When it helps
Contacts are in spreadsheets, quotes are in emails and calls to make are left to memory.
CRM for companies in the material handling sector
We organise customers, quotes and reminders in one program. You can see who follows each sale, where it stands and when to call again.
Organise your customer contactsThe service, in practice
What we build
We set up customer records and tasks around the way your salespeople work.
- Customers, quotes and the person looking after them.
- Deadlines and reminders for customer calls.
- Support for salespeople, where included.
We agree which data to transfer, which programs to connect and how to help people use the CRM.
How we check the results
We check response times, open quotes, calls to make and orders received.
We also check that salespeople actually use the program. Licences and connections to other programs are separate costs.
- Response times
- Quotes and customers to call
- Orders received
FAQ
Material handling CRM: frequently asked questions
Which CRM should a forklift dealership use?
A CRM should fit the people managing customers, quotes and opportunities: sales team size, dealer network, territories and existing software matter more than the product name. ML Strategy Studio starts with your workflow and assesses whether to configure a new tool or improve the existing one. We define records, responsibilities and reminders, with licences and integrations listed separately.
How can a CRM manage forklift sales, rental and servicing enquiries?
We can distinguish enquiries by service and record company, equipment interest, contact person, status and next action. Salespeople can then see whether they are handling a purchase, rental or servicing request. The CRM organises the contact and handover to the right person; it does not automatically replace workshop, parts or maintenance scheduling software.
How can website and advertising enquiries be assigned to salespeople and dealers?
We agree on allocation rules, such as territory, product or an existing customer contact. We define the information to record and how to check that an enquiry has been picked up. We can connect websites and social campaigns to the CRM where the tools allow it; otherwise, we establish clear steps. Your business sets sales responsibilities, not the software.
How can I follow up forklift quotes without forgetting customer calls?
Each opportunity should have an owner, a reference quote, a status and a dated next action. We set up CRM activities and reminders so salespeople can see who to contact and which offers have stalled. The salesperson updates outcomes and useful information. Any automated messages are agreed in advance and do not replace necessary calls or checks.
Can a CRM work with software already used for stock and invoicing?
Yes, where the systems can exchange the required information. The CRM can track contacts and opportunities while existing software continues to manage stock, documents and invoicing. We first assess access, available data, possible connections and update responsibilities. Replacing everything is not always necessary: the project can focus on organising sales work more effectively.
Can you improve a CRM that our sales network rarely uses?
Yes. We review records, opportunity stages, activities and the views available to salespeople. We can simplify steps, organise agreed data and include support for users. We assess enquiries picked up, open quotes and follow-up tasks, as well as actual use of the system. The aim is a tool that helps with everyday sales work.