snowshoe2
Mechanical
- Sep 10, 2012
- 58
So, We are taking a large bite to move forward and implementing PDM, and possibly CRM (Customer Relationship Management).
We are a manufacturing company that use Solidworks and need a PDM system to manage data, currently the short list is SW PDM Enterprise and Adept Synergis. Have used SW workgroup previously and don't want to go there. QUESTION - Without going to the PLM route, are there high caliber PDM systems we should be considering to use with SolidWorks (and the odd Acad file)?
The CRM component is because we do custom designs for our customers and the projects can go several months with thousands of emails per project and customer. Our desire is to pull togethor the emails and phone logs with the CAD data into an easily searchable form. Have been researching many CRM packages and it seems to me too many of them are focused on high marketing scenarios and not project situations. QUESTION - Has anyone found an elegant solution to manage the communications with the customers and have it stored with the other project data, in a way that minimizes the work to do so?
BTW, been using "mail manager" from Oasys on a trial basis and quite like it.
Thanks all
Snowshoe2
We are a manufacturing company that use Solidworks and need a PDM system to manage data, currently the short list is SW PDM Enterprise and Adept Synergis. Have used SW workgroup previously and don't want to go there. QUESTION - Without going to the PLM route, are there high caliber PDM systems we should be considering to use with SolidWorks (and the odd Acad file)?
The CRM component is because we do custom designs for our customers and the projects can go several months with thousands of emails per project and customer. Our desire is to pull togethor the emails and phone logs with the CAD data into an easily searchable form. Have been researching many CRM packages and it seems to me too many of them are focused on high marketing scenarios and not project situations. QUESTION - Has anyone found an elegant solution to manage the communications with the customers and have it stored with the other project data, in a way that minimizes the work to do so?
BTW, been using "mail manager" from Oasys on a trial basis and quite like it.
Thanks all
Snowshoe2