Pultex GmbH

Since 2019, SMARTCRM has been supporting sales field and office staff at Pultex. With the introduction of a CRM system, the company wanted to create more transparency for all employees, especially in the field. For instance, no project nor offer should be lost from sight anymore. In the course of the CRM selection process, however, Pultex discovered that software offered on the market often did not meet the company’s requirements or that the functionalities could not map the work processes.

Requirements

  • Flexible, customizable CRM system
  • Interface to the ERP system Sage 100
  • Detailed BI evaluations

On the contrary, SMARTCRM impressed Pultex on several levels: both the clear focus on customer relationship management and the flexibility of the CRM system were convincing. The modular structure and individual configuration options ensure extensions and customer-specific adjustments at any time, even after installation. SMARTCRM scored as CRM manufacturer as well as with optimal support during sales process and beyond. Thomas Bongard, Managing director at Pultex GmbH summarizes the selection process: “Actually, a CRM software for our trading company was already overdue. However, choosing the right software proved to be very difficult. Because usually there are only rough solutions from software manufacturers that have nothing to do with reality. SMARTCRM, on the other hand, focuses only on CRM and not also on enterprise resource planning, financial accounting, etc.”

Project goals

  • Elimination of stand-alone solutions
  • Optimized field service connection
  • Improved documentation and tracking of activities and quotations

Interface to ERP system Sage 100

The ERP system Sage 100 was quickly and easily connected to SMARTCRM via a standard interface. Customers, suppliers, products, quotations including positions, samples as well as figures – turnovers or order backlog items and open items – are automatically transferred from Sage using this. Like the CRM system itself, the functions of the interface can be customized. Fine-tuning and enhancements are thus possible at any time, even retrospectively. This also convinces Pultex Managing Director Thomas Bongard: “The interface is great because the possibilities here are also unlimited.”

BI evaluations on the screen in one click

The figures are not only imported from the ERP system, but are also evaluated by SMARTCRM at different levels. Before the CRM implementation, analyses had to be sent out to employees in a time-consuming manner and detailed evaluations were not possible. Thomas Bongard describes the situation before SMARTCRM as follows: “The sales representatives used to receive various lists and evaluations from which they had to gather information. Today, all employees can call up exactly the current analyses they need at any time and thus recognize developments and potentials more quickly. With SMARTCRM, sales figures as well as offers and project information can be retrieved down to the smallest detail and at extreme speed.”

Planning tours, tracking activities

The field staff also benefits from this information gain, as all CRM data is available to them on their notebook via offline access. CRM support is particularly important for Pultex‘s field service when it comes to consistently tracking activities, such as sending quotations or consumer inquiries and planning tours. SMARTCRM ensures both: for instance, the customers to be visited within a tour can be visualized in Bing Maps in order to plan the optimal route there. The corresponding appointments are conveniently created with a click in the SMARTCRM.Organizer and planned activities are created in the customer file. Thus, the employees always keep track of their upcoming and past tours. After a visit, the sales representative conveniently documents the report in the activity and sends tasks, for example, for writing quotations, sending samples or information material. With the help of reminders and due dates, these are tracked until completion. This means that no outstanding response from the customer or prospective customer is lost and employees are always informed about the current status of communication thanks to the seamless activity history.

For Pultex Managing director, Thomas Bongard, the benefits SMARTCRM has brought to his sales department are clearly visible: “ We were able to optimize our sales processes and make them more efficient. Before the CRM implementation, information was managed with Microsoft Excel, Word, OneNote, Outlook and via various apps and stored in different places. Now, we have all data centrally in one system. This allows us to obtain comprehensive information about a customer – from sales trends to open quotations to purchased machines. The central documentation of all activities and their traceability are also a great benefit for us. Simply, no information is lost anymore.”

100 percent acceptance of SMARTCRM

Since Pultex is also extremely pleased with the user-friendliness of the CRM solution, it does not come as a surprise that SMARTCRM is accepted by the employee with no exception. According to managing director Thomas Bongard, working without the CRM software is no longer an option at Pultex. For the near future, the company therefore also plans to exploit the full potential that SMARTCRM has to offer and for example also connect the marketing department. “Sooner or later, we will use all SMARTCRM modules.”

SMARTCRM is simply a terrific piece of software. Here at Pultex, it’s just: there is nothing it can’t do. And the support is also perfect: after sales is a top priority with SMARTCRM.

Thomas Bongard, Managing Director at Pultex 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.

    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.

    more
  • 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.

    more
  • 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.

      more
  • 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.

    more
  • 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.

    more
  • 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.

    more
  • 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.

    more
  • 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.

    more
  • 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.

    more
x

Connection to ERP system

Pultex relies on the interface between SMARTCRM and Sage 100: