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Coming soon: the new SMARTCRM Version 16.1

10/18/2016

Coming soon: the new SMARTCRM Version 16.1

In November, the new version of our CRM system will be launched. SMARTCRM 16.1 presents many new possibilities in particular for your sales department. SMARTCRM.GeoMap replaces the previous module SMARTCRM.MapPoint and offers exciting new functions compared to its predecessor. SMARTCRM.GeoMap and the Tours Planning form a strong duo. Using the customizable questionnaire, your teams complete and update the existing data in no time. Another highlight is the SMARTCRM.App, the first available for both iOS as well as Android terminals. Through your browser, you also have access to your important CRM data with the new SMARTCRM.Web.

SMARTCRM at Walther Systemtechnik: a local company relies on a CRM system from the Palatinate

09/12/2016

SMARTCRM at Walther Systemtechnik: a local company relies on a CRM system from the Palatinate

SMARTCRM GmbH is glad to welcome Walther Systemtechnik GmbH as a new local customer. SMARTCRM supports from now on the sales processes at Walther Systemtechnik GmbH, system provider of dosing and application systems. Thus, the CRM solution makes the important information centrally available to the sales staff. Visit reports are directly documented in the CRM system and appointments centrally created in the personal information manager. At trade fairs, the employees can easily capture prospective customer data using the business card scanner in the CRM system as well as immediately sent information material per e-mail to prospective customers. SMARTCRM imports the figures over the interfaces to Family ERP and DATEV and evaluates them on multiple levels.

SMARTCRM at Bluhm: in use for nearly two decades

07/07/2016

SMARTCRM at Bluhm: in use for nearly two decades

Bluhm Systeme GmbH can look back on the past 18 years using the CRM system SMARTCRM. It all started with the Sales Information System ivs, from which emerged the current CRM software. A change of ERP has been completed with SMARTCRM, this was implemented to full satisfaction. At first, the CRM solution imported the data from Baan, today the interface to SAP provides the central provision of current ERP data. The acceptance of the CRM solution is accordingly gut. Meanwhile, about 380 employees at Bluhm work with SMARTCRM in Germany, Austria, Switzerland and the Netherlands. In sales, the CRM system allows a fast and well-organized information flow and ensures high customer satisfaction. The representation of the sales projects as well as the quotation writing directly in SMARTCRM guarantee an overview of all project steps, quotations and relevant figures. The complete activity history, the current turnover or the last service appointment of the device used by the customer are also accessible offline for the field service staff. As soon as online access is available, the information entered by the field service employees is promptly available to the back office staff.

The drive for optimized sales processes: SMARTCRM supports a manufacturer of transmission technology and pressure monitoring products

06/23/2016

The drive for optimized sales processes: SMARTCRM supports a manufacturer of transmission technology and pressure monitoring products

The SUCO Robert Scheuffele GmbH & Co KG has chosen to implement SMARTCRM. The CRM solution supports 30 employees in the sales, marketing and service departments. The key to the decision was the fact that SMARTCRM is a long-time partner of abas Software AG and the bidirectional interface to the ERP system. SMARTCRM imports the current figures and provides, among others, evaluations on different levels at the press of a button – such as the turnover for the whole company, for a given merchandise group or for a customer. So, all the ERP information are centralized in one system available to all employees at any time without having to switch to the abas ERP system. A second interface connects SMARTCRM to the document management system HABEL. Thus, the employees have the opportunity to open and to transfer the documents stored in the CRM system directly to HABEL with a single click. From now on, SMARTCRM supports the sales staff, among others, with lead management. In no time, the employees maintain the prospective customers’ data in the CRM system using the business card or the signature scanner. The data is then automatically transferred to the abas ERP system over the interface. Another advantage is the mapping of frame orders. Thus, SUCO keeps track of which product was called up to which time. The CRM system has been also introduced in the service department of SUCO and allows a complete documentation of the complaints. All steps, from the first message to the solution of the issue, can be recorded in the CRM software. This ensures an optimal tracking and ease of evaluation, such as processing times and sources of errors.

