CRM Implementation for a Transformer Manufacturer
- A First step towards Industry 4.0

Written by Arunkumar Ganesan  @lmnas

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Client Background

A German based Transformer manufacturer with presence over 15 countries over 1500 employees. The company produces and distributes cast resin distribution transformers for their global and local industrial customers.

Business Challenges

The operations manager used to have long Tuesdays as he has to submit the weekly sales-pipeline, order-backlog and other budgetary reports to his senior executives. Different quotes from different sales person for the same Tender leading to disputes as there is no central CRM system.

  • The company has invested in one of the major ERP systems to handle their core manufacturing process. However, the current ERP system is not providing a comprehensive solution to handle Pre-Sales and Sales.
  • Pre-Sales, Sales and Finance team are still operating in excels and other manual ways to handle their sales pipeline.
  • Planning and Budgeting is a tedious task as Finance team need to manually feed the Pre-Sales and Sales forecasted revenue and targets in the current ERP system for auditing.
  • Quoting to customer becomes extremely difficult for the Sales personal as they don’t have system to compute breakups on the material, labor and other costs to arrive at the profit margins.

Solution Highlights

LMNAs provides comprehensive ERP(LERP) solutions to various industries. LERP has inbuilt module exclusively for the CRM process. Most of the current customer pain areas were addressed by LERP CRM capabilities Out of the Box. We have tailored the standard Pre-Sales Enquiry and Offer management to optimize the offer margin based on Bill of Material, labor and other operational costs. We have streamlined the workflow of Pre-Sales, Sales, Design, Finance, and Production teams which ensured zero manual errors. Sales projection are now based on the LERP workflow. Order backlogs and delivery plans are reported through LERP reports and dashboards.

What is Industry 4.0 ?

Industry 4.0 refers to a new phase in the Industrial Revolution that focuses heavily on interconnectivity, automation, machine learning, and real-time data.

Industry 4.0, also sometimes referred to as IoT or smart manufacturing, marries physical production and operations with smart digital technology, machine learning, and big data to create a more holistic and better-connected ecosystem for companies that focus on manufacturing and supply chain management. 

Implemented Functionalities

  • Master Data
    • Customer with Multiple address, State an GST. This avoided customer duplicates based on GST.
    • Item with Variants. To create variations of transformer based on its characteristics
    • Bill Of Material (BOM). Design the end product based on Item variant characteristics. To capture raw material cost, Labor and other operational expenses.
  • Transactional Data
    • Enquiry: Centralized enquiry management. Assign responsible person. Keeps track of important notes, dates, follow up remainders. In built communication channel to collaborate with other teams (say Design and Finance teams)
    • Offer: Margin calculation based on BOM Raw Material, Labour, Operations and other overheads. Approval mechanism if margin falls below a threshold. Templated Terms and Conditions
    • Sales Order: Copy data from offer like price, terms and other critical data for consistency. Delivery schedules at item level. Pre-defined payment terms templates to avoid disputes.
  • Reports & Dashboards:
     Enquiry Funnel Report, Budget forecast Report, Sales Order backlog Report. Enquiry and Offer Dashboard and Role based Dashboards
  • Email and Print formats:
     Pre-defined Email formats for inter and intra team communication. Custom Print formats for Offer to customer.
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Business Value

  • 50% more offer closure.
  • Any report in under 59 Seconds.
  • 0% Duplications (both master data and transaction data)
  • 100% Consistency across the workflow

Timelines

  • Day 1 – Prepare
  • Week 1 – Explore
  • Week 2 – Realize
  • Week 3 – Deploy
  • Week 4 – Run

A successful ERP implementation can do wonders for your business. You can make your company do the talking and make a mark in the competitive market. So, do you wish to implement ERP and get ahead of your competition? Want to go a notch higher by incorporating the ERP solutions into your business? Well, look nowhere when LMNAs is here! Check out our pricing plan to find the best that suits you. We give our best in understanding and fulfilling your goals. Feel free to contact us through, and we will revert at the earliest.

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