

Make More Sales

As a business owner, you naturally want to sell more and get more money. Without properly organized information, customer segments and automations, it’s quite hard to boost your performance or.

One of the features that can be very handy is reports. By taking a closer look at your reports (that you can then set as automatic), you'll be able to notice some patterns and get important insights about your overall business and sales, in particular.

For example, you may want to take a closer look at the best customers and accounts that you have at the moment. With this information available at a glance, you can then use it to deliver similar experiences to other customers which can drive more sales. You may also use the data collected to discover new upsell and cross-sell opportunities that you may have been missing up until now.

Improve Your Business Overall Efficiency

There's no question that one of the main benefits of using a CRM system like Flowlu is to improve business efficiency. This can be achieved starting by aligning both employees and processes and then improving a team's efficiency.

Whenever an individual from your sales team needs to ask directly to an individual from the customer support team for specific information related to a customer, it's difficult to find a moment when the two are available. So, communication starts to fail and the customer is the one who will suffer from it. You have a built-in chat where you can attach and you can even tag someone specific. This way, as soon as someone enters the platform, they'll see the messages directed to him and proceed accordingly. This will end up saving a lot of time, and frustration, and improve overall communication at the same time.

One of the best things about using a CRM system is that you may also take advantage of automation. You can drastically decrease those overwhelming manual tasks and turn them into automatic ones. This will also allow your company to be more efficient and avoid errors.

Improve Customer Service

Customer satisfaction should be the number one priority in any business, including engineering. This is why you need to make sure that you have the best CRM in engineering working with you.

The truth is that when you provide better customer support, your customers are likely to become loyal and come back to buy from you again. And you can offer exactly that to your customers. After all, with Flowlu, you have all your business information centralized and organized in just one place. Anyone within your customer support team can access past communications, purchase history, agreements, and any other data that is relevant to solve the customer issue quickly.

How To Choose The Best CRM for Engineers

Even though there are many different CRM systems available on the market, Flowlu is the best one. After all, it is specifically tailored for engineering companies so you can rest assured that all the tools and features you need are included. But more than this, Flowlu is a cloud-based system which means that it is easy to implement and start using. Not to mention that it's also a lot more affordable since it doesn't have so many requirements.

Flowlu can also be integrated with other apps to have all important information in a single place.For example, in case you like to call your customers instead of sending emails, you can do so inside the platform using integrations like Twilio or Zadarma.

To Sum Up

Choosing between all CRMs available on the market is not easy, so you should understand your needs and define the path of your business to choose a software that will be growing together with you.

See the most answers to the most frequently asked questions. You can find even more information in the knowledge base.
Knowledge base

CRM stands for customer relationship management. It is a software application that helps businesses manage their interactions with customers. CRM can be used to track leads, manage sales pipelines, and provide customer support.

CRM can help engineering firms in a number of ways, including:

  • Increased efficiency: CRM can help engineering firms to streamline their sales and marketing processes, which can lead to increased efficiency.
  • Improved customer service: CRM can help engineering firms to provide better customer service by providing a single point of contact for customers and by tracking customer interactions.
  • Increased sales: CRM can help engineering firms to increase sales by providing insights into customer behavior and by automating sales tasks.
  • Improved profitability: CRM can help engineering firms to improve profitability by reducing costs and by increasing sales.

The challenges of using CRM in engineering include:

  • Cost: CRM software can be expensive, especially for large engineering firms.
  • Implementation: CRM software can be difficult to implement, especially for engineering firms that have complex business processes.
  • Data entry: CRM software requires a significant amount of data entry, which can be time-consuming and error-prone.
  • Training: CRM software can be complex to use, and employees may need training to be able to use it effectively.
Flowlu Team
Flowlu Team
31 May, 2023
6 min read
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