ALUJET GmbH

Since 2017, the ALUJET employees of the sales, marketing and service departments have been working with SMARTCRM. The company decided to implement a CRM system in order to put an end to the local recording of customer-related information and instead to maintain all important information centrally. Another goal was to improve the connection of the field service. To get a complete customer picture, they should also be able to access the up-to-date data on the go and to easily communicate with the back office. In addition, ALUJET relies on the CRM system for tours planning and expense reports.

Requirements

  • Mobile CRM
  • Interface to Microsoft Dynamics NAV
  • Up-to-date sales analyses

In the CRM selection process, key in ALUJET’s decision was SMARTCRM‘s ability to provide all customer-related data quickly and easily. The CRM solution scores with intuitive usability, user-friendly surface as well as its modular design which allowed the company to only purchase the needed modules.

Project goals

  • Central, transparent management of customer information
  • Optimized field connection
  • End-to-end tracking of quotations and sample consignments
  • Documentation and analysis of tickets

ERP connection to Microsoft Dynamics NAV

Moreover, SMARTCRM scored with the interface to Microsoft Dynamics NAV which was adapted to ALUJET’s requirements with low configuration effort. The CRM system imports addresses, product master data, quotations as well as turnovers, order backlogs, open items and orders of purchasing via the connection. The contact persons deposited in SMARTCRM can be transferred to the ERP solution at the press of a button.

Diverse analyses at your fingertips

The connection of SMARTCRM to the ERP system guarantees a targeted sales work. Before the CRM implementation, the field employees had no access to the ERP Microsoft Dynamics NAV and therefore no access to the current turnovers, order backlogs, etc. These were just consultable over Excel spreadsheets. Today, every employee can call current analyses in SMARTCRM at any time – per drill-down on different levels like the whole company, customer, product groups or product. If several customers belong to the same association, ALUJET can consider their analyses both individually and cumulatively.

Extensive sales support

SMARTCRM enables ALUJET to significantly transparently manage customer information as well as to considerably improve internal communication. Even customer care was simplified, since the employees can provide their customers better and faster support just by having a look in the CRM customer file with the complete activity history. Thus, the sales staff can track the sample consignments or to address the customers having a pending offer. These are indeed automatically imported from the ERP system.

The dispatch of technical sheets and other product-related documentations was clearly simplify as well, since they are selected directly in SMARTCRM and sent per e-mail to each contact person.

The sales employees have therefore a full overview of the customer activities.

CRM always with you even on the go

The field employees can conveniently plan their visits and can access a fast and comprehensive visit preparation. For instance, the suitable customers are thus determined by the area search and visualized for route planning in Bing Maps. Then, appointments for the sales itinerary are automatically created as well as the activities for later documentation of the tour. Given that SMARTCRM is accessible either online per app or offline per notebook, the employees can document the customer visit directly afterwards. Predefined values for the reason of the visit for example or conversation guidelines, available as text modules, help to considerably reduce the costs.

The recording of the expense reports in SMARTCRM is equally convenient for the field employees.

Uncovering and using service potentials

Moreover, the service department relies on SMARTCRM. All phases of the ticket or complaint processing as well as the necessary corrective measures are created in the CRM solution. Links to the construction projects and contact persons guarantee the full overview. The information remains traceable and exploitable. This enables ALUJET to identify possible material, manufacturing or logistic errors and to optimize customer satisfaction.

Targeted marketing campaigns

The marketing staff benefits from the free definable features in SMARTCRM. In case of an invitation to a trade show, ALUJET can select its customer depending on appropriate criteria and therefore minimize wastage. The contacts are transferred to the e-mail marketing tool Inxmail Professional in which the dispatch of the personalized mailing takes place.

Outlook

In the near future, ALUJET would like to use more functions of SMARTCRM such as the CTI integration. In addition, the company intend to connect its document management system to SMARTCRM for conveniently transfer and call documents.

Since our field service did not use a CRM tool and had no access to our ERP system, the changeover to the CRM implementation was very high. However, the benefits of SMARTCRM on a daily basis convinced everyone.

Barbara Kolbenschlag, CRM project manager at ALUJET GmbH

Implemented Modules

  • SMARTCRM.ProjectsSMARTCRM.Projects
    SMARTCRM.Projects

    SMARTCRM.Projects

    • Creating quotations in a few clicks and keeping track of all of them for follow-ups?
    • How high are the chances of success?
    • What is the current project forecast?
    • Who plays which role in the project and which arguments could convince the decision-makers?

    With SMARTCRM.Projects, you know exactly in each phase of your sales project you need to start.

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  • SMARTCRM.InxmailSMARTCRM.Inxmail
    SMARTCRM.Inxmail

    SMARTCRM.Inxmail

    • By using SMARTCRM and Inxmail professional you automate your mailing processes. Indeed, a central database, extensive selection options, a complete documentation and a professional e-mail marketing solution all meet here.
    • Define your target group at any time, minimize the waste coverage and easily send personalized mailings and newsletter.

    SMARTCRM and Inxmail support you with a wide range of data protection, tracking and double opt-in features for GDPR compliant e-mail marketing.

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  • SMARTCRM.DMSSMARTCRM.DMS
    SMARTCRM.DMS

    SMARTCRM.DMS

    SMARTCRM already has an integrated document management system offering you numerous possibilities.

    This allows you to trigger different processes to edit, produce or manage documents directly from the CRM workflow.

    In addition, SMARTCRM can also be connected to third party document management systems.

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  • SMARTCRM.ERPSMARTCRM.ERP
    SMARTCRM.ERP

    SMARTCRM.ERP

    • All important data in one system?
    • A centralized access for all colleagues?
    • Connecting ERP and CRM hassle-free?
    • Best with a ready-to-use interface, which can be quickly and easily set up as a standard solution?

