Rudolf Storz GmbH

Rudolf Storz GmbH has been working with SMARTCRM in sales and purchasing since 2020. The company had already used a CRM system before, but it did not offer an optimal connection to their ERP solution Majesty. Therefore, the decision was made to replace the CRM software. As a long-standing cooperation partner of majesty GmbH, we impressed with our standard interface to the ERP system and our associated expertise in the selection process. In addition, our CRM solution scored with its great user-friendliness and intuitive operation.

Requirements

  • An innovative, user-friendly CRM system
  • Interface to the ERP system Majesty
  • SRM functionalities for purchasing

Standard connection to Majesty

SMARTCRM takes over customers, offers including positions, products and product groups as well as the figures such as turnover, order backlog and open items from Majesty via the interface. SMARTCRM evaluates these data and makes them available to employees in controlling, sales and purchasing in numerous BI analyses. Thus, another important requirement of the medical technology manufacturer for the CRM solution could be met. Before the introduction of CRM, evaluations were only possible in the ERP system or were created manually by the employees in Microsoft Excel. Today, they are up-to-date and displayed on the screen on different levels at the press of a button. For example, SMARTCRM provides order and delivery overviews. Current customer sales can also be viewed at any time and can be compared with the corresponding previous year’s figures. This enables the early detection of trends and targeted sales work. For this purpose, the most important evaluations and diagrams are already available to employees on their home screen, the SMART Board.

Project goals

  • Extensive BI analyses such as order and delivery overviews
  • Selection of recipients and sending of serial e-mails

Customer-related analyses can be called up directly in the customer file, which also bundles all communication with the customer. For this, e-mails are automatically imported into the respective SMARTCRM customer file from the local Outlook accounts of the employees via Microsoft Exchange. Thus, the overall overview is always guaranteed for everyone and the employees are always informed about who discussed what with whom. The 360° view is completed by the quotations, including respective positions, imported from Majesty and archived in the customer file. This allows the sales staff an optimal tracking.

SRM with CRM 

The purchasing department also works with SMARTCRM. The corresponding figures – stock on order items and (open) invoices – are taken over from Majesty via the interface and made available in a variety of analyses, as for sales figures. Suppliers are also imported from the ERP system and can be classified in detail in SMARTCRM. Supplemented by the entire communication history, the supplier file in SMARTCRM thus offers the current overall overview of all supplier relationships at all times.

Mapping of companies

The affiliated company of Rudolf Storz GmbH is medical bees GmbH, which also uses SMARTCRM. To ensure that the employees only work with the information they need, the two companies are represented as their own clients. If required, visualizing CRM data across companies in order, for example, to view cumulative BI evaluations is, of course, possible.

Serial emails from the CRM

In the near future, it is planned to deploy SMARTCRM also in the marketing department. With the assignment of freely definable features to addresses and contact persons as well as extensive selection options, the CRM solution offers the optimal tools for an exact target group definition in the context of a marketing campaign. In addition, the medical technology manufacturer also wants to send serial e-mails directly from SMARTCRM. Thanks to the connection to Microsoft Office and stored text modules, this is easy to do. 

Optimal customer care 

Rudolf Storz GmbH is very satisfied with the support offered by SMARTCRM GmbH and praises the fast assistance provided by the hotline team. The SMARTCRM project management also impresses  with competent support.

With SMARTCRM, we were able to make our sales processes clearer and more transparent. For instance, lists in the CRM system make our work easier in purchasing. And if we ever have an inquiry about SMARTCRM, the hotline team there helps us quickly and easily.

Birgit Humm, Sales Manager at Rudolf Storz 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 the ERP system

Rudolf Storz relies on the interface between SMARTCRM and Majesty: