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Why do I need CRM software?

Good customer relationship management (CRM) software enables your business to better manage customer interactions, provide support, and maintain relationships through reliable systems and processes. It also integrates organizational processes across marketing, sales, and customer service with functionalities and features that can strategically serve key initiatives across departments.

CRM software offers three major benefits for your business:

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Easy access to customer data

Customer relationship management systems include searchable databases that allow users to access client and prospect information during meetings. Some solutions let users sync information across multiple devices, providing the most up-to-date customer information from any access point.

Streamlined processes through automation

CRM software lets users standardize workflows and processes associated with sales, marketing, and customer support to improve coordination between these teams.

Actionable insights into business performance and customer behavior

Some CRM software vendors offer analytics functionality, where users can create customizable dashboards and reports based on customer data. These reports help in segmenting customers, tracking revenue, and managing personalized campaigns.

Components CRM:

 

Material Requirements Planning (MRP)

Material requirements planning (MRP) is a computer-based inventory management system designed to improve productivity for businesses.

Companies use material requirements-planning systems to estimate quantities of raw materials and schedule their deliveries.

Estimating demand and the materials required to meet it

Check demand against inventory and allocate resources.

Production scheduling

Monitor the process

Product life cycle management function(PLM)

Lifecycle product management software enables geographically dispersed, interdisciplinary teams to strategically collaborate with partners and customers with up-to-date, reliable product information.

Product lifecycle management is the foundation of a digital thread that provides supply chain agility and continuity. The data management and traceability provided by Product Lifecycle Management enables organizations to reduce costs, reduce marketing time, and provide the highest levels of quality and compliance.

Use PTC's out-of-the-box applications to lay the foundation for a wide range of new revenue and cost savings opportunities. Seamlessly integrate PLM systems with ERP, MES, CAD, AR, IoT technologies and more.

BOM management

Get full digital associativity across engineering, supply chain, manufacturing, sales, and service.

Change management

Provide built-in governance for automated, accurate, and coordinated enterprise change and configuration management.  


Manufacturing Process Management

Build and manufacture anywhere with a seamless flow of information between engineering and manufacturing.


Model-Based Systems Engineering

Enable collaborative, innovative design and maintenance of complex systems.

Product Data Management

Enable global collaboration across concurrent design environments with a secure, tightly integrated, multi-CAD and product data management system.

Product Variability Management

Manage complex variants and configurations at scale.

Project and Design Collaboration

Manage and execute complex product development projects with collaboration and workflow tools.


Quality Management

Build quality, reliability, safety, and process control into every part of the product lifecycle.  

Product Data Management (PDM)

Product data management is the use of software to help organizations connect and communicate product information across globally distributed teams where multiple CAD tools may be used. It guarantees that every model, drawing or document is secured and easily found in a central repository. With PDM, you ensure that every version and revision is tracked, required approvals have happened, and manual tasks have been automated.

Control CAD data

SolidWorks, Inventor, AutoCAD

Secure collaboration

Fast and secure role-based access to product data by disbursed teams and value chain partners 

Role-based apps

Self-service, out-of-the-box role and task-based apps that provide contextualized information for non-CAD users


Release and change process

Simple workflow capabilities to route documents for approval and/or review

ECAD data management

  Synchronize ECAD libraries with PLM Parts and MCAD models

  Generate viewables

  Publishing of CAD to lightweight viewables for review

Lifecycle management

  Control CAD data status from WIP (work-in-progress) to release


Release and change process

Simple workflow capabilities to route documents for approval and/or review

Product Data Management (PDM)

First Feature

Tell what's the value for the
customer for this feature.

Second Feature

Write what the customer would like to know,
not what you want to show.

Third Feature

A small explanation of this great
feature, in clear words.


Manufacturing execution system (MES)

Computerized systems used in manufacturing to track and document the transformation of raw materials into finished products. MES provides information that helps manufacturing decision makers understand how current conditions in the plant can be optimized to improve production. MES works in real time to allow the control of multiple elements of the production process (for example, supplies, personnel, machines and support services).

