One AI-powered no-code platform for manufacturing CRM and process automation
Manufacturing process map
Manufacturing process map
Marketing and promotion
Lead management:
Increase lead conversion by automating the entire lead lifecycle, from first contact to sales handover.
Campaign management:
Attract customers by designing, running, and optimizing multichannel marketing campaigns.
Trade promotions:
Improve channel partner engagement with convenient end-to-end trade promotion management.
Partner discounts and marketing funds:
Remove bottlenecks by automating market development funds and partner rebate submissions, reviews, and approvals.
Marketing and promotion
- Increase lead conversion by automating the entire lead lifecycle, from first contact to sales handover.
- Campaign management: Attract customers by designing, running, and optimizing multichannel marketing campaigns.
- Improve channel partner engagement with convenient end-to-end trade promotion management.
- Partner discounts and marketing funds: Remove bottlenecks by automating market development funds and partner rebate submissions, reviews, and approvals.
Sales and distribution
Lead management:
Improve win rates by automating workflows for B2C, B2B, and B2B2C sales opportunities.
Partner relationship management:
Manage contacts and accounts in a shared database with full visibility into customer and partner profiles, history, and activity.
On-site meetings:
Improve field sales with a mobile application for planning, routing, visits, ordering, and reporting.
eCommerce order fulfillment:
Increase online orders and customer satisfaction by automating delivery and service order submission and validation.
Sales forecasting:
Create and manage forecasts across departments, territories, workload types, and other dimensions.
Sales and distribution
- Lead management: Improve win rates by automating workflows for B2C, B2B, and B2B2C sales opportunities.
- Partner relationship management: Manage contacts and companies in one database, with a complete view of customer and partner profiles, histories, and activities.
- Improve field sales with a mobile application for planning, routing, visits, ordering, and reporting.
- eCommerce order fulfillment: Increase online orders and customer satisfaction by automating delivery and service order submission and validation.
- Sales forecasting: Create and manage forecasts across departments, territories, workload types, and other dimensions.
Quotations, orders, and invoices
Product catalog and configuration:
Keep product information current with a digital catalog and create bundles that account for price lists, markups, and other parameters.
Quotation management:
Produce accurate quotations and invoices from a shared source of product and pricing information, supported by business rules.
Order processing:
Fulfill orders on time by automating workflows.
Invoicing:
Create invoices in seconds, track their status, and gain full visibility into payment flows.
Quotations, orders, and invoices
- Product catalog and configuration: Keep product information current with a digital catalog and create bundles that account for price lists, markups, and other parameters.
- Produce accurate quotations and invoices from a shared source of product and pricing information, supported by business rules.
- Order processing: Fulfill orders on time by automating workflows.
- Invoicing: Create invoices in seconds, track their status, and gain full visibility into payment flows.
Manufacturing management
Product lifecycle management:
Shorten product development cycles and increase profits by optimizing design, manufacturing, deployment, and servicing.
Resource allocation:
Improve efficiency by managing, tracking, and allocating resources while keeping inventory data synchronized across departments.
Work order management:
Streamline daily operations by efficiently managing work orders, schedules, documents, and maintenance tasks.
Performance monitoring:
Gain a complete view of current and historical performance across manufacturing assets and workflows.
Manufacturing management
- Product lifecycle management: Shorten product development cycles and increase profits by optimizing design, manufacturing, deployment, and servicing.
- Improve efficiency by managing, tracking, and allocating resources while keeping inventory data synchronized across departments.
- Work order management: Streamline daily operations by efficiently managing work orders, schedules, documents, and maintenance tasks.
- Performance monitoring: Gain a complete view of current and historical performance across manufacturing assets and workflows.
Helpdesk
Omnichannel inquiry management:
Improve customer and partner support with an omnichannel helpdesk and self-service portals for faster issue resolution and feedback.
Warranty service and parts replacement management:
Improve customer satisfaction by automating warranty service procedures and shortening claims processing times.
Dispatch and work assignments:
Assign work orders, coordinate field staff schedules, and communicate with customers through integrated planning, dispatch, and communication tools.
Returns processing:
Reduce return handling time and effort by managing recalls and returns through one customer support system.
