Hänssler Kunststoff- und Dichtungstechnik GmbH

Since 2003, SMARTCRM has supported as central customer and information system the sales management at Hänssler Hydraulik GmbH. During the decision-making process, SMARTCRM convinced with high user-friendliness and the possibility for the system administrator at Hänssler’s to manage the software himself 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 an important reason 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 AG, the CRM specialist has a great interface experience by which we were immediately. 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 with the first ring. With a click, the customer file and the complete activity history opens. 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.Basis SMARTCRM.Basis

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.

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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.OfflineSMARTCRM.Offline
    SMARTCRM.Offline

    SMARTCRM.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.

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  • SMARTCRM.AppSMARTCRM.App
    SMARTCRM.App

    SMARTCRM.App

    • 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.

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  • SMARTCRM.WebSMARTCRM.Web
    SMARTCRM.Web

    SMARTCRM.Web

    • 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.

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  • SMARTCRM.GeoMapSMARTCRM.GeoMap
    SMARTCRM.GeoMap

    SMARTCRM.GeoMap

    • 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.

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  • SMARTCRM.PlanningSMARTCRM.Planning
    SMARTCRM.Planning

    SMARTCRM.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.

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  • SMARTCRM.ScannerSMARTCRM.Scanner
    SMARTCRM.Scanner

    SMARTCRM.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.

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  • SMARTCRM.Exchange.SyncSMARTCRM.Exchange.Sync
    SMARTCRM.Exchange.Sync

    SMARTCRM.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.

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

    SMARTCRM.Machines is our support for your service department.

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  • SMARTCRM.TicketSMARTCRM.Ticket
    SMARTCRM.Ticket

    SMARTCRM.Ticket

    • 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.

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  • SMARTCRM.FAQSMARTCRM.FAQ
    SMARTCRM.FAQ

    SMARTCRM.FAQ

    • 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.

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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 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.

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  • SMARTCRM.ERPSMARTCRM.ERP
    SMARTCRM.ERP

    SMARTCRM.ERP

    • 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.

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Connection to the ERP system

Hänssler relies on the interface between SMARTCRM and abas ERP: