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.
- 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 assigns them automatically to the relevant positions. 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 PIM, the personal information manager, 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