In 2014, the Karl Bachl GmbH & Co KG from Röhrnbach, Germany, decided to introduce SMARTCRM. The key reasons for choosing SMARTCRM were the interface to the ERP system proALPHA, its user-friendly front-end as well as its personal information manager – PIM. Thanks to the latter, the primary goal of the CRM implementation was reached: the optimization of the internal communication, for instance between field service and back office, as well as the external communication, with architects, engineering offices and planners. The different company departments, such as the insulation, construction or construction material, are represented in SMARTCRM over a total of seven clients. So, important data is always accessible to all departments.


  • Standard interface to proALPHA
  • User-friendly front-end
  • Representation of the different business departments through clients

An important decision factor was the interface to the ERP system proAlpha used by Bachl and which was easily adapted to the company’s needs. SMARTCRM imports, in consideration of the clients created in the ERP system, customer and product master data, relationships and hierarchies as well as special prices, turnover and order backlogs. So, both field service and back office have a unified overview of all customer and planning related data, without having to switch to proAlpha. The CRM system thus guarantees that the employees can always adapt their customer’s contacts to the current figures. SMARTCRM allows Bachl to early recognize planning deviations and to react accordingly.

Project goals

  • Optimized cross-department communication
  • Improved maintenance of contact data i.e., architects, engineering offices…
  • Maintenance of price lists
  • Ideal workflows in complaint management

Price agreements and price sheets are centrally stored for instance for the insulation material sales department. Thus the sales staff can access the current price information with a few clicks and stay up to date at all times. The employees of the construction department control the dispatch of their price list by assigning features to categorize the addresses in the CRM system. So each customer always receives the correct price list.

Complaints can also be captured in SMARTCRM. For optimal tracking, the CRM system provides all detailed information related to a complaint, such as the reason of the query, the duration of the complaint processing as well as any steps taken to solve the problem of the customer. The creation of 8D reports is made directly in the CRM system. So, SMARTCRM guarantees a complete complaint management as well as quick and competent customer care. Comprehensive evaluation options allow Bachl to identify the cause of recurring complaints and so to keep on improving the quality and services.

The acceptance for the CRM system is really high amongst the employees, especially in the insulation material department where SMARTCRM supports them in many processes – among others due to the usability of SMARTCRM. Through the unified mask structure, the employees are comfortable even with the newly added modules. In the near future, the use of SMARTCRM should increase in the construction material department. So, the addresses are now categorized to then take advantage of the easy processes and benefits of the CRM system.

SMARTCRM simplifies our complaint process in the insulation material department, for instance with forms that are automatically filled out and comprehensive evaluation options of the complaints. Thanks to the 8D reports, a better complaint follow-up takes place.

Norbert Plettl, CRM project manager at Karl Bachl GmbH & Co KG

Implemented modules


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.



  • 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.

  • SMARTCRM.OfflineSMARTCRM.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.



    • 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.



    • 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.



    • 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.

  • SMARTCRM.PlanningSMARTCRM.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.

  • SMARTCRM.ScannerSMARTCRM.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.

  • SMARTCRM.Exchange.SyncSMARTCRM.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.

  • SMARTCRM.TargetsSMARTCRM.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.

  • SMARTCRM.ProjectsSMARTCRM.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.

  • SMARTCRM.MachinesSMARTCRM.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.



    • 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.



    • 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.



    • 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.



    • 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.


Connection to the ERP system

Bachl relies on the interface between SMARTCRM and proALPHA: