Industries · Industrial and manufacturing
Lead capture for industrial and manufacturing sales teams
Machines, parts and consumables are sold in factories and workshops, on daily sales rounds, and at trade shows. SEL XP gives every rep the same quick record: who they met, what was asked, the catalogue sent and the next step, in your CRM within a minute.
On customer sites
- Who your team visits
- Factory owners, plant and maintenance managers, workshop owners, and the traders and distributors who buy to resell.
- What a visit is for
- A price and availability today, a demonstration or a trial, a spare parts list and a service visit.
- How the week runs
- Daily rounds of workshops and traders for parts and consumables. Fewer, longer visits for machinery.
At exhibitions
- Who comes to the stand
- Factory owners, plant and maintenance managers, importers and distributors, and workshop owners. Buying is often led by the owner.
- What they ask for
- A live demonstration, a specification sheet, a quote with delivery and installation, spare parts and service cover, distributor exclusivity.
- How long a deal takes
- Days to weeks for parts, sometimes ordered on the stand. 3 to 12 months for machinery, usually with a factory visit or a trial.
The problem
What goes wrong between the meeting and the sale
- 01
Ten people watching, one rep talking
A demonstration gathers a crowd. The rep speaks to one visitor while nine others watch, nod and walk away.
- 02
A quote needs details nobody wrote down
Capacity, voltage, material, floor space. A card with a name on it is not enough to prepare a quotation.
- 03
Parts buyers and machine buyers
One wants a price list today, the other a proposal next month. They need different people and a different pace.
- 04
The visit after the show
The sale is decided at the customer's plant or yours. Who went, when, and what was agreed is rarely recorded.
How SEL XP fits
Built for the way industrial teams sell
A QR beside the machine
Visitors scan the rep's card with their own phones and share their details. Each arrives as a lead while the demonstration carries on.
Specifications by voice
Dictate what they need. The draft sets out requirement, quantity, timing and next step, in the language you spoke.
WhatsApp for the price list
For a parts buyer, open WhatsApp with the message and the catalogue link ready, and log it on the lead.
Quotation and visit as tasks
Each has a date and an owner. Finishing the task the lead was waiting on moves the lead on.
Factory visits on record
With Field Presence a visit to the customer's plant is a check-in and a check-out linked to the lead, with time on site.
Into Odoo, with the history
Company, contact, lead, notes and the next task arrive in Odoo without retyping. Zoho CRM is the next connector.
A QR beside the machine
While the demonstration runs, visitors scan the rep's card with their own phones and share their details. Each arrives as a lead.
See the whole productAt an exhibition, start to finish
What your team does, and when
- Before
Print the reps' QR codes for the machine and the counter. Load specification sheets as catalogues by machine or range.
- On the stand
During a demonstration, point visitors to the QR. Between demonstrations, scan cards and dictate what each visitor needs.
- Each evening
Sort parts enquiries from machine enquiries and hand each to the right team.
- The week after
Quotations go out against tasks. Factory visits are booked, and recorded when they happen.
Case studies
Industrial and manufacturing: two teams, worked through
One team that sells on customer sites and one on an exhibition stand.
ScenarioIn the field
A parts distributor's reps on daily workshop rounds
Six reps call on workshops and traders every day. Few owners have a business card, and the office learned what a workshop wanted only when it phoned in an order.
- Team
- 6 sales reps, 1 sales manager
- Field
- Daily rounds of workshops and parts traders, 12 to 15 stops a day
- CRM
- None yet: spreadsheet export
ScenarioAt an exhibition
A machinery agent running demonstrations on the stand
The machine draws a crowd every hour. One visitor gets the rep's attention and nine others walk away unrecorded.
- Team
- 4 sales engineers and a service manager
- Show
- A four-day manufacturing and packaging show in Dubai
- CRM
- Odoo
The calendar
Upcoming industrial exhibitions in the Gulf
Dates checked against the organiser's or the venue's own site. Open a show for its venue, organiser and official link.
Questions
Industrial and manufacturing: what teams ask
Is it useful for daily sales rounds?
Yes. A rep on a round adds a quick lead in seconds: a name, a number and a line of text, with Daily sales visit as how they met. The follow-up goes by WhatsApp with the catalogue link, and the manager sees each rep's leads for the day. It does not take orders.
How do I capture people who watch a demonstration but do not hand over a card?
Put the rep's QR code where they are standing. A visitor scans it with their own phone, sees the rep's card and your catalogues, and can share their details back. In SEL XP those details arrive as a lead, with the consent they gave.
Can I record the technical details needed for a quotation?
Yes. Dictate a voice note of up to two minutes. It is transcribed, and the app drafts the requirement, quantity, timing and next step. Nothing is saved until the rep approves the draft.
Does it work for the automotive aftermarket, where orders are taken at the show?
Yes. For a quick trade enquiry the rep captures the buyer, opens WhatsApp with the price list link ready, and sets a task for the order. The same lead still goes to the CRM.
See it with your team
Leave every meeting with a next step.
Tell us how your team sells: on customer sites, on the road or at exhibitions. We will show you the app with your products, your team structure and your CRM in mind.
- What happens next
- Day 0You send the form. We reply within one working day.
- 30 minA call on your screen: capture, follow-up, CRM and what your managers see.
- Set-upWe build your workspace with you: companies, teams, products, wording.