Forecasting and Analysis

Central to a CRM solution for manufacturing is highly accurate forecasting and analysis. Without such functionality any company would be flying blind—but a manufacturing company specifically would be committing untold resources with total risk.

An effective manufacturing CRM allows effective data communication between production, service and sales for accurate near and long-term planning for the optimizing of inventory levels. At the same time, labor and the raw materials budget can also be optimized.

If the sales forecast is too optimistic, the company is stuck with units it must store instead of sell, and is obligated to pay for the raw materials that were required to produce this overstock. On the other hand if the sales forecast is too conservative, not enough units are made, backorders are created and loss of clients and order cancellations are a real threat. Additionally, the company’s reputation can be severely damaged.

An effective CRM solution functions as a warning system for long-term predictions – through CRM, production gains credible data about anticipated orders and their probabilities.

Therefore any CRM solution for manufacturing must provide forecasting and analysis that is as accurate as possible.

Accurately Forecast and Analysis

Reliability of Data

Forecasts and reports are only as accurate as the data upon which they are based. Hence the first order of business for any company is ensuring that data being entered is accurate. This is a matter of policy and personnel.

Beyond those basics, it is also a matter of the CRM application chosen. Pipeliner CRM is rapidly and intuitively customizable so that the data being entered is truly the data your company needs—to predict and to forecast. The data in Pipeliner can be extremely reliable because data parameters can be set as required for each process step. Reports are therefore provided accurate data at the right time and stage

Pipeliner Reports

Pipeliner CRM provides reporting capabilities like no other CRM solution.

To start with, a report can be instantly generated from any view within Pipeliner.

A user can also choose from a large predefined list of most commonly used reports, or create custom reports. Reports can be saved, exported and printed.

Filters and views can be utilized for any process, so that data can be seen as needed to make proper evaluations and decisions. Filters and views can be saved for repeated use.

Graphic reports can be utilized for Pipeliner’s dashboard—real-time views of sales, and ability to predict.

Reports and forecasts are also generated from Pipeliner’s Dynamic Target feature—based solely on data from opportunities in the pipeline.

For the vital necessity of forecasting and reports needed for manufacturing, trust Pipeliner CRM’s instant intelligence, visualized.