Since 2010, the Swiss company Steinfels Swiss has been working with the CRM software SMARTCRM. Given that the previous CRM software was not executable on Windows 7, the decision has been taken to introduce a new CRM software. SMARTCRM convinced with competent advice and best value for money as well. Thus, today, SMARTCRM supports 50 associates in the sales, service and marketing department. Since Steinfels Swiss offers products on different segments – hotel and industry – they are represented as customers in
SMARTCRM. A goal of the implementation was the connection of the field service associates. The offline-capable SMARTCRM guarantees the access to all data with their notebooks.
- Interface to Microsoft Dynamics AX (formerly Microsoft Axapta)
- Field service connection via offline access
- Detailed machine and device management
- Quotation writing and monitoring in the CRM system
- Extensive analysis and evaluations also for the distributor sales
- Statistics on visits and target/actual comparisons of the sales targets
- Visit planning for sales and service
Detailed Machines and Devices Information
SMARTCRM fulfills also the wish of an optimal machine and device management. Thus, the company can maintain in the CRM system all information up to the fillers of each device. Likewise, for each device, dosing settings history is available. All Retailers at a Glance SMARTCRM supports sustainably Steinfels Swiss in sales management. Indeed, the company used to make statistics on Microsoft Excel sheets and to send them to its field staff. This step was dropped with SMARTCRM: via an interface, product data as well as sales figures from the ERP Software Microsoft Dynamics AX system are imported. So the CRM system allows Steinfels Swiss not only to visualize on different levels their own daily sales figures, but also of its retailers. Sales representatives and managers keep track of the current sales development.
- Field service connection
- Documentation of machine information
- Daily overview of the development of own sales as well as the dealers’
- Optimal coordination of the service visits
Steinfels Swiss field staff writes about 50 offers a month. These are created directly in SMARTCRM. To this purpose, the company has stored templates with their own corporate design in the CRM system. SMARTCRM fills in the Microsoft Word document automatically with the recipient’s data as well as the corresponding prices. For each quotation, individual discounts for product groups or single product can be entered, and are calculated in the total price. Likewise SMARTCRM fills in product text modules. Since they can be stored in different languages, it is easy for Steinfels Swiss to write the quotation in German or French. The quotation is archived in the electronic customer file. All processes – and thus all quotations – of a project are shown in SMARTCRM on its own tab and can be tracked easily. The associates caswitch to the linked addresses, activities or machines files and thus stay fully informed. After adding a quotation, the sales representative sends a task to the office associate through SMARTCRM to mail the documents.
Visit Planning for Sales Representatives and Assemblers
Steinfels Swiss maintains a zip code assignment in a list for all service and sales staff. This is imported in SMARTCRM, whereupon the CRM system makes automatically the address assignment. Sales and service associates use the visit planning in SMARTCRM and areautomatically reminded of the visits‘ agreements in the defined rhythm. In addition, they can display visit statistics for a given time period and per employee in the CRM software.
SMARTCRM optimized processes in sales, service and marketing at Steinfels Swiss. Earlier, the field service staff had to be informed per email for all important information, now they can see freely all data in SMARTCRM with a few clicks – from address information on project processes to daily statistics and sales targets. So SMARTCRM supports sustainably the sales management in the company – and thanks to the offline capability, outside of the office. The service staff can better plan and coordinate their interventions. The visit planning in SMARTCRM helps them when making an appointment. Thanks to the seamless activity history as well as the extensive devices database, they always know what type of activity was with a customer and what machines and devices he has in use. In addition, SMARTCRM optimized marketing processes and thus simplified the sales planning and controlling. Moreover, the employees use the extensive selection options to purposely address defined target groups.
The acceptance for SMARTCRM is really high amongst the employees. They see the advantages the CRM system offers to their daily work life, for instance to maintain our machine and device data. Their management in SMARTCRM is for us a great and important improvement.Jordanis Katsakis, Sales Manager at Steinfels Swiss