Need for Multiple Processes

A single-pipeline CRM is not going to work for a manufacturing operation, simply due to the sheer volume of processes utilized. There is the manufacturing operation which has its own set of processes, then the marketing and sales aspect of the company.

For example, in some companies the sale is made first by sales and then by service. In another example, some companies might require different sales processes for different facilities.

Just in terms of sales, a company can have:

  • a pre-sales process, designed to nurture leads and heat them up for actual prime-time sales
  • a sales process, which is the main sales pipeline for the company
  • a customer process, for upselling and sales of future products to existing customers, and for making them into evangelists.

Additionally any company could have:

  • a process for support—a support ticket comes at the front, and exits when completed
  • a process for installation or, for a service, onboarding of the service

Additionally there can be different processes—different series’ of steps—for different products.

But in manufacturing there are many different processes, including the manufacturing processes themselves. For manufacturing you could have:

  • a process for raw materials—ordering, storage and deployment
  • or (alternatively) a process for supply chain management, that keeps tabs on suppliers, when materials are needed, when they are being ordered and shipped
  • inventory management, with a schedule of manufacturing, storage and shipment to distributors or customers
  • one or more processes for manufacturing

If a CRM application only allows a single pipeline for sales, then all of these other processes for a manufacturing concern will have to be addressed elsewhere, with other applications. It is far more efficient for all of these processes to be collectively addressed within the CRM solution.

Customizable Pipelines for Multiple Processes

Pipeliner

Pipeliner CRM allows as many processes as needed for a company, all connected to a single database. That means opportunities, customers, accounts or other data can be moved from one process to another, whole and intact. All of these can also be related to each other or interconnected as needed, regardless of what process they are part of.