Janser GmbH

Since 2005, SMARTCRM has been supporting sales processes for sales field and back office at Janser.

Requirements

  • Activity evaluations
  • Field service integration
  • Interface to the ERP system Sage b6/b7

With the introduction of the CRM system, customer data was to be bundled and made centrally available to employees so that they would be informed at all times about all important processes at the customer.

Before SMARTCRM, information was documented on different media such as PCs and index cards or was only “stored” in the memory of an employee. The associated risk of information loss was to become a thing of the past with the introduction of CRM.

Janser decided in favor of SMARTCRM because the CRM already fulfilled most of the requirements in the standard version and therefore no excessive adjustments were necessary. Furthermore, the CRM solution scored with the comfortable access via notebook when in the field.

Interface to Sage b7 and BI evaluations

In addition to SMARTCRM, Janser uses the Sage b7 ERP system. Address, product and machine information as well as figures are transferred to the CRM solution via an interface. SMARTCRM evaluates the turnover, order backlog and contribution margin positions as well as open items at different levels. This means that employees always have access to exactly current analyses they need – e.g. sales per product (or product group) or turnover and products sold per customer. Before the CRM implementation, such analyses could only be done with great effort and are now available in SMARTCRM at any time. This allows the company to recognize trends and potentials at an early stage and to control sales accordingly.

Project goals

  • Central bundling of information
  • Elimination of isolated solutions
  • Replacement of the classical visit reports by activity evaluations

Transparent target agreements

The company also stores its sales targets in the CRM system. SMARTCRM compares the achieved values with the specified targets. The agreed key figures and the daily target/performance comparison are thus transparent for the sales staff.

Central information for back office and field service

Thanks to SMARTCRM, the communication between the back office and field staff was improved. The automatic import of e-mail communication with customers also contributes to this. E-mails from Microsoft Outlook are archived in the respective customer file via Microsoft Exchange, so that together with the documentation of visits, phone calls, etc. in the CRM system, a complete activity history has been created.

In addition, information related to the machines sold, such as locations, is also archived in SMARTCRM; and constitutes an important building block for the traceability of the machine history for the sales department. Thanks to this central data pool, all employees in the office and in the field can quickly and easily view the required information themselves without having to first ask colleagues for data.

Full online and offline access even on the road

Janser maintains both customer and delivery addresses in SMARTCRM, with the latter, such as craft businesses or specialist retail outlets, being visited regularly by field staff. When a sales representative prepares a visit, the area search in SMARTCRM displays all other delivery addresses within the area of the address to be visited. This is very helpful for Janser, for example, to spontaneously reschedule a tour. With a click for route planning and appointment generation, the addresses to be visited are visualized in Bing Maps.

Using SMARTCRM.App, field staff can access important CRM information online in real time and visit reports can also be recorded quickly and efficiently while on the go. The customers to be visited are sometimes located in areas with poor Internet connection. However, this is not a problem for field staff because their entire CRM database is also available offline on their notebooks. When Internet is available again, newly entered data and appointments are synchronized with the main installation.

High acceptance thanks to outstanding support

The acceptance towards SMARTCRM among the employees is very good. This is not only due to the software solution, but also to the competent support provided by SMARTCRM employees, who always help in an uncomplicated and solution-oriented manner, says Volker Blümle, Company officer with special power of attorney at Janser’s: “The help provided by the hotline team is outstanding.”

In the near future, the activation of further SMARTCRM functions is planned. This way, Janser would like to even better exploit potentials.

We feel well supported by SMARTCRM staff in project management and sales. The hotline is also outstanding with speed and competence and always helps us in an uncomplicated and solution-oriented way.

Volker Blümle, Company officer with special power of attorney

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.

    more
    • 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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Interface to ERP system

Janser relies on an interface between SMARTCRM and Sage b7: