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Sales & Client Management

Efficiently streamline, structure and automate your entire working lifecycle - sales to production to service and installation to invoice, all within RADAR CRM. Win, deliver and retain more business, on-time and on-budget.

Marketing

Educate your customers and engage your prospects by triggering fully-automated and sequenced drip campaign marketing activities to dynamic email contact lists and out to your social media channels.

Service

Keep track of your service requests and delivery. Prioritise and allocate work among your team members. Track your time and manage service budgets. Benefit from automation that ties it all together.

Projects

Seamlessly convert sales wins into deliverable projects with clear and organised project, task and time management. Custom user permissions, categories, priorities and statuses help keep your work ordered.

The comprehensive engineering & manufacturing answer to CRM.

 

Sales CRM

Win and deliver more business.

RADAR CRM will have your sales team winning more new business. Increase the amount of time they have to spend engaging customers, and reduce the time they spend sending emails and doing admin, with structured automation that converts new business opportunities into template projects ready for your production team to deliver or your maintenance teams to start supporting.

Increase call rates & talk time

Cut the time spent writing emails and completing admin – calling workflow pop-ups keep your teams on the phone by automating their post-call activities.

Automate your handover processes

Automate that typically painful process of the handover from sales to production or service. RADAR locks your processes on rails – capturing what’s needed from sales to instantly create contract documentation for clients, spin up production projects or service level agreements for your team to begin delivering.

Keep your team on-process

With rigid personalised workflow tracks, you can lock your team on-process to minimise human error and ensure compliance obligations are enforced.

Marketing Automation

Guide your prospects.

Create and cadence a series of any number of automated marketing campaign activities via email, social and phone. Transition prospects from one campaign to another without any human intervention.

Define your own campaigns

Easily create and schedule campaigns on intervals that best suit your message. Such as; day 1 – email > day 7 – call > day 12 – social.

Track the activity

Track the engagement by each prospect. Automatically trigger a series of follow-up actions based on each individual prospect’s activity.

Dynamic campaign rules

Automatically transition prospects from campaign to campaign, by pre-determined logic rules to define who should receive which campaign message.

Analyse the results

Dashboard widgets allow you to view the performance of your campaigns against one another, with the ability to drill-down into the data.

Sales CRM

Deliver service excellence.

Get your support or customer service ticketing organised, structured and backed by powerful automation built around your business processes.

Automatic dynamic action

The in-built text parser within RADAR CRM will do away with the need to manually triage your inbound service requests, automatically assigning inbound emails against the right ticket type, and more.

Follow-on triggers

Cut red-tape and repetitive tasks by relying on automated workflow activities on the back of your service ticket actions, tailored to your business processes.

Cross-module activities

If a service request within your business workflow demands attention from sales, or has implications on projects; you can rely on RADAR CRM to link-up activities for you automatically across the relevant system modules.

All in one place

Keep all of your data and activities with your customers, suppliers and partners in one place.

Marketing Automation

Slick project management.

Gone are the days of missing project updates, task time not getting logged or proof & review processes not getting followed. Projects inside RADAR CRM will keep you on-track.

Permission-based logic

Never let a task slip past a review or approval process step; Lock your users within their permission-grade by restricting the steps they can take within their assigned tasks.

Timesheets and reminders

If the measurement or billing of time is important to your business, you can monitor and prompt your team to log their time against their tasks and projects, which compile into their timesheet record.

Automatic email prompts

Automatically issue reminders by email, whether a task is overdue, requires approval or is re-assigned between team members.

Project dashboards

Easily view lists of tasks together on a sortable, searchable dashboard view for easy project management.

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Addressing the CRM challenges of engineering and manufacturing firms.

Your challenges…

…understood.

Inter-Departmental

It can be a time consuming and cumbersome process to communicate, handover and begin to service new pieces of business. Details can so easily get lost in the cracks.

Your workflow, automated & structured

Completely digitise and automate your production lifecycle within RADAR. From a new sales opportunity being closed, to a production or service workorder / project being spun up, to the delivery and invoice going out the door.

Mobile / front-line workforce

With a considerable portion of your workforce being 'on the front line' - either servicing customer's in the field, or away from desks in the workshop, it can be incredibly difficult to effectively communicate, share information and delegate workload, without considerable manual intervention.

Your team, as one

With RADAR's mobile app, your team can be working off the same page, whether on the factory floor, at customer's sites or in the office - one seamless workflow for all.

Stock and components

Managing the stock of completed products, and component parts you need for your production processes alike, causes many in the industry a headache.

Your stock, managed

RADAR will track both the stock and sale of completed products, in addition to the component part make-ups. Ensuring consistency, accuracy and efficiency in your production lifecycle the whole way through.

Managing service

Keeping track of your service obligations can get complex. If you have SLAs to deliver on customer operated assets, there is a lot of data to keep track of, work assignments to delegate and customer enquiries to handle.

Your service, managed

Whether you are managing physical assets or provide an technical support service, RADAR can track, manage and help you deliver on your service obligations, whatever they may be.

Billing

With a number of component parts to your process, mistakes can often be made in ensuring the right information hits the accounts team to invoice accurately and in a timely fashion.

Your invoicing, sorted

Whether you ship product, deliver technical engineering services or a combination of the two - RADAR has your back. From a comprehensive product pricing book to time-based tracking & billing, RADAR supports your personalised billing processes, effectively.

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Discover how RADAR can be best aligned to your business.

How has RADAR CRM been best tailored to the engineering and manufacturing sectors?

Built by those in the know.

RADAR is not just another CRM. Built by the team at Wingman, a professional services marketing agency – using our intimate knowledge of delivering campaigns within the energy, utilities and communications sectors – RADAR has been developed from the ground-up to suit the needs of ambitious, process-driven and focused firms.

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Most other systems are missing fundamental features. How is RADAR different?

Automation

Find most systems miss a fully joined-up approach? Letting opportunities slip through the cracks?

 

With RADAR, we took a rigid approach; building automated process steps to suit your business workflow. The integrity of your data and business processes are maintained, RADAR CRM controls the order, format and steps taken by your users when inputting data – whether updating a sales opportunity, creating a new project or logging time against a task.

Cost

Confused or frustrated by the cost or sheer complexity of some CRMs pricing models?

 

We were too. So we decided to take a straight-forward, flexible model based on the number of people you need to access a CRM. Each of our plans allow you and your team access to all of the features and functionality of our CRM, without any hidden surprises or restrictions.

Personalisation

Stuck working the way your CRM provider decided you should work? Don’t let your system hold you back.

 

RADAR has been built to work around you. During your onboarding process, our team will map and custom build workflow automation to your business process. Whether that’s for sales, projects or service ticketing – you are able to collect, store, manage and trigger activities from your data in a way that suits.

Data Integrity

Very frustrating when your data always ends up in a mess, isn’t it? Most systems won’t help.

 

We feel your pain! To maintain the integrity of your data set, whether that’s fields of contact information or the status of a task for example, you can dictate how data is input, in which order and dynamically change the options presented to your users based on their prior inputs. Keeping your data clean, organised and valuable.

Fly your business on course with the help of RADAR CRM.

See how RADAR can be tailored to your business.

Book your free demo call today.

Book now
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