Service quality assessment:
Improve NPS by automating satisfaction surveys, feedback analysis, and follow-up activities.
Helpdesk
- Omnichannel inquiry management: Improve customer and partner support with an omnichannel helpdesk and self-service portals for faster issue resolution and feedback.
- Warranty service and parts replacement management: Improve customer satisfaction by automating warranty service procedures and shortening claims processing times.
- Assign work orders, coordinate field staff schedules, and communicate with customers through integrated planning, dispatch, and communication tools.
- Reduce return handling time and effort by managing recalls and returns through one customer support system.
- Service quality assessment: Improve NPS by automating satisfaction surveys, feedback analysis, and follow-up activities.
Purchase
Request management:
Organize procurement plans, requests, and forecasts through automated workflows for accurate submission, tracking, and fulfillment.
Supplier management:
Meet the varied needs of partners, suppliers, and contractors through a digital self-service portal.
Procurement lifecycle management:
Connect the entire procurement process through automated, transparent workflows with end-to-end data synchronization.
RFx management and contracting:
Maintain one reliable source of contract information and help your team close agreements faster with collaboration tools, guided workflows, and templates.
Purchase
- Organize procurement plans, requests, and forecasts through automated workflows for accurate submission, tracking, and fulfillment.
- Meet the varied needs of partners, suppliers, and contractors through a digital self-service portal.
- Procurement lifecycle management: Connect the entire procurement process through automated, transparent workflows with end-to-end data synchronization.
- Maintain one reliable source of contract information and help your team close agreements faster with collaboration tools, guided workflows, and templates.
Supply chain management
Supply chain planning and tracking:
Keep every product shipment on schedule and traceable. Automate distribution and delivery workflows to minimize manufacturing downtime.
Shipment lifecycle management:
Automate supply planning to avoid delays, track goods and vehicles in transit, and synchronize inventory and delivery data.
Inventory planning and control:
Automate product data exchange and synchronization across departments to prevent excess inventory and shortages.
Supply chain management
- Supply chain planning and tracking: Keep every product shipment on schedule and traceable. Automate distribution and delivery workflows to minimize manufacturing downtime.
- Shipment lifecycle management: Automate supply planning to avoid delays, track goods and vehicles in transit, and synchronize inventory and delivery data.
- Inventory planning and control: Automate product data exchange and synchronization across departments to prevent excess inventory and shortages.
Risk and regulatory compliance management
Customer privacy management:
Implement personal data handling workflows aligned with industry best practices and privacy regulations, including the General Data Protection Regulation and California Consumer Privacy Act.
Regulatory compliance monitoring:
Support organization-wide compliance through centralized management of regulations, compliance plans, employee policies, and related documents.
Litigation management:
Simplify legal case management with consistent documents, streamlined workflows, and collaboration.
Certification system development:
Track and manage certification processes across the organization to support regulatory compliance.
Internal audit:
Manage audits of your organization's financial, physical, and legal assets.
Risk and regulatory compliance management
- Implement personal data handling workflows aligned with industry best practices and privacy regulations, including the General Data Protection Regulation and California Consumer Privacy Act.
- Regulatory compliance monitoring: Support organization-wide compliance through centralized management of regulations, compliance plans, employee policies, and related documents.
- Simplify legal case management with consistent documents, streamlined workflows, and collaboration.
- Certification system development: Track and manage certification processes across the organization to support regulatory compliance.
- Manage audits of your organization's financial, physical, and legal assets.
Corporate services
Employee lifecycle:
Implement consistent, transparent HR processes for recruitment, onboarding, development, retention, and offboarding.
Employee request management:
Improve employee satisfaction with a convenient solution that automates leave, travel, expense, and other requests
Collaboration and knowledge sharing:
Centralize communications, collaborate, share knowledge and documents, schedule tasks and meetings, and manage reviews and approvals.
Corporate services
- Implement consistent, transparent HR processes for recruitment, onboarding, development, retention, and offboarding.
- Employee request management: Improve employee satisfaction with a convenient solution that automates leave, travel, expense, and other requests
- Collaboration and knowledge sharing: Centralize communications, collaborate, share knowledge and documents, schedule tasks and meetings, and manage reviews and approvals.