Brillen-Profi-Contact GmbH

In 2011, the Brillen-Profi-Contact GmbH implemented SMARTCRM. The goal of the CRM launch was to make communication between all members more transparent and thereby to optimize ultimately the quality of services. The user-friendly interface of SMARTCRM was determining for Brillen-Profi’s decision. The company saw also another advantage in the modular design of the software as well as in the many configuration options. This flexibility allowed it to completely customize the CRM system to the needs of Brillen-Profi.


  • Central access for the employees to all customer information
  • Standard interface to abas ERP
  • CTI Function
  • Separate sales evaluation of own-brand products and central settlements
  • Free definable features for selections and targeting specific customer groups


Minimal configuration effort thanks to the Standard Interface
The company has been using the ERP system abas in addition to SMARTCRM. The CRM manufacturer, as a longtime partner of abas Software AG, had been able to already largely cover the requirements of Brillen-Profi with the standard interface between CRM and ERP. Thus, a few adjustments were necessary for the domain of centralized settlements. SMARTCRM imports customers, prospects, suppliers, contacts, relationships, features as well as figures – sales revenue, order backlog and open positions – over the interface from the ERP software.

Project goals

  • A central system for data storage instead of several databases
  • Complete overview of all information per member
  • Clearer communication with the members
  • Optimization of the quality of services
  • Targeted customer approach for marketing campaigns

Up-to-date and complete information at any time
The employees experience sustainable support over the centralized database made possible by SMARTCRM. All information concerning the many members of the purchasing and marketing group for the optical stores is available at any time in just one system. Thanks SMARTCRM and to the CTI function, the employee is provided with the name of the member calling, the moment the phone rings. With a click, he opens the corresponding customer file and sees the complete activity history, with which colleague and why the caller communicated previously. With this knowledge, all employees of Brillen-Profi can answer requests quickly and competently.

As a result, the processes are more efficient and the service is optimized. Since Brillen-Profi categorizes the request in SMARTCRM, they can be also evaluated there. So the company can at any time recognize which processes must be improved or how many responses there were to a certain action. The selection of a target group for a marketing campaign has been optimized, since user-defined features allow Brillen-Profi a targeted address of its members and therefore a reduction in spreading loss. In order to even more adapt to the needs of its members, Brillen-Profi would like to use the feature function more intensely for further evaluations.

Separated Sales Evaluations of two Areas
The comprehensive evaluation possibilities of the sales figures in SMARTCRM are for Brillen-Profi a great advantage. The CRM system imports figures from the sales of own-brand products and from the centralized settlements over the interface. Using a filter, custom-configured for the company, the employees can select the area for which the evaluation should be displayed. Thus, Brillen-Profi receives, for instance, with a click, current collection evaluations up to the document level per member or sales with a given own-brand product in yearly comparison.

Prior to the CRM implementation, the staff had no full access to all current information, since it was stored and managed in different databases. A complete overview of all information per member was not available.
The use of SMARTCRM solved this problem. All information and activities with the members are documented in the CRM system and therefore always available to the employees, establishing this way a basis for excellent and fast customer service. Brillen-Profi plans to introduce an additional interface to a document management system. Here again, the CRM manufactu-rer can offer standard interfaces to diverse systems.

The acceptance of SMARTCRM is really high in our company. Previously, customer information was only in partial areas accessible to everyone. This may have led that important information was not always available while in contact with the members. With SMARTCRM, we have access to all data at any time.

Stefan Sirch, IT, Organization, Accounting at Brillen-Profi-Contact GmbH

Implemented modules

  • SMARTCRM.ProjectsSMARTCRM.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.

  • SMARTCRM.InxmailSMARTCRM.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.



    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.



    • 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. 

  • SMARTCRM.Exchange.SyncSMARTCRM.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.



    • 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.



      • 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.

    • SMARTCRM.PlanningSMARTCRM.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.



    • 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?

    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.



      • 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.

    • SMARTCRM.OfflineSMARTCRM.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.

  • SMARTCRM.TargetsSMARTCRM.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.



    • 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.

  • SMARTCRM.TourPlanningSMARTCRM.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.



    • 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.

  • SMARTCRM.MachinesSMARTCRM.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.

  • SMARTCRM.CompetitionSMARTCRM.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.


Connection to the ERP system

Brillen-Profi relies on the interface between SMARTCRM and abas ERP:

Connection to HABEL

Brillen-Profi benefits from the interface between SMARTCRM and HABEL DMS.

Our DMS interfaces


SMARTCRM already has an integrated document management system offering you numerous possibilities. This allows you to trigger different processes to…