Automotive · Industry Solution
CRM for Automotive
In automotive, OEM supply discipline, on-time delivery and full traceability require functions to keep each part’s history and quality record complete. Bring all of your customer relationships onto one platform. With opportunity and quote management, interaction tracking, email integration and mobile access, you run the sales process around each customer and keep meeting and quote records in one place.
Automotive context
Why CRM works differently in Automotive
In Automotive, automotive value chain center on sector-specific concepts such as OEM supply discipline, part number, PPAP/quality document. In automotive, OEM supply discipline, on-time delivery and full traceability require functions to keep each part’s history and quality record complete.
Qera ERP's CRM module is set up around how the automotive sector works: Brings OEM and dealer relationships together with request and complaint history in one place.
- When OEM customers' on-time-delivery and quality expectations are strict, planning errors create contract risk.
- When spare-part diversity (reference/OE code, aftermarket) can't be managed, stock and sales tracking gets tangled.
- Without part and serial/lot traceability, you can't find the root cause in a quality issue or recall.
Capabilities
How Qera CRM works in Automotive
The core capabilities of the CRM module, described for the part number and series/batch needs of the automotive sector.
Opportunity and quote management
Manage sales opportunities step by step on an opportunity card; track quotes live with statuses such as 'Drafting', 'Sent', 'Awaiting Approval' and 'Accepted/Rejected'.
Digital approval mechanisms
Route quotes automatically to the right managers; shorten approval time by ending paper-based processes.
Interaction management
Record phone, email, in-person meeting and social media interactions as different activity types; reach customer history instantly.
Meeting minutes
Enter meeting decisions, assigned tasks and action items directly into the CRM, so everyone works from the same record.
Outlook and email integration
Email correspondence is saved automatically to the relevant customer or opportunity card; the full communication history becomes accessible from one place.
Mobile app support
Field teams reach all CRM data from a mobile device; they create new activities, take notes and send quotes for approval.
Outcomes
What it delivers for your Automotive business
What you see in automotive operations once it is set up properly.
- All customer meetings and correspondence are collected in one database.
- Everyone can see which stage a quote is at; approvals run digitally, so the sales cycle shortens.
- Manual data entry decreases, so the sales team has more time for customers.
- The field team reaches up-to-date customer data from a phone.
Explore further
Related pages
Full details of the CRM module, the Automotive sector page and other Automotive solutions.
Let's plan CRM for Automotive together
Get in touch for a demo tailored to the specific needs of the Automotive sector.