Customer data management for the mechanical engineering industry

Accurate master data as the driving force behind sales, service, and aftermarket operations.


Today, machinery and plant manufacturers find themselves navigating a landscape of product variety, global value chains, and a rapidly growing service and spare parts business. 
 

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To efficiently manage sales pipelines, installed base, service contracts, and partner channels, you need reliable business partner and contact data that is consolidated across ERP, CRM, PLM/MES, CPQ, and dealer and partner portals. This is exactly where Uniserv comes in: We create golden records for customers, operators, and partners, ensure long-term data quality, and accelerate your end-to-end processes—from quote to cash to service to renewal.

“Mechanical engineering goes digital when data flows: from the initial quote request through commissioning to the next service renewal.”

How data quality and master data management support the mechanical engineering industry
 

  • Efficient End-to-End Processes
    Accurate, complete, and unambiguous data is the foundation for seamless operations in sales, delivery, commissioning, and service—including automation and clear lines of responsibility.
  • Customer, Partner, & Operator 360
    Golden records across all touchpoints ensure precise segmentation, clear territory and key account responsibilities, and reliable pipeline forecasts.
  • Ensure Reachability
    Address, email, and phone number validation reduces returns and no-shows in field service; geodata improves resource planning.
  • Accelerate Migration and Reduce Risks
    Initial data cleansing, duplicate consolidation, standardization, and validation ensure that new systems operate with high-quality data from day one.
  • Compliance & Governance
    Consistent rules, monitoring, and role-based access controls ensure compliance with data protection requirements and internal policies across locations.
  • Holistic View Instead of Data Silos
    Consolidate distributed sources and make data available company-wide for CPQ, service scheduling, spare parts logistics, and analytics. 

„With an optimized database, it is possible to realign service, sales, and customer communication while reducing costs.“

 

            Read the mechanical engineering case study  

„With an optimized database, it is possible to realign service, sales, and customer communication while reducing costs.“

 

            Read the mechanical engineering case study