Présentation
CRM
Manage prospects, customers, enquiries, tenders, and sales opportunities in one manufacturing-focused pipeline. Track scope, value, expected award dates, win probability, competitors, commercial terms, activities, and follow-up tasks. When an opportunity is won, convert it directly into a project for a controlled handover from sales to planning and execution.
Ce qui est inclus
- Manage enquiries, tenders, and opportunities through a structured sales pipeline from first contact through qualification, quotation, award, loss, or cancellation.
- Track commercial value, estimated cost, gross profit, probability, expected award dates, delivery dates, scope of work, competitors, Sales Owners, and Estimators for every opportunity.
- Monitor Total Pipeline, Weighted Forecast, win rate, secured work, gross profit, and commercial tonnage through connected dashboards and analytics.
- Build customer and prospect intelligence around open enquiries, pipeline value, won opportunities, commercial history, contacts, tasks, notes, documents, and linked projects.
- Convert a Won enquiry into a new Fabritec project—or link it to an existing project—so commercial information moves directly into operational execution without rebuilding the project from scratch.
Bénéfices
- Give leadership a reliable view of future work, expected awards, pipeline value, and potential manufacturing demand.
- Reduce dependence on personal spreadsheets, inboxes, and disconnected tender trackers.
- Improve sales accountability by keeping ownership, follow-ups, probabilities, dates, and opportunity status visible.
- Create a cleaner handoff from sales to project and operations teams once an opportunity is won.
Ce que cela résout
Remplacez les tâches dispersées par un flux maîtrisé.
Avant Fabritec
- Enquiries and tenders are tracked through individual spreadsheets, email inboxes, and personal follow-up lists.
- Management has limited visibility into total pipeline value, probability, expected award timing, and future workload.
- Customer history, quotation information, competitors, notes, and sales activities are scattered across different systems and people.
- When an opportunity is won, commercial information must be manually transferred to project and operations teams.
Avec Fabritec
- Every enquiry is managed through a shared pipeline with customer, scope, commercial value, probability, ownership, dates, and status connected in one record.
- Forecast dashboards turn enquiry information into live visibility of pipeline value, weighted forecast, profitability, expected awards, and commercial outcomes.
- Customer profiles connect prospects and established customers to their enquiries, won work, contacts, tasks, documents, and real project history.
- Won opportunities can move directly into the Fabritec project workflow, connecting the sales pipeline to the manufacturing operation that will deliver the work.
Idéal pour
Conçu pour les environnements d’exécution exigeants.
Utilisez cette fonctionnalité lorsque le travail passe par plusieurs étapes, équipes ou transferts opérationnels.
Sales & Business Development Teams
Manage enquiries, tenders, follow-ups, probabilities, and commercial opportunities through one structured manufacturing sales pipeline.
Sales & Commercial Managers
Monitor pipeline value, forecast, profitability, expected awards, win rates, and team performance from connected commercial data.
Project & Operations Leaders
See what work may be coming and carry won opportunities into execution with customer, scope, and project context already connected.
Connect the work you are pursuing to the operation that will deliver it.
Manage enquiries, tenders, forecasts, customers, and won opportunities in one manufacturing-focused CRM, so sales has clearer pipeline control and operations gains earlier visibility into the work ahead.