Case Study: Krauss-Maffei Corporation streamlines sales operations with Insightly

Krauss Maffei Corporation automates a 63-step quoting process with Insightly

Krauss-Maffei Corporation, a leading manufacturer of plastics processing machinery, sought to streamline quoting and sales pipeline management for its reaction process machinery division. Relying on spreadsheets and document apps, the team needed an enterprise-grade CRM with robust workflow automation. They turned to the vendor Insightly for its CRM platform to address these challenges.

The solution from Insightly provided an intuitive interface and powerful workflow capabilities, which automated a complex quoting process with 63 decision nodes. This implementation led to greater sales efficiency, enhanced accountability and communication across global offices, and more reliable data and forecasting. Insightly's reporting features became a key gain, ensuring all team members could access vital metrics. The company now plans to expand its use of Insightly for additional reporting and potential project management migration.

Krauss Maffei Corporation