Crowe CRM for Metals

Optimize Sales & Customer Management for the Metals Industry

Metals businesses face challenges like pricing volatility, contract-based sales, and inventory complexities. Crowe Dynamics 365 for Metals helps streamline sales operations, enhance customer relationships, and improve pricing and inventory tracking.

Key Features

🔗 Connected Sales & Operations

• Integrate CRM with ERP to track inventory, procurement, and sales.
• Automate pricing approvals, discount requests, and margin protections.
• Sales Pipeline Alignment – Improve forecasting with real-time demand and performance analytics.

📊 Smarter Pricing & Quoting

• Flexible Pricing Configurations – Support contract-based pricing with configurable approval workflows.
• Power Apps for Advanced Quoting – Enable automated price adjustments and bulk discounts (customization scope based on needs).
• AI-Driven Pricing Insights – Use Copilot to recommend optimal quotes based on market trends.

📈 AI-Powered Sales Intelligence

• Customer Scorecards with Power BI – Assess profitability, engagement trends, and churn risks.
• Multi-Company Sales Workbench – Consolidate sales data for better forecasting.
• Automated Sales Summaries & Next Steps – Copilot generates meeting recaps and action items.

📱 AI in Outlook & Teams for Sales Productivity

• Copilot for Outlook & Teams – Summarize interactions, generate trip reports, and automate follow-ups.
• Real-Time Account Updates – Capture voice notes in Teams and log them in CRM

Get Started

📌 Exploration Workshop – Learn how Dynamics 365 can optimize sales for metals companies.
📌 Discovery Session – Assess your needs and develop a tailored CRM implementation roadmap.

Contact us today to transform your sales process with Crowe Dynamics 365 for Metals!