Build exceptional customer experiences.

It isn’t easy to consistently achieve sales goals. With the right manufacturing CRM solution, however, you won’t just achieve them — you’ll surpass them. Our targeted CRM solutions for manufacturers — Infor CRM, the embedded CRMs in our ERPs, and Zoho CRM — enable you to turn prospects into customers and to serve them at the highest level, which results in repeat business.

icon Focus on Your Market

Focus on Your Market

The first step to generating sustainable revenue is to define your target demographic and build a true go-to-market model. Our manufacturing CRM solution will help you identify viable prospects, so you can focus on communicating your value.

icon Ensure Repeat Business by Building Strong Relationships

Ensure Repeat Business by Building Strong Relationships

Customer relationships should extend far beyond the initial sale. Our manufacturing CRM solution is designed to help you keep customers apprised of the latest industry trends, new products and services, and of your company’s achievements. This enables you to build strong and enduring customer relationships.

icon Acquire New Customers With Superior Sales Planning

Acquire New Customers With Superior Sales Planning

Our CRM solution for manufacturers tracks each stage of the sales lifecycle, so your sales representatives can monitor their progress, see which steps they’ve yet to complete, and gauge their success along the way.

Pattern
Pattern
Grow your business with sales and customer satisfaction management.
icon Make Sales More Predictable.

Make Sales More Predictable.

Don’t watch sales rise and then fall three months later. Instead, maintain a predictable sales revenue that enables you to invest in your company’s continued growth.

icon Find Your Market

Find Your Market

Our sales solution draws on industry data, social media, and marketing analytics to help you target the right audience for your products and services.

icon Communicate Your Value

Communicate Your Value

Our sales and marketing professionals will work closely with you to develop a unique go-to-market strategy that clearly communicates your company’s value to the right people.

icon Take a Consistent Selling Approach

Take a Consistent Selling Approach

The sales lifecycle can be difficult to navigate. We can help you build a roadmap for your company’s sales process, so you can close more deals.

icon Retain Customers by Understanding Them

Retain Customers by Understanding Them

Don’t just acquire new customers — guarantee their loyalty by building solid customer relationships and working to understand their needs.

icon Build New Revenue Lines

Build New Revenue Lines

Our sales and CRM solutions are designed to help you diversify your product portfolio, so you can reach new audiences and expand profit margins.

Our Customers Increase Customer Satisfaction & Win More Business
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We use the embedded ERP CRM to better understand our customers. Using a log of customer likes and dislikes, the organization was able to evaluate and exceed customer expectations. Contour Glass was also able to better understand the needs of prospective customers, which has allowed the company to win an increasing number of new orders.

Chip Game, CFO
Contour Glass
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We chose Infor CRM based on its simple architecture, powerful features, and ability to complement our investment in Infor’s SyteLine ERP system. Infor’s investment in its CRM offering has created a CRM system that ranks among the best on the market and stands in a class of its own for ease of use.

Stuart Hawker, Head of Marketing and Business Intelligence
Dunlop Aircraft Tyre
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Now Customer Service will be able to immediately communicate job status. Also, with integrated CRM everything about all customers will be at our finger tips at all times.

Jason Rampersaud, President
Powersonic Industries Inc.
Supporting your business is our business.
50%
of businesses survive more than
five years
82%
# of business failures resulting from
cash flow issues
3%
of your market that is buying at
any given time

The CRM features you need to run your business.

Easy to Access & Maintain

Whether you’re on the road or sitting in your office, you need to be able to access sales and customer data at a moment’s notice. Our CRM solutions for manufacturers support cloud deployment, so you can access valuable information from any desktop or mobile device from anywhere in the world at anytime.

360° Customer View

Our sales and CRM solutions provide a comprehensive view of each prospect, lead, and customer. From sales history to new opportunities and everything in between, all data is stored within easily accessible, highly detailed customer profiles.

Advanced Integration

Social media platforms, business databases, email, RSS feeds, and other sources contain a wealth of valuable sales and customer data — data that you can easily pull into your CRM solution and strategically leverage thanks to our advanced integration capabilities.

Designed for your industry.
Aerospace & Defense
Electronics & High-Tech
Automotive Manufacturing
Oil & Gas
Industrial Manufacturing
Industrial Machinery & Equipment
Field Service, Maintenance & Repair
Furniture & Fixtures
Medical Device Manufacturing
Metal, Glass, & Plastic Fabrication
Process Manufacturing
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Aerospace & Defense

Aerospace & Defense

The aerospace, defense, space and security (A&D) industries are major contributors to our economy. They thrive if supported by scalable, industry specific applications. Synergy Resources’ applications and modules aid scientific and engineering talent in cutting-edge A&D industries. Synergy Resources helps you meet your goals faster-even while confronting escalating costs and market complexity.
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Highlights
  • Engineering with CAD integration
  • Engineering change control
  • Specifications and data "flow down" for ITAR, DFAR, etc.
  • Actual job costing
  • Project Management with Earned Value Management and milestone reporting
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Electronics & High-Tech