Welcome back: PENTAC relies for the second time on SMARTCRM

05/31/2016

Welcome back: PENTAC relies for the second time on SMARTCRM

After a break, SMARTCRM GmbH is glad to count PENTAC Polymer back as a customer. A change of the ERP system several years ago induced the replacement of the CRM, PENTAC has now decided to reintroduce SMARTCRM. From now on, the employees of the sales, marketing, service and purchasing departments use SMARTCRM in their daily work. The CRM solution imports the figures over a connection to the ERP system Comarch based on SQL Views. Field service and back office have all figures available at the press of a button in the form of evaluations. Thus, SMARTCRM meets an important goal of the CRM implementation and optimize the visit planning of the sales representative. On the go, while visiting a customer, the employees can either access to the whole CRM database offline or use the online access to key customer data over the app on their iPhone or iPad. The employees of the purchasing department use SMARTCRM as SRM system to manage their suppliers. So, they manage herein – as for the customers’ and prospective buyers’ files for the sales department – their suppliers and have always access to all relevant information. Using diverse selection options, requests can be directly sent out of the system to the corresponding suppliers per mailing. SMARTCRM imports the current purchasing figures over the interface to ERP Comarch.

SMARTCRM in the medical engineering: PMI relies on CRM

05/17/2016

SMARTCRM in the medical engineering: PMI relies on CRM

With pro med instruments GmbH (PMI), another user of the ERP system MAJESTY has chosen SMARTCRM. The CRM solution will effectively support the manufacturer of medical technology in various sales and marketing processes. The company’s headquarters in Freiburg (Germany) as well as the subsidiary in the USA are represented in SMARTCRM over two clients. For optimal sales support, PMI can access to the required CRM data over notebooks or mobile devices – with an English interface in the USA. As cooperation partner of the ERP manufacturer UB-Software, SMARTCRM offers a standard interface to the ERP solution MAJESTY. The CRM system imports the customers, prospective buyers, products and quotation data created in MAJESTY as well as the current figures.

The new SMARTCRM version is available

03/02/2016

The new SMARTCRM version is available

The focus of the development of the version 15.2 was on technical innovations. So, the technical update holds many advantages for system administrators, such as monitoring for data exchange and interfaces, as well as the optimized setup execution of ongoing processes. The new version wins users over with the consistent continuation of the GUI revision started in 15.1. If you would like to know more about the new functions and the releases of SMARTCRM 15.2, please send us an e-mail or give us a call. Your project manager will be glad to discuss with you how the update should be implemented at your company.

CRM supports a manufacturer of drive solutions: Ketterer relies on SMARTCRM

02/10/2016

CRM supports a manufacturer of drive solutions: Ketterer relies on SMARTCRM

The B. Ketterer Söhne GmbH & Co. KG in Furtwangen (Germany) has chosen to implement SMARTCRM. So, the CRM system will support the staff of the sales and marketing departments. The company has been manufacturing motor drives for ergonomically height adjustable desks and workshop tables. In Furtwangen, about 175 employees develop and produce drive solutions for various applications in the fields of ergonomics and comfort as well as BLDC motors. By using SMARTCRM, Ketterer will optimize the communication between field service and back office. So, from now on SMARTCRM allows a comprehensive visit preparation for the field service staff thanks to, among others, the complete activity history. They can access at any time and on the go all CRM data over their Notebooks using the offline capability, even if there is no internet access available at a customer’s or on their way in. The newly entered data are also promptly available to the back office colleagues – as soon as a connection to the Internet is established. In addition to SMARTCRM, Ketterer uses the ERP software Infor COM as well as the document management system ELO. SMARTCRM imports the address data, quotation as well as the current figures from the ERP Infor COM over an interface. The latter can be evaluated on many levels – another point that convinced Ketterer for SMARTCRM in the CRM decision. Using the interface to ELO, the employees can open a document out of ELO with just a click directly from SMARTCRM. Vice versa documents are transferred at the press of a button from the CRM system to the document management system. SMARTCRM will also sustainably support the marketing staff. Thus, the CRM system allows the detailed selection of the matching target group. As a second step, Ketterer is planning the connection of the purchase department to SMARTCRM.