A customer relationship management (CRM) solution empowers manufacturers to manage and advance relationships throughout the customer lifecycle, giving them an edge in an increasingly competitive market.

2. Why CRM matters to manufacturers
A customer relationship management (CRM) solution empowers manufacturers to manage
and advance relationships throughout the customer lifecycle, giving them an edge in an
increasingly competitive market.
UsingTechValidateanindependentsurvey company,
Insightly surveyed over 400 manufacturing
professionals to discover how they use CRM and
project management solutions to improve operations,
help with supplier communications, and manage
end customers. Using their insights, your team can
spend less time managing the product lines and
more time profiting from business relationships.

3. Top obstacles for
manufacturing professionals
What kind of project
management/workflow
problems were you having
prior to implementing a CRM?
Our CRM solution has helped manage
all projects within the company,
allowing management a better view
of everything that is going on and
where to allocate resources.
– Ryan Ching,
managing partner at Essential Flavours
Difficulty organizing information
Difficulty managing clients and suppliers
Difficulty collaborating with team members
Difficulty managing projects
Lack of general productivity
Other
62%
49%
34%
33%
19%
10%

4. How CRM improves your operations
and relationships
How has having a CRM
solution helped to
improve overall business?
76%
50%
18%
Increased efficiency
Enhanced productivity
Happier customers and clients
Our CRM solution has helped us actually
get work done, and we’re able to review
the entire company’s conversations with
each customer. It has really helped this
new company grow.
– Don Hicks,
vice president of construction and
partner at Tamarack Pipeline Services
CRM solutions address the issues most
important to manufacturers: efficiency,
productivity, and customer happiness.
Installing a CRM also helped survey
respondents achieve the below:
• Improved sales and shorter sales cycles,
resulting from customer and sales data
being organized and available in one place
• Shorter meetings and less time spent on
administrative work
• Reduced overall costs, and as a result, an
increased competitive advantage
Saving time and spending more with clients – that’s progress that benefits the entire customer journey.

5. Boost overall productivity
It’s simple: when data is organized and at your fingertips, you can focus on meaningful work that gets results.
Using CRM, almost 90% of manufacturers saw productivity increase by at least 10%, with 31% boosting
productivity by more than half. That’s hundreds of manufacturers providing suppliers, distributors and
all other contacts with improved, personalized service, simplifying information management and improving
communications – all because they used CRM to make information more readily available.
31% of manufacturers used CRM to
lift productivity by more than 50%.
How much has a CRM solution
helped increase staff productivity?
How?
More than 75%: 10%
50–74%: 21%
25–49%: 32%
10–24%: 24%
Up to 10%: 13%
The most helpful CRM features were:
68% Contact management
41% Sales pipeline management
28% Mobile CRM app
Other helpful features included:
22% File sharing
19% Integrated product management
18% Application integration with Google Apps,
Office 365 and more
15% Customized reporting
7% Social media integration

6. Use your CRM to grow your bottom line
CRM solutions make the sales pipeline a breeze – which improves customer relationships and
ultimately improves business. By enhancing reporting and data organization, you ensure day-
to-day health of your company and continued momentum.
Morethanhalfofmanufacturersimproved
sales by up to 50% after using a CRM.
How much has a CRM helped grow your sales?
Insightly was key for us to evolve as
a company, better processes and
communication, more productivity,
and more sales.
– Alejandro Brenes,
owner of Enertiva
CRMdeliversexcellentteamperformance
– enhanced ability to manage the sales
team on a global basis.
– Dennis Riccio,
vice president of sales at Strasbaugh
7%
7%
26%
35%
25%
More than 75%
50% – 74%
25% – 49%
10% – 24%
Up to 10%

7. Calculating the ROI of CRM
The proper implementation of a CRM forces
a company to verify what it thinks it already
knows about its products and services, value
propositions, and processes. This process alone
is bound to uncover growth opportunities.
– Matthew Stoops,
sales manager at MetalSource
In less than one month, 43% of
organizations surveyed saw a return
on investment.
95% of the organizations surveyed saw their
investments returned within one year.
When a business management tool combines
operational simplicity with increased sales and
enhanced client service, it’s no surprise how
quickly it pays off.
Less than a month: 43%
1–3 months: 29%
3–6 months: 16%
6–9 months: 4%
9–12 months: 2%
More than one year: 5%
How long did it take for your CRM
to show return on investment?

8. How often do
manufacturers
actually use CRM?
How often do you
use your CRM?
I can’t imagine not having our CRM solution.
It takes no time at all to find contacts and other
pertinent information, to see what sales and
opportunities we’ve had in the past year, and
how many opportunities we’ve converted to
sales.Insightlyissuchanintegralpartofwhat
we do that it’s almost instinct at this point.
– Ryan Ching,
managing partner at Essential Flavours
Every day / can’t live without it
Two to three times per week
Once a week
Once every few weeks
Once every few months
Other
52%
33%
8%
2%
2%
2%
Time is one of the most coveted resources in any
organization – especially for manufacturers. Adopting
new technology can add cycles to an already busy day.
However, when a solution is designed from the ground
up to be easy to use, and online support is available
24x7 with tutorials at hand, the long-term benefits of
the CRM adoption process pay off.
More than half of manufacturers that use Insightly CRM
report they can’t live without the tool, and they interact
with it on a daily basis. When you’re considering adopting
a new solution, consider the big picture: where will your
organization be in one year?
Where could it be if you start using a CRM today?

9. Q: How long will it take for Insightly CRM to show ROI?
A: 72% of manufacturers saw their Insightly investments returned in
less than three months. Nucleus Research also reports that CRM
generates $8.71 in revenue for every $1 spent.
Q: How much can a CRM increase our sales?
A: More than half of manufacturers improved sales by up to 50%
after Insightly.
Q: How can improved project management help our
company overall?
A: Of the manufacturing pros surveyed, 62% rated organizing
information as their No. 1 pain point. Insightly CRM centralizes
customer data, so you can streamline project management – and
according to the Project Management Institute, project management
boosts the success rate of strategic initiatives by 16%.
Your days are already hectic. That’s why Insightly CRM simplifies every link in the production
cycle – so you can deliver high standards for client service, streamline operations, and
improve your bottom line.
CRM FAQ
Insightly has dramatically lowered
the administrative cost of CRM
and pipeline management. It is an
essential tool for any small business.
– Jenny Hopewell,
owner of HOPEWELL Companies, LLC

10. About Insightly CRM
Insightly is the easiest customer relationship
managementsolution(CRM)touseformanagingdeep
customer relationships. Customers use Insightly’s
tightly integrated CRM and project management
features to close new sales, track post-sale customer
interactions, and drive repeat purchases.
See how Insightly could transform your
manufacturing business.