Insightly makes it easier for Krauss-Maffei’s reaction process machinery division to scale its sales operations.
Krauss-Maffei Corporation was founded in 1966 and is a leading manufacturer of plastics processing machinery. As the US headquarters of the Munich-based KraussMaffei Group, Krauss-Maffei Corporation is the only North American company with expertise in injection molding, extrusion, and reaction process machinery.
Seeking to streamline its quoting and sales pipeline, Krauss-Maffei’s reaction process machinery division began evaluating CRM solutions. “Before discovering Insightly, our sales team relied on a combination of spreadsheets and document routing apps,” said Seth Rodden, Regional Sales Manager, Composites at Krauss-Maffei. “We needed an enterprise-grade CRM that could automate our quoting process and streamline our sales management workflow.”
Krauss-Maffei’s reaction process machinery division needed an easy-to-use CRM that offered native workflow capabilities to automate complex sales processes.
Insightly’s clean and modern user interface, customizability, and workflow automation eliminated the need for spreadsheets and accelerated sales efficiency.
By implementing Insightly, the team has become more efficient and enjoys enhanced communication between staff who are spread across multiple offices and continents.
Intuitive interface, powerful workflows
Having implemented other third-party CRMs for prior employers, Rodden knew that Krauss-Maffei needed a CRM that was both easy to use and highly adaptable to the company’s complex s
Insightly does everything in the most intuitive way possible.
ales and quoting processes. “We considered a few homegrown solutions, but they were too simplistic for our needs,” Rodden said. “We also considered Salesforce CRM, but we felt like the user interface was not a great fit for our needs.”
Realizing the need for an intuitive CRM that offered workflow automation, the team turned to Insightly.
“Insightly’s user interface is pleasant to look at and very user-friendly,” Rodden said. “We also liked Insightly’s workflow feature, which aligned with our desire to automate as much as possible.”
Smooth onboarding, rapid adoption
Insightly’s customer success team and online support library expedited onboarding for all of Krauss-Maffei’s users. “Getting people to accept change isn’t always easy, but we had no problem rolling out Insightly to our team,” Rodden said. “We enjoyed working with Insightly’s customer support group and found the documentation to be very helpful.”
Smooth onboarding freed up more time to customize Insightly to the team’s exact needs. “A colleague and I collaborated to customize Insightly through the back-end interface,” Rodden said. “After configuring our preferred settings, required fields, and workflows, we created internal best practice guides that were distributed to the sales team.”
Efficiency, accountability, and communication
Successfully implementing Insightly has elevated the division’s efficiency from a sales process perspective. “Insightly automates our quoting process that contained 63 decision nodes and elements,” Rodden said. “As a quote moves through the pipeline, we simply click a box to advance it to the next stage and remind stakeholders to take action.”
Leveraging Insightly as the sales team’s central source of truth has led to enhanced transparency, more accurate forecasts, and better data. “Sales reps are now more accountable to the data that they input into the system,” Rodden said. “As a result, we now have more reliable data and forecasts.”
Scheduled reports feed key business metrics to users who are spread across different geographic locations. “Reporting has been our biggest gain from adopting Insightly,” Rodden said. “Insightly makes it easier for everyone to get the information they need, regardless of where they’re physically located.”
Optimizing for the future
Looking ahead, the team plans to add more users and build additional data-driven reports in Insightly. Migrating the team’s project management activity into Insightly may also be on the horizon. “Our project management team uses some very complex spreadsheet macros to track projects,” Rodden said. “Moving our projects into Insightly could offer additional efficiency and reduce overlapping data sources.”View All Customer Stories