Electronics & High-Tech

As a high tech or electronic manufacturer, you need control over component and finished goods inventory at the revision and tracking number level to efficiently and effectively service customers. Infor VISUAL ERP delivers the supply chain visibility to meet these demands and also offers comprehensive material and capacity planning functionality, which maximizes productivity.
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Highlights
  • Alternate item on bill of materials (BOM)
  • Item cross reference (supplier and manufacturer)
  • Approved vendors and manufacturer lists
  • Supply chain visibility with Web based portals
  • Reference designators
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Automotive Manufacturing

Automotive Manufacturing

As a manufacturer in the specialty vehicle industry, such as boats or emergency vehicles, you need a solution that can quickly respond to unique product configurations and accurately budget and manage actual costs associated with these jobs or projects. Infor ERP is it!
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Highlights
  • Configuration management
  • Serial and lot control
  • Design and engineering
  • Capacity planning & scheduling (Lean, TOC, JIT)
  • Actual costing
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Oil & Gas

Oil & Gas

WM Synergy has a track record of implementing the right software, deploying efficient business processes, and developing the right metrics. This provides you with the insight and visibility you need into business operations and drives desired behaviors.
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Optimize People, Processes, & Technology.
  • Strengthen Your Supply Chain
  • Sophisticated Project Management
  • Connect Service Efforts to Operations
  • Localization & Financial Accounting Visibility
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Industrial Manufacturing

Industrial Manufacturing

At WM Synergy, we understand the complexities of industrial manufacturing. Our integrated ERP solutions are designed to optimize every phase of your operation, empowering you with the tools needed to surpass market expectations and drive sustainable growth.
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Highlights
  • End-to-end customer relationship, sales, purchasing, performance, and financial management
  • Estimating with multiple quantity breaks
  • Integrated capacity planning (Lean, TOC, JIT) with unlimited "what-if" scenarios
  • Material planning with real-time visibility of demand and supply
  • Cost control (actual, average, standard)
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Industrial Machinery & Equipment

Industrial Machinery & Equipment

If you're like most of our equipment manufacturer customers, you compete by selling a complete solution that includes aftermarket services, countless configuration options, and available spare parts. Our solutions have a broad set of capabilities to meet your unique challenges. You'll have the control and visibility you need throughout the entire product lifecycle.
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Gain a competitive edge and extend your aftermarket offerings.
  • Win More Business
  • Meet Customer Delivery Expectations
  • Increase Velocity of Spare Part Sales
  • Collaborate With Suppliers & Customers
  • Leave Your Competitors Behind
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Field Service, Maintenance & Repair

Field Service, Maintenance & Repair

Revenue growth, customer satisfaction, and strategic goals around competitive differentiation are requiring field service and MRO organizations to rapidly transform. Manufacturing companies that once outsourced field service are seeing the growth and profit potential of an "insourced" aftermarket service team. Staying competitive with solutions that allow you to track costs, improve inventory availability, and take advantage of digital technologies such as IIoT, GPS, and predictive AI is not only advantageous, but necessary.
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Highlights
  • Improve Customer Satisfaction & First Time Fix Rate
  • Reduce Days Sales Outstanding (DSO)
  • Optimize Routing of Field Service Techs
  • Support for Depot Repair, Break-Fix & More
  • Offer Managed Service Contracts
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Furniture & Fixtures

Furniture & Fixtures

Today's customers demand that furniture and fixture manufacturers offer new product lines and custom options for existing products on demand. We can help you build speed and flexibility into your engineering and production processes so you can meet expectations.
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Highlights
  • Industry Expert Partners
  • Increase Quote Win Rate
  • Improve Planning & Scheduling
  • Cut Operational Costs
  • Shorten Product Development Lifecycles
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Medical Device Manufacturing

Medical Device Manufacturing

WM Synergy's Continuous Improvement teams have helped medical device manufacturers to increase productivity both in the office and on the shop floor. Our ERP products enable employees to complete assigned tasks faster and make more products without increasing costs.
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Highlights
  • End-to-end customer relationship, sales, purchasing, performance, and financial management
  • Estimating with multiple quantity breaks
  • Integrated capacity planning (Lean, TOC, JIT) with unlimited "what-if" scenarios
  • Material planning with real-time visibility of demand and supply
  • Cost control (actual, average, standard)
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Metal, Glass, & Plastic Fabrication

Metal, Glass, & Plastic Fabrication

Our ERPs are purpose-built for MTO, ETO, CTO/ATO, MTS, and mixed-mode manufacturing companies. The end-to-end solutions helps manufacturers like you increase efficiency, accurately manage cost position, meet and exceed customer expectations, and accelerate growth.
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Highlights
  • Purpose-Built ERP
  • Estimate with Confidence
  • Improve Delivery Performance
  • Paperless Real-Time Shop Floor Data Collection
  • The Right Materials at the Right Time
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Process Manufacturing

Process Manufacturing

As a process manufacturer, you have specific requirements when it comes to your manufacturing operations. Our ERP solutions make it easy to adjust formulas based on exacting manufacturing specifications and to monitor and respond to the evolving regulatory environments.
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Highlights
  • Tailor-make your formulations for maximum efficiency
  • QC activities management with industry-aligned compliance labeling & reports
  • Precision control over batch production, including by-products
  • Define and monitor losses at each stage
  • Dynamic ingredient adjustment to meet product objectives