Crowe Materials Accelerator for Sales
โดย Crowe LLP
Turn complex requests into accurate, margin-aware quotes
Sales teams are under pressure to respond quickly, quote accurately, and protect margins, even when every request depends on customer agreements, material costs, drawings, processing requirements, and machine assumptions.
Crowe Materials Accelerator (CMA) for Sales helps metals and materials manufacturers, processors, distributors, service centers, and fabricators manage sales execution, estimating, pricing, quoting, and customer follow-up in Microsoft Dynamics 365 Sales. By bringing CRM, materials-specific pricing, fabrication estimating, and quote generation into one connected workflow, CMA for Sales helps teams move from customer request to customer-ready quote with less manual effort and greater confidence.
Built for the quoting challenges materials teams face every day
Sales and estimating teams often have to gather customer history, material costs, pricing agreements, drawings, machine inputs, and quote documents from disconnected systems and spreadsheets. CMA for Sales connects those workflows in Dynamics 365 Sales so teams can reduce rework, improve visibility, and keep quotes moving.
Move faster from request to quote
Accelerate quote creation with a sales-first quotation experience, CAD upload for fab parts, reusable pricing logic, and customer-ready quote documents.
Price with more confidence
Support more consistent pricing decisions with materials-specific pricing, replacement cost management, cost-plus defaults, customer agreements, true-shape nesting, and machine-driven processing cost calculations.
Keep sales and estimating aligned
Give inside sales, outside sales, estimators, and account teams a shared workflow for accounts, opportunities, activities, estimates, quotations, call reports, visit history, and quote progression.
Manage the commercial workflow in one place
Sales execution
- Account, contact, opportunity, pipeline, and activity management
- Call reports, account visit history, and outside sales tracking
- Customer follow-up and quote progression visibility
Materials quoting and pricing
- Materials-specific sales quotation authoring
- Cost-plus pricing with configurable defaults and customer agreements
- Replacement cost management for standard size variants
- Customer-facing quotation documents, including part images
Fabrication estimating
- CAD upload to accelerate fab-part quote line creation
- True-shape geometric nesting to improve material utilization estimates
- Processing cost calculations using part geometry, machine data, and cutting table inputs
See the impact across the sales cycle
Replace disconnected quoting tools with one connected sales workflow
CMA for Sales gives sales, estimating, and operations teams a shared commercial workflow built on Microsoft Dynamics 365 Sales and tailored to the realities of the metals and materials industry.
