iNOEX GmbH

SMARTCRM supports in sales, marketing and service departments three subsidiaries of CiTEX GmbH, including iNOEX GmbH. The companies are represented through clients so that all have access to a central system.

Requirements

  • Two-way interface to abas Business Suite
  • Extensive functions for quotation preparation and tracking
  • Document templates for a unified Corporate Design
  • Complete activity history
  • Interface to the document management system HABEL

Interfaces to ERP and DMS
At iNOEX GmbH, the constant actuality of their data was the primary goal of the CRM implementation. That’s why a standard interface between SMARTCRM and abas Business Suite used by iNOEX GmbH was particularly important. The regular exchange of transaction data prevents duplication of data maintenance and ensures the actualization of both systems. The standard interface between SMARTCRM and DMS system HABEL allows an extensive document management. At the press of a button, iNOEX transfers quotation, order confirmations and other documents to HABEL, including an automatic indexing of the files. Likewise,  all documents belonging to an order or to an address in SMARTCRM are visible in HABEL at the press of a button.

Project goals

  • Central database with information from the ERP, DMS and CRM systems
  • Optimal quotation preparation and complete tracking
  • Access to current evaluations of the figures at any time
  • Sales targets always in view and therefore even more targeted sales work

Flexible Quotation Preparation – anytime, anywhere
The extensive preparation and tracking of quotations and contract confirmations were as much important for iNOEX as the use of several languages and currencies. Today, the company uses German, English and French as well as the euro and the US Dollar. Thanks to SMARTCRM offline capability, the field service staff is kept informed on their Notebooks about the sent quotations or orders. SMARTCRM gives the processes the final touch and ensures a uniform appearance. Quotations are automatically filled with description and pictures of the products and the block sums and totals are easily calculated under consideration of special prices and discounted prices. Finally, the documents are provided with electronic signatures. The quotation tracking is particularly clear in SMARTCRM. Should several quotations be created in a project, the project development is still evident at a glance for the employees. Quotations are sent only after being released by the sales department and the technical department. These are issued through SMARTCRM. If an employee edits quotation positions later, the CRM system resets the releases automatically. If an employee edits later quotation positions, the CRM system resets the release automatically.

Sales Goals always in View
As a central tool for the sales management, SMARTCRM provides the sales team at iNOEX GmbH with the daily stand of its sales goals, such as number of visits or sold products, and allows them to act specifically. With this knowledge, sales management and managing directors can plan on a long-term basis or counteract accordingly.

Extensive Evaluations
SMARTCRM provides iNOEX a daily overview of their sales figures. The figures imported over the interface – including sales revenue, incoming orders and order backlog, open positions, etc. – are processed at the customer’s or product’s level. In addition, the CRM software offers detailed analyses of the forecast. From there, the employees can go directly to the projects and individual positions. This allows optimal quotation tracking, since the offers are visible in a few clicks without subsequent order.

Support in Service
In service, all employees are also kept informed via SMARTCRM at any time and know which colleague is currently working at a customer. The orders for servicing are managed in SMARTCRM and transferred to abas ERP. Service reports are also recorded in SMARTCRM, including a list of the replacement parts and the required working hours.

Targeted Marketing Campaigns
SMARTCRM allows the marketing staff at iNOEX GmbH to target specific customer groups. The iNOEX customers are precisely categorized using freely definable features and can be selected for a certain marketing action. So only the customers, to whom the action really matches, will be informed about a new product generation, for example, with a serial e-mail directly from SMARTCRM.

Conclusion
45 employees in field service as well as in back office work with SMARTCRM at iNOEX GmbH. A central database has been created using the interface between SMARTCRM and abas Business Software. This provides a higher transparency – both for data as well as for internal and external communication. The extensive functions have automated and optimized many processes, as well as for the sales controlling of the iNOEX GmbH.  The quotation preparation and the quotation tracking have been greatly simplified. With the activity history as well as the target agreements, the sales staff is always up-to-date and can react accordingly.

SMARTCRM has simplified our sales processes and provides us with significantly better quotations and order confirmations. We were able to develop a customer advantage due to the now possible illustrations, for instance.

Arno Neumeister, Marketing director of iNOEX 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.

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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.

    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.

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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.

      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.

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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 and DMS systems

iNOEX relies on the interfaces between SMARTCRM and abas ERP as well as between SMARTCRM and HABEL:

CONNECTION BETWEEN SMARTCRM AND INXMAIL

iNOEX benefits in marketing from the interface between SMARTCRM and Inxmail Professional.

Inxmail Professional

Module

SMARTCRM and Inxmail professional ensure efficient e-mail marketing. Minimize your distribution losses and easily send personalized mailings.

more