Defense Industry CRM
In the defense industry a job runs in people's own folders: because technical correspondence, contact history and the quotes given sit scattered, when the file changes hands the office's memory goes with it.
A request for quotation is an opportunity record; the deadline, the specification items and which unit will prepare the reply are its fields, and a task opens as the date approaches.
- Track opportunities in the long procurement cycle stage by stage, and do your forecasting over those stages
- Gather the communication history and notes of organisation and supply chain contacts on a single customer record
- Keep the end date of the non-disclosure agreement on the organisation record and limit the user group that can see the file from the record itself
- Connect a single WhatsApp business number to the team inbox, and let conversations be assigned to the person responsible by the rule you define
- Measure sales performance and team productivity through reports
| Request for Quotation File | A request for quotation coming from the prime contractor is an opportunity record; the deadline, the specification items requested and which unit will prepare the reply sit in its fields, and a task opens as the date approaches. |
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| Program and Platform Field | Every job carries which program and platform it belongs to in its own field; jobs on different programs of the same organisation are separated by that field, and when the file passes to another engineer the technical correspondence stays on the same record with its attachments. |
| Non-Disclosure Agreement and Access | The parties to the non-disclosure agreement signed with the organisation and its end date are fields on the organisation record; which user group can see a job sits in the record's access setting, and agreements that have expired drop into a list by date. |
| Qualification Process | Every job that goes to the prime contractor is a record; sample submission, qualification approval and the quote are separate stages of that record, and when the stage changes its date and owner are updated on the same record. |
| Approved Supplier Card | Each of the sub-suppliers that make part of the work is its own record; which part family they are approved in, the expiry date of their approval certificates and the note left at the site audit are fields on that record; a supplier whose certificate has expired drops into a list by date, and which supplier is linked to the request for quotation file is read from the same record. |
Three jobs running in the same office are at three different levels of maturity: one at the sample stage, one quoted and waiting, one in pre-contract discussions. Which of them is about to run out of time is only seen when the files are opened one by one, and that happens after the time has passed.
Rapitek CRM lines these jobs up on a single pipeline; as the stage changes the revenue forecast is updated, and for every quote whose deadline is approaching a task goes to the person responsible. Because correspondence with the customer stays on a shared business number rather than on personal phones, when staff change the history stays where it is and the manager can see response times.
