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Sales & Engineering


Product Configurator

The Product Configurator is a user-friendly tool for building products or part structures in the quote or sales-order process. To speed the configuration process and improve accuracy, Product Configurator displays only information that is necessary to complete a specific step in the configuration process and ensures that only deliverable products can be configured. Customers and sales reps who are traveling can access the solution via the web. Product Configurator integrates with core enterprise processes, such as inventory management and costing, to help you minimize costs.

Contact Management

Made2Manage CRM Contact Management provides time-saving access to accurate customer information for everyone in your organization to improve your customer contact process, implement better marketing campaigns, and ensure the right person addresses a customer issue.

Estimating and Quoting

Made2Manage CRM Estimating and Quoting capabilities lower the costs and enhance the quality of the customer-selection process by improving order accuracy, reducing processing time, and integrating with your company’s inventory, costing, and capable-to-promise processes. The solution links estimating and quoting processes to bills of materials, routings, product configuration, and pricing worksheets.

Opportunity Management

Made2Manage CRM gives you full visibility into your sales opportunities so you accurately forecast the sales pipeline and manage prospects. Sales reps have the flexibility to manage contacts, accounts, and tasks in Microsoft® Outlook while on the road and then synchronize updated information with the CRM solution when they return to the office or connect to the solution online.

Order Management

Made2Manage CRM streamlines and automates the sales order and fulfillment processes to improve order accuracy, reduce response times, and lower costs.

Capable-to-Promise

The capable-to-promise functionality provides real-time visibility to inventory and production for configured or standard products. Users can provide prospective customers with realistic delivery dates in real time to help improve the sales-close rate, pricing and margins, and delivery performance.

Credit Management

Made2Manage CRM makes it possible to see sales and payment activity for individual customers so you can streamline credit management, repayment management, and improve cash flow.

Customer Management

The Made2Manage CRM solution provides employees responsible for customer management tasks with easy, single-screen access to comprehensive information about individual customers, such as locations, types of operations, and accounts receivable. Starting with the first interaction as a prospect, Made2Manage Customer Management maintains an accurate history of interaction with individual customers, which saves time and improves the way you communicate with and serve customers.

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