RP-Technik GmbH

Since 2019, RP-Technik GmbH has relied on SMARTCRM in field and office sales as well as in project planning and marketing.

Requirements

  • Standard interfaces to abas ERP, HABEL DMS and Inxmail.
  • Management of projects and convenient quotation tracking

 

Standard interfaces to abs ERP and HABEL

Prior to the implementation of SMARTCRM, RP-Technik was using another CRM software, but it was neither connected to the deployed abas ERP nor to the DMS HABEL mobile. To upgrade these isolated solutions with a central information pool, the decision was taken to replace the CRM system.

In the selection process, we impressed as a long-standing cooperation partner of abas AG and with our bidirectional standard interface to abas ERP. Thanks to our great interface expertise, we were able to quickly install the preconfigured interface at RP-Technik and this in taking into account the individual requirements of the company. Technical adaptations, identified first during operation, could be easily integrated later.

SMARTCRM imports prospects, customers, merchandise and product groups, products as well as quotations and orders via an interface. In addition, figures, such as turnover, incoming order, order backlog items and open items are taken over. In the opposite direction, prospects as well as contacts are transferred to the ERP system over the bidirectional interface. SMARTCRM analyses the imported values and makes them available at any time at the press of a button in a wide range of BI evaluations.

Project goals

  • Improved field service connection
  • Support for visit and tour planning

These days, another standard interface connecting the CRM system with the DMS solution HABEL mobile is being set up. Thanks to this connection, employees will be able to call up project information archived in HABEL directly from SMARTCRM. With one click, the HABEL files will be opened in the browser. Conversely, the automated transfer of documents that are stored in the CRM project file takes place via the interface to the DMS.

Optimal project management 

Project management at RP-Technik is one of the focuses of the CRM support. Thus, all projects across all phases are documented in the SMARTCRM project file. To create a quotation, the sales employee creates a separate tab in the corresponding project file. A button is then used to create a quotation in abas ERP from the CRM system and to fill it in there. Using the interface, SMARTCRM then automatically imports it back into the project file, including all positions. Thus, all offers remain traceable in the CRM system at any time. Follow-up tasks guarantee optimal tracking and ensure that no quotation gets out of sight. Orders are also automatically imported from abas ERP and stored in the project file on an order tab. As a requirement of RP-Technik, if two sales employees have opened a project at the same time, SMARTCRM points this out to the employees and thus prevents possible overlaps, which could also be implemented without any problem. The all-round view of the projects is completed with various overviews on the start screen of the CRM solution, the SMART Board. With these, employees see at a glance, for example, open projects and offers, new inquiries, or won or lost projects as soon as they start working.

Support in the field 

Before the introduction of SMARTCRM, field staff had no access to customer-related information on the road. Now, all CRM data are available via the SMARTCRM.App on their smartphones and tablets. In addition, SMARTCRM also supports them in planning their visits. By assigning a visit rhythm, the CRM solution reminds them of visits to be arranged. The tours to be driven are also planned in the CRM system. For this purpose, customers are assigned to specific tours using features and these tours are assigned to sales employees. So, each employee can easily access their tours and select the addresses to be visited. They can then be transferred to Bing Maps with a click and visualized there on a map to plan the optimal route. In addition, employees can take advantage of an area search in SMARTCRM and a corridor search in Bing Maps to find other suitable addresses within a certain radius or along the route to be taken. Once the tour is scheduled, it is passed back to SMARTCRM, automatically generating corresponding appointments and scheduled activities for later visit documentation. Overviews on the SMART Board provide field staff and sales management with an outlook for upcoming and past tours at any time.

Marketing actions with SMARTCRM

In addition, we met another important criterion of RP-Technik: the company also wanted to increasingly use the CRM solution in marketing. Our standard connection to the e-mail marketing solution Inxmail is ideally suited for this. It enables personalized, data protection-compliant newsletter and mailing distribution. The recipients are automatically marked with an appropriate feature in SMARTCRM. Contact data can be conveniently selected in the CRM system and transferred to Inxmail via the interface at the press of a button. There, the mailing is created, sent and evaluated. Freely definable features can also be assigned to addresses and contact persons beyond the newsletter dispatch. Using extensive filter options, the employees at RP-Technik find the right target group for every marketing campaign.

We are very satisfied with support and sales assistance. Our helpful contacts at SMARTCRM are always there when we have questions. We receive fast and competent help, and problems can usually be solved quickly. The acceptance of SMARTCRM is really high in our company, as all employees are comfortable with the CRM solution.

Martina Rauer, Project Manager Marketing and SMARTCRM System Administrator at RP-Technik 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
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Connection to the ERP system

RP-Technik relies on the interfaces to abas ERP, …

Connection to the DMS

… to the Document Management System HABEL …

… as well as to Inxmail Professional: