Plex Global CRM Demo for Manufacturers

Video

Build Strategic Customer Relationships

Plex Customer and Sales Management brings you closer to your customers for more strategic customer relationships, by enabling automated processes and interactions that result in more flexible global engagements. (4:14)

Video Transcription

Plex Customer and Sales Management brings you closer to your customers for more strategic customer relationships, by enabling automated processes and interactions that result in more flexible global engagements.

Plex Customer and Sales Management maintains a centralized connected system for more strategic customer relationships.

Plex automates processes and interactions for more streamlined communications

And Plex enables  flexible global engagements to make it easier for you and your customer to conduct business.

A strong customer relationship begins with having a 360-degree view from the Customer Cockpit. The industrial C-R-M functionality makes it easy for you to conduct business with an all-in-one, unified cloud-based system. You maintain various contacts for each prospect or customer, record sales opportunities, send quotes against those opportunities, convert quotes into orders, capture meeting minutes, and a lot more.

As a manufacturer, your response time to customer requests can be a competitive differentiation. Plex includes a fully integrated Electronic Data Interchange system. By supporting the automatic, real-time exchange of electronic documents, Plex helps you comply with the paperless, just-in-time needs of your business.

The EDI Log in Plex tracks both inbound and outbound communications. In this case, a number of automatic shipment notifications—commonly called ASNs—are listed. Plex can automatically send alerts to the appropriate people regarding any errors so that they can be quickly reconciled.

Plex helps you stay in compliance with industry and customer - specific standards and caters to their underlying business rules, including full release accounting and support for cumulative quantities.

Plex supports various methods of customer managed inventory practices, including “consignment” and “customer owned” agreements.

This system accommodates other business practices for billing and replenishment arrangements such as self-billing, auto-replenishment, and automatic invoice creation.

There is a fine balance between being considered “flexible” or “easy to do business with.” By defining the ground rules for efficient and streamlined interactions, Plex helps you find that middle ground with ease.  For example, with workflow control you can make sure that everyone is on the same page and that things get done on time and in the proper sequence.

Plex’s highly configurable workflow-driven wizard is ideal for responding to customer requests for quotation. In this case, to allow for customer-specific pricing based on volume discounts and other parameters, such as material costs, process operations, difficulty factor, margins and commissions. 

Plex keeps you connected to your business with a secure portal for a variety of self-service functions, such as order and release management. And because your subscription includes unlimited users, there are no additional costs required to extend access to as many customers as you like.

In addition, Plex includes printing capabilities for customer-specific barcode labels, and shipping documentation, including labels for containers, pallets, parts, and work-in-progress inventory.

Plex Customer and Sales Management maintains a centralized connected system for a strategic customer relationship with flexible global engagement through automated processes and interactions.

To learn more or see a more detailed demonstration, please contact Plex at 855-534-8012 or visit plex.com/contact.

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