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, with one click, all documents belonging to an order or to an address in SMARTCRM are visible in HABEL.

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 gives the sales team at iNOEX GmbH 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 andSMARTCRM supports in sales, marketing and service departments three subsidiaries of CiTEX GmbH, including iNOEX GmbH. The companies are represented on clients so that all access a central system.

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, with one click, all documents belonging to an order or to an address in SMARTCRM are visible in HABEL.

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 over SMARTCRM. 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 gives the sales team at iNOEX GmbH 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

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.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

iNOEX relies on the interfaces between SMARTCRM and abas ERP.

CONNECTION BETWEEN SMARTCRM AND HABEL

iNOEX benefits from the interface between SMARTCRM and HABEL DMS.

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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CONNECTION BETWEEN SMARTCRM AND INXMAIL

iNOEX relies on 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.

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