    With SMARTCRM.ERP, all customer-related ERP information can be found directly in SMARTCRM. 

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  • SMARTCRM.Exchange.SyncSMARTCRM.Exchange.Sync
    SMARTCRM.Exchange.Sync

    SMARTCRM.Exchange.Sync

    • Keeping track – not only of your own e-mails, activities and appointments but also of those of your team colleagues?
    • Gathering all information centrally in the CRM
    • And this, without having to worry about how the data end up there?

    Central instead of local: so easily SMARTCRM cares for the synchronization of your communication and contact data between the CRM solution and Outlook through Exchange Sync.

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  • SMARTCRM.WebSMARTCRM.Web
    SMARTCRM.Web

    SMARTCRM.Web

    • Accessing customer information over the browser?
    • Calling online the current statistics figures?
    • Creating appointments and tasks over the Web and sending them directly to the colleagues?

    SMARTCRM.Web is your practical CRM on the go.

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    • SMARTCRM.SalesSMARTCRM.Sales
      SMARTCRM.Sales

      SMARTCRM.Sales

      • Checking the current sales development before the annual evaluation meeting?
      • And comparing the sales trend of the top customers in your territory?
      • Which products they have not been using can you offer them?
      • Where can you see potential which are not yet used?

      SMARTCRM.Sales shows you the answers since this is the CRM with your figures.

      more
    • SMARTCRM.PlanningSMARTCRM.Planning
      SMARTCRM.Planning

      SMARTCRM.Planning

      • Annual planning based on territories? Key accounts? Or individual customers?
      • And even considering the seasonal curves?
      • Should there be plan deviations, how quickly can you react and adjust the projected figures?

      SMARTCRM.Planning offers you the long-term vision without losing sight of the latest developments.

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  • SMARTCRM.BasisSMARTCRM.Basis
    SMARTCRM.Basis

    SMARTCRM.Basis

    • A colleague is sick? What has been discussed with the customer?
    • Has the quotation already been sent? Should you do a follow up?
    • When is the next agreed visit?
    • What field service tours are planned for next week?

    SMARTCRM.Basis can tell you: what, when, with whom and with what result – centrally available in the CRM system for all employees and traceable even years after.

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    • SMARTCRM.AppSMARTCRM.App
      SMARTCRM.App

      SMARTCRM.App

      • On your way back from a customer? The most important agreements immediately into the CRM?
      • And at the same time send a task to a colleague because of the offer?
      • Does he have time to clarify the details tomorrow?
      • And the whole thing using any mobile device, whether Android or iOS?

      SMARTCRM.App is your practical CRM on the go. Access important CRM data online at any time.

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    • SMARTCRM.OfflineSMARTCRM.Offline
      SMARTCRM.Offline

      SMARTCRM.Offline

      • On the go and all CRM data accessible ?
      • Discussing the open quotations while at a customer site?
      • Writing a service report right after a maintenance appointment?
      • And all this without internet connection?

      With SMARTCRM.Offline, you always have your CRM with you – wherever you are.

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  • SMARTCRM.TargetsSMARTCRM.Targets
    SMARTCRM.Targets

    SMARTCRM.Targets

    • Targets defined – and now?
    • How close are you to your target agreements?
    • How close is your team? And the whole company?
    • Are there any indications that you cannot achieve your goals? How can you react?

    With SMARTCRM.Targets, you keep the target in mind.

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  • SMARTCRM.GeoMapSMARTCRM.GeoMap
    SMARTCRM.GeoMap

    SMARTCRM.GeoMap

    • On the road and time for a spontaneous visit? A prospective customer with an open quotation perhaps? Who is currently nearby?
    • Back to the customers with declining purchasing volumes after three months? How do you get there? Look at the trip on a map?
    • And how do you integrate new customers into existing sales tours?

    SMARTCRM shows you the direct path to customers.

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  • SMARTCRM.TourPlanningSMARTCRM.TourPlanning
    SMARTCRM.TourPlanning

    SMARTCRM.TourPlanning

    • Is the next weekly planning for the sales or service staff pending?
    • Which customers should be visited on the tour?
    • Which appointments have been already made?
    • To which tour can you combine them with?

    Schedule your tours with SMARTCRM at the blink of an eye: save time with visit suggestions, calendar entries and predefined visit reports.

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  • SMARTCRM.TicketSMARTCRM.Ticket
    SMARTCRM.Ticket

    SMARTCRM.Ticket

    • Finding real solutions quickly when a customer calls?
    • Creating service cases and directly informing the relevant colleagues?
    • Coordinating and monitoring service appointments?
    • Early detection that several customers have already reported the same error?

    With SMARTCRM.Ticket, complaints become an opportunity to whip up enthusiasm in your customers.

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  • SMARTCRM.MachinesSMARTCRM.Machines
    SMARTCRM.Machines

    SMARTCRM.Machines

    • Which machines has the customer in use?
    • When does the warranty expire and how long is the service contract?
    • When is the next maintenance work?
    • And at the customers’ premises? All urgently needed device information at hand?
    • Directly organizing a spare part delivery?
    • Creating the maintenance report immediately after the repair?

    SMARTCRM.Machines is our support for your service department.

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  • SMARTCRM.CompetitionSMARTCRM.Competition
    SMARTCRM.Competition

    SMARTCRM.Competition

    • How is your market situation? Who are your direct competitors?
    • Which customers work with the competitor?
    • Which competitive products are in use?
    • What are the strengths of your products compared to the competition?

    With SMARTCRM.Competition, you keep an eye on your competitors and always find the right arguments for successful sales work.

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Connection to the ERP system

ALUJET relies on the interface between SMARTCRM and Microsoft Dynamics NAV: