The Harro Höfliger Verpackungsmaschinen GmbH specializes in the development and the construction of installations for the production and packaging of products from the pharmaceutical, chemical-technical, home & care industries as well as the food and beverage industry. With more than 600 employees in its headquarters and subsidiaries in the USA, Canada, China, Singapore, Switzerland and Russia, Höfliger’s customers receive comprehensive support. As an international company, Höfliger must rely on a sophisticated multi-currency quotation tool.
- Centralized data storage
- Digital address file with all information relative to the customer
- Documentation of the project’s phases
- Multi-currency quotation configuration
- Quotation writing in MS Word
- Dispatch of the quotation as PDF file from SMARTCRM
- Machine file with all important data including link to projects
Since 1996, Höfliger has been using SMARTCRM with 65 licenses in field service and back office as well as in the maintenance department. The SMARTCRM installation includes sales projects, machines and data exchange. Jessica Pohl, Sales Assistant: “We write about 1100 quotations a year and the trend is increasing. Our machines are sold worldwide, this is the reason why a multi-lingual quotation tool is really important for us. In SMARTCRM, we can write quotations in German, English, French and Spanish.” Due to the long life span of a project – it can take up to two years between quotation and purchase order – the sales management uses the opportunity to document individual phases in SMARTCRM.Project, e.g., current offer, quotation variants, order in process and final contract. The quotation is created through SMARTCRM as Microsoft Word document. The employees can send thereupon per e-mail the final quotation as a PDF file direct from SMARTCRM.
- Quotation preparation in different languages and currencies
- Documentation of the sales projects in all phases
- Mapping of the machine’s life cycle
When an offer becomes an order, the employees add the respective machine in SMARTCRM. Through the link between machine and project, the whole life cycle of the machine is visible at a glance. In SMARTCRM, each machine is stored in an individual file. The employees are then informed about all quotation and machine relative data, e.g., the machine master data, the type of order, the contracts, the safety guidelines and documentations. The machine file includes the contract descriptions, bill of delivery, assembly instructions, maintenance visits, which are saved as activities in the complete history in SMARTCRM.
SMARTCRM optimized the sales processes at Harro Höfliger Verpackungsmaschinen GmbH. In addition, the CRM system allows a more transparent and service-friendly machine management.
With SMARTCRM, we have optimized our sales processes and designed a more transparent and service-friendly machine management system.Jessica Pohl, Sales Assistant at Harro Höfliger Verpackungsmaschinen GmbH