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 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 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


Thanks to its modular structure, SMARTCRM perfectly adapts to your business processes and requirements. The foundation of each SMARTCRM installation is the module SMARTCRM.Basis. Hereby, our CRM system already covers the important CRM tasks even across-department.



  • 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.

  • SMARTCRM.OfflineSMARTCRM.Offline


    • All CRM data handy on the go?
    • Talking through the open offers with the customer while visiting?
    • 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.



    • Customer visit over? Record the important agreements immediately in the CRM?
    • And send a task regarding the offer directly to the colleague?
    • Has he time tomorrow to clarify the details?
    • And all this using your smartphone, regardless whether Android or iOS?

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



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

    SMARTCRM.Web is your practical CRM on the go.



    • On the road and time left for a spontaneous visit? Perhaps with a prospective customer who has an open quotation? Who is nearby?
    • After three months, stopping by customers with declining sales? How do you optimize your driving route? See the route on a map?
    • And how to integrate the new customers in the existing sales tours?

    SMARTCRM.GeoMap shows you the direct path to customers.

  • SMARTCRM.PlanningSMARTCRM.Planning


    • Annual planning depending on territories? Key accounts? Or individual customers?
    • And also considering the seasonal curves?
    • Should there be any 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.

  • SMARTCRM.ScannerSMARTCRM.Scanner


    • Push business cards straight into the CRM?
    • With minimal effort?
    • During the fair?
    • And without internet connection?

    With SMARTCRM.Scanner, you save yourself from the cumbersome typing.

  • SMARTCRM.Exchange.SyncSMARTCRM.Exchange.Sync


    • Keeping track – not only of your own appointments but also of the ones of your team colleagues?
    • And what did the colleague representing you agree with the customer?
    • Is there anything written on this topic? An e-mail perhaps – and not only in the Outlook of the colleague but also centrally in the CRM?
    • And everything, without having to worry about how the data end up in Outlook and in the CRM – because everything runs automatically?

    With SMARTCRM.Exchange.Sync you are still in control of your appointments while on the go.

  • 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.

  • 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.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?
    • After the repair, immediately creating the maintenance report?

    SMARTCRM.Machines is our support for your service department.



    • Quickly finding real solutions for 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.



    • Always the corresponding solution for a customer problem?
    • Whipping up enthusiasm in your customers with quick help?
    • Sharing your solutions with colleagues?

    This works! With SMARTCRM.FAQ, your company-wide knowledge database.



    • Checking the current sales development before the annual evaluation meeting?
    • And comparing the sales trend of the top customer in your territory?
    • What products, that he has not been using yet, can you offer him?
    • Where can you see potential which are not yet used?

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



    • Here, CRM with customer information, there, ERP with figures and products – is there an easier way?
    • Everything important in one system? A centralized access for all colleagues?
    • Connecting ERP and CRM hassle-free? Best with a “finished” 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. 98% of our customers use the interface between SMARTCRM and their ERP solution. Do the same and rely on our interface competence.