ANT GmbH Antriebstechnik

Since 2011, ANT GmbH has been using SMARTCRM company-wide. Indeed, the CRM system supports the employees in field and office sales, controlling, service, marketing as well as purchasing in their daily work processes.

Requirements

  • Bidirectional standard interface to abas ERP
  • Scheduling and task management in the CRM system

Searching for a CRM solution with abas connection

Dieter Kaidel, IT specialist and assistant to the management at ANT GmbH, recalls the CRM selection process: “Unfortunately, we came to realize that many providers could not keep the promise of a problem-free connection to abas ERP. However, the SMARTCRM presentation was just as convincing as the uncomplicated setup of the interface between CRM and ERP. “ This is because the interface from SMARTCRM to abas could be set with little effort thanks to the long-term cooperation partnership with abas Software AG and the resulting large ERP expertise. Since it already fulfilled almost all of ANT’s requirements as standard, individual adaptation requests could be implemented quickly afterwards. “The installation worked great back then and the interface has been running perfectly ever since.” praises Dieter Kaidel. This way, SMARTCRM imports quotations, framework orders, turnover, incoming orders, order backlog and contribution margin positions as well as open items from abas ERP. For SRM processes, suppliers, purchase orders, purchase order stock and open invoices are transferred to the CRM system. In the opposite direction, SMARTCRM opens customers and suppliers in the ERP solution using the bidirectional interface.

Project goals

  • Detailed evaluations with convenient transfer possibility to Microsoft Excel
  • Comfortable tour and route planning

SMARTCRM prepares imported figures at different levels from the company overview to the individual customer and product. Current figures are compared with the target figures and the previous year’s figures in a clear manner. “We intensively use the analyses in the CRM system. From complete company statistics to customer hit lists and an overview of orders – SMARTCRM displays this at the press of a button. “ explains Dieter Kaidel. ANT can thus identify trends and developments at an early stage and react accordingly. The analyses can be transferred to Microsoft Excel just as easily. For this purpose, ANT has stored Excel templates corresponding to their CI in SMARTCRM. “With the CRM solution and its ease of use, we were able to significantly reduce the time required for analyzing and preparing our figures.”

Effective sales support

Target agreements are also stored in the CRM system at ANT. This means that sales staff can see the current status of their target achievement at a glance at any time and thus know where they can optimize their sales work if necessary. The targets are additionally displayed as clear diagrams on the SMART Board, the start screen of the CRM solution. Together with many other overviews individually adapted to the company’s requirements – such as missing visit reports, appointments or company statistics – they provide the foundation for successful work in day-to-day business right at the start of SMARTCRM.

ANT also makes intensive use of the SMARTCRM.Organizer, with which the sales department can always keep track of appointments and tasks as well as resource management.

SMARTCRM also supports sales representatives in tour planning. The addresses assigned to a sales territory are conveniently transferred to Bing Maps, where they are visualized and narrowed down to a smaller region. These are then transferred back to the CRM system and automatically marked as a tour. After the appointment has been made by phone with the corresponding customers, the appointments and planned activities can thus be conveniently created in SMARTCRM. An additional option for finding addresses is the area search in SMARTCRM, which, for instance, displays all prospective customers next to a known address within a given radius. In the future, ANT will also benefit from the corridor search allowing other addresses along the planned route to appear in Bing Maps. Employees can keep track of upcoming and past tours with a glance at their SMART Board.

Create trade fair invitation in the blink of an eye

ANT is an exhibitor at trade fairs. Before a fair, SMARTCRM facilitates the creation of invitations that the company sends out by mail. The extensive selection options as well as the assignment of features to addresses and contacts enable an easy selection of the appropriate target group but also data protection compliant. The personalized mailing letters are created directly in the CRM system. Data such as address and salutation are filled in automatically, which implies significant time saving for ANT.

Indispensable in service

The service employees also work with SMARTCRM. This is because ANT uses it to document incoming complaints in detail, with information and pictures, from the notification to the conclusion. Complete tracking of all complaints is thus guaranteed at all times. Different reports such as 5D or 8D reports are generated just as conveniently in the CRM solution.

SRM information directly in the CRM system

The purchasing department also relies on SMARTCRM for supplier management. Thus, the employees manage their supplier addresses in the CRM solution and keep track of purchase orders and open invoices at all times. This is because the corresponding figures are directly transferred and prepared by SMARTCRM from abas ERP.

ANT is already planning the expansion of the SMARTCRM installation, including the integration to the document management system HABEL in use at ANT via a standard interface. This will allow the company to transfer documents to HABEL from SMARTCRM as well as to call the DMS directly from the CRM system via a button.

The cooperation with SMARTCRM is very close and at eye level at all times. We are also very satisfied with the support. When we have requests, the project managers or the hotline team help us quickly and in a competent manner.

Dieter Kaidel, IT specialist/Assitant to the management at ANT 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.

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    • 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

ANT relies on the interface between SMARTCRM and abas: