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.
- 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.
- 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.
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.
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