Resource Allocation and Status (RAS)

Health monitoring and resource allocation

Dispatching Production Units (DPU)

Dispatching of production.

Data Collection/ Acquisition (DCA)

Data collection and storage

Labor Management (LM)

Personnel management

Quality Management (QM)

Quality management

Process Management (PM)

Management of production processes.

Product Tracking and Genealogy (PTG)

Tracking and genealogy of products.

Performance Analysis (PA)

Performance analysis


Qality management

Quality management ensures quality is designed into every product and process across the enterprise,  including external partners.  Quality management provides automated failure mode and effects analysis (FMEA), enables closed-loop corrective and preventive actions (CAPAs) and accurate root cause analysis (RCA) to accelerate identification, containment, and analysis of issues and tracking of affected items.  Quality Management is required to achieve compliance with regulatory requirements and quality standards in most industries. However, the complexities of dispersed teams, disconnected systems, and a changing regulatory environment create roadblocks to delivering high-quality products. PTC integrates quality management into the PLM process. This enables better management of quality early in the lifecycle which reduces late stage changes and reduces the costs of poor quality.

MBD & MBE

Visibility into model based detailed design data to identify CTQ for development of validation and manufacturing control plans

Closed-loop feedback

Collect product failure and performance data from testing, manufacturing, field/IoT for root cause analysis and feedback to design

Audit

Perform internal and supplier audits to ensure that key corporate processes, requirements, and directives are being followed

Change and configuration management

Communicate changes, requirements, test procedures, and manufacturing controls to downstream teams


                 CAPAs, SCARS, 

and change requests 

Initiate, evaluate, assign, monitor, review, and approve CAPAs arising from internal or external non-conformances

Customer experience
management

Capture all customer feedback, including customer complaints

Non-conformances, deviations, waivers

Intake, evaluate, resolve, and track product and process nonconformance with integrated change management

Standards and
compliance

ISO9000, Six Sigma, APQP, CMMI, and medical device standards like FDA 21 CFR Part 820

Risk and
reliability

IFMEA with direct connection of DFMEA to BOM, Weibull life data analysis, fault tree analysis, risk-based design, prediction, and critical to quality

 Document control
With integral training tracking

Real-time connectivity
Remote monitoring of field products leveraging IoT

Digital product traceability
Standard OSLC, supports certification and qualification ISO26262, DO-178, etc.


Warehouse Management System (WMS)

ERPBOX MOVE Warehouse Management System is an integrated software application that enables customers to enable, support, coordinate and optimize their supply chain and warehouse activities through an extensive distribution network within the four walls of a distribution center, streamlined full fill. The ment process leads to compressed orders. Delivery cycle, reduction of inventory retention costs, maximization of revenue and profit per order.

Flexibility and

Expandability

Easy setup and transfer with quick UAT / QA verification and no downtime

Executive and Operational Dashboards

Providing real-time updates and daily operational stаtus from virtually anywhere.

Reverse

Logistics 

Provide a real-time return of your products at your facility with visual product display and fraud surveillance capabilities.


Intelligent Apparel Management (IAM) 

Provide the ability to design your outfit / outfit using FlexPLM, managing raw material and finished products from garment cutting to sewing of finished products.


Advanced planning and scheduling

The ability to quickly draw up plans taking into account available resources and production constraints (equipment changes, tool availability, communication between machines, etc.) and rapid reprogramming according to pre-established optimization scenarios. The APS concept combines the main elements of the concepts of Material Requirements Planning (MRP), Manufacturing Resource Planning (MRP II), and Finite Capacity Scheduling (FCS).


Sales and Demand Forecasting

Operational forecasting and inventory management, which summarizes the forecasts generated based on the demand "history" of the statistical system and the changes in market conditions expected by the user throughout the supply chain. 

Master Production Scheduling & Rough-Cut Capacity Planning

Analysis of various scenarios to analyze the production plan that meets the needs of the existing order book and the projected sales volume, taking into account the company's available resources.

Finite Capacity Scheduling

It allows you to take into account the dynamics and the real state of things to form schedules according to the availability of resources (equipment, labor, storage, energy sources, basic materials). 




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