Krug + Priester GmbH & Co. KG

Since 2019, Krug + Priester has been relying on SMARTCRM in field and office sales as well as in marketing. The manufacturer of document shredders, cutting machines and air purifiers chose to implement a CRM system to create a central database. Employees were to work using a uniform system across departments and be able to access a common pool of information that was accessible to all. Requirements for the CRM solution included ease of use, a good price-performance ratio and a proven interface to the ERP system Infor LN used by Krug + Priester.

Requirements

  • Replacement of isolated applications
  • High usability
  • Good price-performance ratio
  • Standard interface to Infor LN

Standard interface to Infor LN

SMARTCRM was able to fulfill all these requirements during the CRM decision. We scored with competent support as well as with the standard interface to Infor LN and our ERP expertise. We were able to set up the preconfigured interface quickly and easily, and to implement all requirements specified by Krug + Priester. Using this connection, addresses, turnover and order backlog positions, open items as well as products are transferred from the ERP software to SMARTCRM. Our CRM solution offers extensive BI functionalities. At Krug + Priester, for instance, the imported figures are analyzed and made available at different levels, per customer or product. This means that today incoming orders, open items or overdue invoices can be presented in a simpler and compacter manner.

Project goals

  • Optimized field integration
  • Improved communication between field force and back office
  • Standard interface to Inxmail Professional for easy data-privacy complying mailing dispatch

Optimal field integration

Before the introduction of SMARTCRM, field service employees had no direct access to the data maintained in Infor LN when working from home. Today, all customer-related information and analyses are available to them centrally in the CRM solution – even without an Internet connection, thanks to SMARTCRM’s offline capability. In the past, they often used Microsoft Excel for reporting, but this has been completely replaced by SMARTCRM. Today, the sales force only works with the CRM system without exception and is always informed about the activities with a customer, about the purchased products as well as sales developments and trends even while on the road.

Visualization in Bing Maps

The sales force is also supported in planning routes. If, for instance, a customer is to be visited, the area search in SMARTCRM enables the simple and practical localization of other customers in the immediate vicinity. The addresses can be then visualized in Bing Maps and the optimal route can be planned. During the transfer back to the CRM system, appointments and planning activities can be conveniently generated at the same time.

Central all-round view instead of local storage

SMARTCRM has also optimized the cross-departmental communication between field and office staff. For instance, e-mails that are automatically imported from Microsoft Outlook are archived in the respective customer file and customer-specific conditions are centrally stored. Before the CRM introduction, sales staff used to maintain customer and prospective customer data as well as visit reports in locally stored Microsoft Excel spreadsheets. Today, they document visits in the CRM customer file as well as the complete communication enabling a seamless activity history. Tasks or appointments including due dates and reminders can be created directly in the CRM system. This way, field and office colleagues are always fully informed about who has discussed what and when with a customer at a glance in the CRM system. Locally stored information and time-consuming inquiries with colleagues belong to the past.

Connection to Inxmail Professional

The marketing team works with our CRM solution as well. In particular, the standard interface to the e-mail marketing software Inxmail Professional simplifies many processes and allows them to send personalized mailings and newsletters based on current, central data – free from isolated applications. Using the manifold filter options in the CRM system, employees can first select the appropriate target group and transfer the corresponding data to Inxmail with a single click. Newsletter subscription and cancellation of subscription information is automatically transferred back to SMARTCRM over the interface. Data-protection complying dispatch is made possible by storing all relevant GDPR information.

Thanks to the modular structure of SMARTCRM, Krug + Priester was able to start with the modules that were most important to them and to expand the CRM system step by step. Thus, the needs of the company for the CRM software could – and still can – be checked during ongoing operation, the functionalities could be successively extended accordingly and other departments could be connected step by step. Whereas the focus was previously on the core processes of the departments involved, Krug + Priester now also wants to examine SMARTCRM’s potential applications beyond this. This targeted approach is also reflected in the consistently good acceptance of the employees for SMARTCRM. Especially the field service is very pleased with the CRM support. Krug + Priester is equally satisfied with our support. Thus, the company feels well advised by both project management and support staff.

In the field service, the entire information and reporting flow, which was previously heavily based on Microsoft Excel, was redesigned and replaced by SMARTCRM. Without exception, all employees now work with SMARTCRM only, moreover the acceptance of the CRM system there is very high.

Dr. Andreas Lingscheid, Commercial manager / CFO at Krug & Priester GmbH & Co. KG

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.

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  • 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. 

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  • 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.

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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 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.

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    • 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.

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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.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 system

Krug + Priester relies on the interface bretween SMARTCRM and Infor LN: