PENTAC Polymer GmbH

Since 2016, SMARTCRM has supported the processes of PENTAC Polymer GmbH in sales, controlling, service and purchasing anew. The company had previously been a SMARTCRM customer. However, a change of ERP system led to a temporary CRM replacement. In 2016, PENTAC decided to reintroduce SMARTCRM. In the decision-making process besides a good price/performance ratio, we convinced with the high usability of the software.

Requirements

  • ERP standard interface to Comarch
  • Mobile CRM for the field
  • High usability

Interfaces to Comarch and DATEV

In addition, SMARTCRM scored at PENTAC with the diverse connections to third-party systems and thereby the associated creation of a central data pool. This way, the CRM solution imports data from the ERP system Comarch based on SQL views over a standard interface. This includes customers, contacts, figures such as turnover, incoming orders, order backlog positions, discounted prices. For the SRM processes, orders, stocks on order and open invoices are transferred. Using an interface to the software DATEV, SMARTCRM automatically imports open items. 

Project goals

  • Company-wide CRM implementation
  • Analysis options for sales and purchasing

Thanks to its BI features, SMARTCRM prepares figures and provides them in diverse analyses. So, PENTAC employees can access for instance current turnover figures per product or per customer directly in the CRM system at the press of a button. Likewise, SMARTCRM enables the company to keep track of trend change or deviations between target and actual figures as well as cross selling and up selling potentials and thereby allows a targeted sales approach.
Another foundation of the sales processes at PENTAC are the target agreements stored in SMARTCRM. The sales staff can consult the daily status of their target achievement and therefore knows where they stand at all times while the sales management keeps an overall view of the sales processes.

Project management including quotation creation

Each project is created by PENTAC in SMARTCRM and linked to customers and suppliers involved. The entire communication history such as all e-mails automatically imported from Microsoft Office is shown in the project file. Detail information concerning each project phase is clearly displayed as process, such as the sending of sample compounds or offers. The latter are created by PENTAC directly out of SMARTCRM. Thereby the company has stored German and English templates in the CRM system. Thanks to the archiving of quotations in SMARTCRM, tracking is guaranteed at all times. Project management is completed by forecast analyses. Due to the CRM solution, the employees are kept informed on the current status of all on-going projects.

The field service is also kept up-to-date

In the field as well PENTAC relies completely on SMARTCRM. Before an off-site appointment, our CRM solution supports the employees in route planning with an area search and address visualization in Bing Maps. Thanks to the extensive customer file, the workload for visit preparation is kept as low as possible. When on the go, the field staff can still access the CRM data online on the smartphone via SMARTCRM.App or even without Internet connection on the notebook. So, they can document their visit reports directly in the CRM system. Follow-up appointments are created in the schedule and tasks sent to colleagues thanks to the integrated Organizer.

Ticket management and FAQ utilization in the service department

The service employees take advantage of SMARTCRM to manage complaints. All steps until completion are documented and 8D reports are created directly in the CRM system. This way, the entire customer contact remains traceable. Ticket evaluations help the company for instance to uncover frequent error sources or to optimize processing times. Information needed on a regular basis are stored by PENTAC in the SMARTCRM knowledge database saving a lot of time and effort for information retrieval. Thus, the FAQ contains automotive industry standards, requirements for material properties and further information for service, sales and production.

SRM functionalities for purchasing

The suppliers are imported from Comarch to SMARTCRM via the interface for instance to store agreements and results of product analyses. The overview of all inquiries, complaints etc. is extended by the SRM panoramic view. It is completed by evaluations of purchased orders, order stock and open invoices imported from Comarch. With this information, SMARTCRM enables PENTAC an extensive supplier management.

The acceptance of SMARTCRM with its easy handling is very high among our employees. Equally optimal for us is the fact that SMARTCRM is not strictly a CRM system, but rather an XRM solution that also supports our purchasing department.

Johannes Sattler, Key Account Manager at PENTAC Polymer GmbH

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.

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  • 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.

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    • 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 ERP system

PENTAC relies on the interface between SMARTCRM and Comarch: