Daniel Gruppe GmbH

The range of products of Daniel Schrauben GmbH includes almost 150.000 items. In addition, approximately 14.000 addresses have to be managed. With such a large amount of data, it is foremost important to keep track at all time. To be able to manage transparently and centrally all customer-related information, Daniel Schrauben decided to use a CRM system: SMARTCRM. At first skeptical, the employees have learned to appreciate the software rapidly and recognized that the benefits far outweigh the limited effort. SMARTCRM has become an integral part of the everyday work and supports the employees in many workflows.


  • Transparent management of approximately 14.000 addresses and 150.000 products
  • Clear quotation tracking and central storage of all sent offers
  • Extensive daily evaluations, e.g., on the sales figures and sold products
  • Interface to ERP own solution ISAM

Targeted Sales Management
SMARTCRM strengthens sustainably the sales management at Daniel Schrauben GmbH. Thus, thanks to the CRM system, all sales employees have a clear overview of their customers and may react immediately to negative developments. The necessary information is available in SMARTCRM, e.g., the complete activity history. Moreover, the CRM system provides the sales targets and their daily achievement. Should a target not be developing as thought, the employees are warned at an early stage and can take countermeasures.

Project goals

  • Central and transparent management of all customer-related information
  • Improved internal and external communication
  • Central quotation management and thereby optimal follow-up
  • Involvement of the quality assurance, purchasing and sales departments in the service processes

Optimal Quotation Tracking
Daniel Schrauben GmbH sends out monthly quotation, whose number is in the thousands. If they were saved locally, the employees could not track them effectively and sustainably. In contrast, with SMARTCRM, all quotations are centrally stored. The CRM system imports the quotations as pdf file via the interface to the ERP system and automatically assigns the relevant items. Thus, the sales representatives have access to all documents at any time. With the module SMARTCRM.Projects, the sent quotations as well as the resulting orders can be tracked precisely. Regular evaluations of the quotation tracking give the company evidences of possible deficiencies and potential.

Product Sales always at a Glance
With approximately 150.000 products, the offer of Daniel Schrauben GmbH is really broad. In this variety of products and customers, it happened often in the past that the company did not know when a customer stopped buying a product. Thanks to SMARTCRM, this is now almost impossible. The many clear evaluations give the employees a precise daily overview of all important indicators, e.g., on the merchandise groups’ or products’ levels, and support the sales department in making important decisions. Prompt comparisons with the previous year’s offer next to the development forecasts an extra added-value.

Customer friendly Service
Daniel Schrauben uses SMARTCRM also for ticket management received by the company due to defects. Thanks to the accurate documentation of the resulting activities, various departments, such as quality insurance, purchase and sales are automatically included in the service process and always know the current status of the complaint handling. The field staff is also always kept informed. The responsibilities as well as the deadlines are clearly defined. Thus, nothing is forgotten or processed twice, and a ticket can be completed effectively, customer-oriented and timely.

Thanks to SMARTCRM, the transparency in data handling increases significantly. The internal and external communications were also improved. The SMARTCRM integrated Organizer provides above all the optimization of the internal communication. Using text modules in SMARTCRM allows a unified and professional appearance to the outside and efficient customer care. The employees of Daniel Schrauben GmbH appreciate especially the complete documentation of all the correspondence as well as the cross-appointment and tasks organization, with which no information gets lost. The sales management at Daniel Schrauben has been optimized, since SMARTCRM provides a current overview of the customer as well as the achievement of the sales targets. In addition, due to the central storage of the quotation in the CRM system, a much simpler quotation tracking is possible. The company can with the use of SMARTCRM act faster, more purposefully and more customer-friendly.

Despite our excellent ERP solution, SMARTCRM provides us with a variety of added-values with which we can organize our workdays more professionally, more effectively and more transparently. SMARTCRM has become an integral part of our everyday work and we can barely imagine our day without it.

Mario Jösting, Sales director of Daniel Schrauben 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?
    • 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.



      • 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.