7 Key Features Every Manufacturing CRM Needs to Drive Sales

If you’re looking to find the best customer relationship management (CRM) platform for your manufacturing company, you need to find the CRM that has all the features your team needs. A CRM that has everything your company needs will help you sell more of your products to your customers and clients.

On this page, we’re diving into the seven features every manufacturing CRM needs. This will help you find the perfect platform that fits all your company’s needs.

And if you’re ready to get started with a manufacturing CRM right away, check out Nutshell. Equipped with hassle-free contact management capabilities, lead tracking functions, reporting features, and much more, Nutshell makes generating leads and earning more sales a piece of cake for manufacturing companies like yours. 

See what Nutshell can do for yourself by starting your free 14-day trial with no commitment to purchase today!

7 features every manufacturing CRM needs

Searching for must-have CRM features for manufacturers? We’ve got you covered. 

Check out this list of the best manufacturing CRM features that will help your company sell more of your amazing products below:

  1. Contact management
  2. Lead management
  3. Pipeline management
  4. Sales automation
  5. Email integration
  6. Team collaboration
  7. Reporting and analytics

1. Contact management

As a manufacturing company, you need to interact with several new leads, current prospects, and customers. That’s why contact management is one of the best CRM features for manufacturers. 

To reach out to new leads to nurture them toward purchasing your products and stay in contact with current customers to keep them coming back for more, you need access to their contact information. 

Ensure that your chosen CRM platform enables you to store the information of your leads and customers so you and your team can easily access them when needed. 

contact information in Nutshell CRM

For example, Nutshell allows you to automatically collect lead information, like names, email addresses, and phone numbers, directly from your website with customizable web forms. Then Nutshell stores this information in one single central location for easy access. 

2. Lead management

To increase your product sales, you’ll need to successfully manage your incoming leads. That’s why lead management is second on our list of CRM features for manufacturing companies. 

A CRM with lead management and tracking capabilities will help you identify, score, and monitor each lead that enters your pipeline until they convert. As a result, you’ll never have to worry about forgetting to follow up with an important lead and missing out on a sale. 

leads in Nutshell CRM

Our CRM software helps you not only track leads as they enter your pipeline, but it can also identify your “hot leads”, or the leads that are likely to provide the most value for your manufacturing business. Then, you can easily identify your most valuable leads and reach out to them immediately, leading to more sales and revenue for your company. 

3. Pipeline management

Similar to lead management features, pipeline management functions give you a complete bird’s-eye-view of your entire sales pipeline. 

By choosing CRM software that offers pipeline management features, you can: 

  • View each prospect’s current stage in your sales funnel
  • See how many total leads are in your pipeline
  • Understand how and where leads entered your pipeline
  • View where leads dropped out of your pipeline
  • Analyze the interactions that led to a prospect making a purchase
lead pipeline dashboard in Nutshell CRM

Nutshell’s pipeline management features enable you to gather insights into which strategies and messages drive the most leads and conversions for your business. That means you make data-driven decisions to optimize your strategies to drive even more sales for your manufacturing business!

4. Sales automation

Nurturing prospects toward purchasing your products is a time-consuming but valuable task. CRM workflow and sales automation capabilities can make this process infinitely easier for you and your team, which is why it’s number four on our list of must-have CRM features for manufacturers. 

Marketing and sales automation features help you: 

  • Automatically collect lead and customer data and store it in your CRM
  • Send automatic, personalized email messages and drip campaigns to nurture leads and upsell current customers
  • Receive alerts whenever a lead or prospect takes a specific action, like filling out your product information request form
  • Send automatic follow-up messages to leads that haven’t responded in a while
  • And more
pipeline stages in Nutshell

Nutshell can help you automate a plethora of time-consuming tasks and help you streamline your selling processes. 

For example, with Nutshell, you can automatically assign new leads to your sales reps, collect and store lead information from your website forms, send reminders and guidance to your team at every stage of a prospect’s buying journey, and much more.

5. Email

Next on our list of must-have CRM features for manufacturing companies is email. As a manufacturing business, you’ll need to stay in contact with your leads and customers through frequent email messages. 

Typing emails and sending them to long lists of prospects and customers is incredibly time-consuming. 

Ensure that your chosen CRM platform comes equipped with email capabilities to help you streamline, automate, and improve your email marketing and lead nurturing messages. 

automated email sequences in Nutshell CRM

For example, Nutshell’s email features enable you to: 

  • Segment your email list
  • Send personalized emails based on your audience’s interests
  • Send automatic, personal email drip sequences
  • Access a long list of pre-designed email templates
  • And more

6. Team collaboration

Sixth on our list of manufacturing CRM features is team collaboration. Every manufacturing business needs to keep its sales team on the same page when it comes to selling products. 

That’s why your chosen CRM platform should come equipped with team collaboration functions to help your sales team collaborate on sales so you can sell more of your amazing products. 

With Nutshell, your team can tag each other on deals to ask questions or get assistance and view previous call and email messages your team had with a prospect, so you always know what deals need your attention and understand what leads previously discussed with your team. 

7. Reporting and analytics

Last on our list of manufacturing CRM features is reporting and analytics. If you want to improve your processes and strategies to drive growth for your manufacturing company, you’ll need to understand which strategies currently drive the best results. 

And to gain those insights, you need a CRM platform with reporting and analytics features. With these features, you can understand which strategies generate leads for your company, understand what messaging causes leads to drop out of your funnel and which ones encourage them to convert, and much more. 

sales report in Nutshell CRM

With reporting features in a CRM like Nutshell, you can:

  • See your current sales performance
  • Forecast future sales
  • Analyze lost deals
  • View the sources of your leads
  • Download presentation-ready reports and charts
  • And more

Get all the features every manufacturing CRM needs with Nutshell

Looking to start your search for CRM software after reading our list of must-have CRM features for manufacturers? Start and finish your search with Nutshell

When you use Nutshell, you’ll have access to all the best CRM features for manufacturers, including sales automation capabilities, lead tracking features, contact management functions, and much more. 

With hassle-free features, Nutshell enables every member of your team to maximize your manufacturing company’s product sales and revenue with no previous experience necessary. 

Plus, our friendly team is always available to help you drive revenue with every feature Nutshell has to offer. 

Start your free trial today to how Nutshell powers growth for manufacturing companies!


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