Offline capability: thanks to its offline capability, the CRM system allows all field service employees the access to the complete CRM database using their notebooks at any time. Thus, SMARTCRM guarantees not only the best visit preparation but also provides the employees the necessary information even in areas with limited Internet coverage. This also applies for important information from the ERP system.
Interface to the ERP: SMARTCRM imports address and product information as well as the current figures from Sage through an interface. So, evaluations such as analysis on the level of the merchandise group or of the product group are available in the CRM system at the press of a button.
Customer-specific analyses: SMARTCRM offers the sales team detailed customer analyses and complete reporting, since SMARTCRM also provides various analyses of the ERP data on the customer level.
Electronic customer file including quotation tracking: DALTON manages in the electronic customer file numerous information, which support the company to optimize its sales work and customer care. Thus, the employees see at a glance which product lines are purchased by the beauty salons they are in charge of and can purposely present new or unused products during their next visit. If the sales representatives create quotations in the ERP system, these are imported as PDF file in the CRM system through the interface and archived in the corresponding customer file. This complete history guarantees at any time an optimal quotation tracking
Overview right from the start screen: SMARTCRM offers the company such a complete overview right from the start of the CRM system. Indeed, the software shows the employees directly on the start screen the most important information for them. Overviews for upcoming appointments and due tasks as well as a comprehensive comparative reporting of the past months and years improve and facilitate the targeted sales work at DALTON.