Erwin Halder KG

Since 2010, the sales staff of Erwin Halder KG has worked with SMARTCRM. The company introduced the CRM system with the goal to be able to evaluate at any time its business figures at the press of a button and thus to always have on hand a sound basis for decisions. An important criterion for the CRM software selection was to provide an interface to the ERP system abas Business Suite. The preconfigured standard interface between SMARTCRM and abas ERP over which the data is updated every night allows a central database as well as the evaluation of the data from the ERP system in SMARTCRM. Halder was convinced by the great experience of SMARTCRM, as a longtime cooperation partner of the abas AG and the swift setting up of the interface.

Requirements

  • Extensive and rapid daily evaluations of sales figures, incoming orders, customer contact etc.
  • Standard interface to abas Business Suite
  • Tight, seamless, complete and user-friendly follow-ups of the quotation

In Sales Always Informed
SMARTCRM optimized many sales processes, such as the preparation of a representative for a customer visit. The CRM system provides all necessary information centrally in the electronic customer file. The sales employees must not gather data from different locations, but they have them on the screen with a few clicks. The up-to-date informed representative can act in a targeted manner during the customer visit and take good care of his customer. Thanks to the CTI function, contact details of the incoming call are immediately visible. The employee can switch immediately to the corresponding customer file. The request of the customer can be worked on during the conversation. Thus, the CRM system provides the employee a complete activity history of the customer as well as the corresponding statistics and an overview of all already purchased products.

Project goals

  • Transparent data holding and so current information for the sales representatives
  • Overview of important business figures at any time
  • Creation of a sound basis for process-related decisions

User-friendly Quotation Tracking
The sales department benefits from SMARTCRM with the topic quotation tracking. Halder edits and monitors about 800 offers a month. These are imported as a pdf file from the abas ERP in the CRM system and archived under the corresponding address. SMARTCRM sends after the import automatically a task to the person in charge for following the offer, whose deadline depends on the amount of the quotation. By the press of a button, the employees can directly switch to the quotation in the abas ERP system to visualize each position. The quotations are updated every hour in SMARTCRM, so that quotation modifications carried out in abas ERP are taken over rapidly in the CRM system.

Evaluation at the Press of a Button
Before the implementation of SMARTCRM, Halder issued evaluations of representatives, customers, sales figures as well as products in Microsoft Excel. The required data were read out of the database with the help of a tool. Thus, even if the information was current, the process was very complex and time-consuming. In SMARTCRM, significantly more analyses are now available to the company – and these, daily at the press of a button. So the employee recognizes early on, for instance, by which customer the sales are decreasing or which product, how often and by which customer a product is related. For the management of Halder, the most important evaluations are transferred automatically at night to Microsoft Excel. So the management has at a glance in the morning all the important figures. Using these evaluations, they know immediately how, for instance, turnovers or product sales are developing and can plan accordingly short-term as well as long-term.

Conclusion
The acceptance of SMARTCRM is really high among the employees of Erwin Halder KG. Thus, the user-friendly representation of the data and the extensive evaluations convince and support the sales staff. SMARTCRM is responsible for significantly higher transparency of the data and so creates a sound basis for process-related decisions. With the comprehensive evaluations in SMARTCRM, the former time-consuming preparation of the figures in Microsoft Excel belongs to the past.

Halder plans to let all field service employees as well as sales representative work with SMARTCRM. Thanks to the offline capability of the CRM system, and the data access possibility via Smartphones, iPhones and iPad, all employees have all necessary information available even when out of the office.

The topic SRM plays also an important role at Halder, as the company thinks about connecting of the purchase department to SMARTCRM. Suppliers’ data and quotation requests can be user-friendly managed and evaluated on a daily-basis in SMARTCRM.

With SMARTCRM, we can lead our sales management successfully. That way the monitoring of quotations has been significantly improved and substantially more user-friendly. Also in other sales areas, we reach a higher productivity and faster processes with SMARTCRM.

Anton Wahler, CRM project manager at Erwin Halder KG

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. 

    more
  • 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.

      more
    • 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.

      more
    • 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

Halder relies on the interface between SMARTCRM and abas ERP: