Industries · Industrial Manufacturing & Equipment
From Enquiry To Installation And AMC, All Connected
Capital equipment sales take months, involve many visits and turn into projects and service contracts. Effezient carries every deal from first enquiry through delivery and years of after-sales service.
Trusted by growing businesses across India since 2014
Challenges we solve
Built Around How Industrial Manufacturing & Equipment Businesses Work
Challenge
Months-long sales cycles
Enquiries go quiet and nobody notices until the competitor wins.
Pipelines, quotations and condition-based workflows assign the next activity automatically.
Challenge
Sales-to-delivery handover
Delivery hears about a won order days later, with half the details.
A won opportunity creates its project automatically, from templates per division.
Challenge
AMC and breakdown service
Contracts, SLAs and PM schedules live in separate files.
Service calls, contracts, SLAs and preventive maintenance with an engineer app.
Challenge
Machines in the field
Service history is scattered across emails and registers.
Serial number tracking links each machine to its warranty and service history.
How it works
A Typical Day, Fully Connected
- 1
Enquiry assigned
A new enquiry is assigned to the right salesperson automatically.
- 2
Site visits & quotation
Visits, technical discussions and the quotation are logged on the deal.
- 3
Deal won, project created
Winning the order creates the delivery project from a template.
- 4
Installation milestones
Tasks, dependencies and milestones track installation to handover.
- 5
AMC & PM visits
Preventive maintenance and service calls follow the contract SLA.
Recommended modules
The Effezient Stack For Industrial Manufacturing & Equipment
Why switch
Disconnected Tools vs. One Connected Platform
| Disconnected tools | With Effezient | |
|---|---|---|
| Customer data | Scattered across phones and Excel files | One shared customer record for sales, orders and service |
| Field visits | Reported on WhatsApp and calls | Planned, approved and geo-verified |
| Orders | Re-typed by the back office | Placed from mobile, straight into order management |
| Expenses | Paper receipts and spreadsheets | Linked to the visit, with multi-level approval |
| After-sales service | A separate register or app | Service calls and SLAs linked to the customer and serial number |
| Management view | Month-end reports | Live dashboards for every team |
Who it's for
Built For Industrial Manufacturing & Equipment Teams Like Yours
Already running on spreadsheets and WhatsApp groups? We migrate your customers and train your team, with live sessions and short videos for every module.
- Machine & equipment manufacturers
- Industrial automation companies
- Pumps, compressors & motors
- Capital equipment dealers
- EPC & turnkey contractors
FAQ
Industrial Manufacturing & Equipment Questions
Can a won order automatically become a project?
Yes. When an opportunity flagged for a project is won, the project is created automatically from your division's template.
Can we manage AMC contracts?
Yes. Contracts and SLAs, preventive maintenance visits and breakdown calls are handled in Field Service.
We have several divisions. Does that work?
Yes. Templates are designed per division, and progress dashboards are department-wise.