Hänssler Kunststoff- und Dichtungstechnik GmbH

Since 2003, SMARTCRM has supported the sales management at Hänssler Hydraulik GmbH as a central customer and information system. During the decision-making process, SMARTCRM scored with high user-friendliness and the possibility for the system administrators at Hänssler’s to manage the software themselves and if necessary to adapt it. Since the company wanted to optimize the order tracking, the transfer of incoming order data and invoice outputs from the ERP system abas Business Suite was a key factor for Hänssler to choose SMARTCRM.

Requirements

  • Central database with access for all staff
  • Standard interface to abas Business Suite
  • Transfer of the incoming orders and outgoing invoices as well as their tracking data
  • Extensive evaluations with early warning system
  • CTI function
  • User-friendly, customizable software by the administrator

Standard Interface to ERP
A bidirectional standard interface ensures the synchronization between abas ERP and SMARTCRM. As a long-time partner of abas Software AG, the CRM specialist has a great interface experience by which Hänssler was immediately convinced. The interface guarantees a central data storage: all employees can have access to any information at any time.

Project goals

  • Optimization of order tracking
  • Convenient creation of current sales statistics

Efficient Sales Work
Many functions in SMARTCRM support the sales employees in their daily work. If a customer or a prospect calls, thanks to the CTI function, SMARTCRM shows the employee the caller’s name as soon as the phone rings. With a click, the customer file opens including the complete activity history. So, the employee quickly obtains an overview and can deal with the caller’s matter competently. There are no long waiting loops at Hänssler. Finally, the call is documented in SMARTCRM and if necessary, can be accessed at any time. If tasks or appointments for employees or colleagues result as of the phone call, they are easily sent to SMARTCRM and displayed in the schedule.

Complete Order Tracking
Via the interface, the created orders including the positions are transferred from abas ERP to SMARTCRM and filed there with the corresponding customer address. Thus, all orders are fully documented in the CRM software and can be viewed at ease. With SMARTCRM, the employees always keep an overview of all incoming orders and outgoing invoices – which guarantees optimal tracking.

Evaluation at the Press of a Button
Before the implementation of SMARTCRM, Hänssler Hydraulik GmbH had arranged figures from abas ERP in Excel files. This way, the preparation of sales statistics was laborious and time-consuming. In addition, many statistics were not significant enough to be used as basis for informed decisions. With SMARTCRM, this has changed: the CRM system imports via the interface sales figures, open positions, incoming orders, order backlog as well as product data from abas ERP and make them available in many daily evaluations. So, the sales employees always keep an eye on the turnover development of their customers. Sales declines are detected early on and countermeasures are possible. Evaluations can be invoked at different levels and be tracked back to the product level – a great advantage for a company with a broad product range.

Conclusion

The acceptance is really high among the sales staff. One of the features they particularly appreciate is the duplicate check. If a new address is created in SMARTCRM, the CRM system verifies automatically, whether it already exists. Hence it avoids that employees contact new customers multiple times. The new customer acquisition is significantly simplified. In addition, a comfortable appointment and task manager is at your disposal in SMARTCRM. So, for instance, the follow-up for appointments is intensely used by the sales employees. During the software launch, SMARTCRM convinced with the expertise of its employees. Even today, Hänssler Hydraulik GmbH is pleased with the rapid assistance from the hotline employees of the CRM manufacturer. In the future, Hänssler wants to get the most of its SMARTCRM installation. Thanks to the flexibility of the CRM software, it can be further adapted to the individual needs of the company.

There is a high acceptance of SMARTCRM in our company, all sales employees use the CRM system very intensely. SMARTCRM is for us THE communication platform, this is where all customer data are gathered.

Sebastian Hänssler, Technical manager of Hänssler Kunststoff- und Dichtungstechnik GmbH

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.

    more
  • 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.

    more
  • 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.

    more
  • 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.

    more
    • 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.

      more
  • 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.

    more
    • 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.

      more
  • 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.

    more
  • 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.

    more
  • 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.

    more
  • 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.

    more
  • 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

Hänssler relies on the interface between SMARTCRM and abas ERP:

Connection to HABEL

Hänssler benefits from the interface between SMARTCRM and HABEL.

Our DMS interfaces

Module

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

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