STOPA Anlagenbau GmbH

Since 2011, SMARTCRM has been supporting STOPA sales employees. The goal of the CRM implementation was the central management of all customer information in a system and the possible access to the needed data at any time. In addition, the CRM system should have brought a greater transparency in project business. Another important criterion was to provide many and varied analysis options in the CRM software, for instance, for creating forecast evaluations.

Requirements

  • Extensive evaluation possibilities
  • Complete activity documentation as well as current project information at a glance
  • Full quotation tracking in the CRM system
  • Bidirectional standard interface between SMARTCRM and abas ERP

SMARTCRM stands up with abas Interface
SMARTCRM’s great interface competence was, among others, a key argument in the decision of the plant engineering enterprise. Indeed, in addition to SMARTCRM, STOPA uses the ERP system abas Business Suite. As a long-time partner of the abas Software AG, the CRM manufacturer could provide a bidirectional standard interface between SMARTCRM and abas ERP.

Project goals

  • Central management of all customer information
  • Transparent information flow in project management
  • Possible access to extensive analyses, such as forecast evaluations at any time

Long-term Support in Project Business
In order to guarantee efficient sales management, SMARTCRM optimized, among others, the project business of the plant engineering company. Thanks to the documentation of all activities belonging to the project, the sales staff keeps track of the current state of the project at all times and is informed about the full communication with the customer or the prospective customer. A major advantage for the employees in case of substitution: time-consuming handing over before vacations and the tedious work of collecting the necessary information in case of sick leave belong to the past. SMARTCRM rapidly brings the substitute up to date regarding agreements and upcoming tasks. Before the CRM implementation, an employee had no direct access to the locally stored e-mail communication between colleague and customers, now he always has the customer and project file in SMARTCRM along with the complete activity history with e-mails, documents and further information. Since STOPA manages customer and supplier addresses as well as invoices in the CRM System, these will be linked using the relationship function in SMARTCRM. A single click shows which addresses in what way are interrelated.

Complete Quotation Tracking in the CRM System
All quotations created by the sales staff are archived in the corresponding project file. So that a complete quotation tracking is guaranteed and the project flow stays transparent at all times.

Extensive Evaluations of the Figures
SMARTCRM imports the current figures from the ERP system and evaluates them in detail on different levels. The time-consuming preparation of analyses belongs to the past. Today, the evaluations are accessible to the employees at the press of a button in the CRM system. SMARTCRM provides two additional evaluations designed to meet the needs of STOPA: one analysis shows the pure sales figures and in the other analysis, the CRM system includes the payments of outstanding invoices in the calculation. These and many more standard analyses, for instance the turnover per customer or sales territory as well as the yearly comparisons, allow STOPA a sound planning and control of the sales processes.

Conclusion
At first, a certain skepticism prevailed amongst the employees of STOPA regarding the implementation of a CRM system in the company, after a short time of use, the advantages of SMARTCRM were convincing. In the near future, the company plans to use SMARTCRM for marketing campaigns. Using the many filter options and the freely definable features for addresses and contacts, the marketing staff can define targeted selections of recipients and to limit the waste. In addition, the plant engineering enterprise wants to expand the sales functionalities in SMARTCRM. So, SMARTCRM will provide STOPA with specific evaluation possibilities – also in form of charts – in the CRM system.

The transparency within our project management has increased significantly thanks to SMARTCRM. This is a major advantage for sales colleagues when holiday replacements have to deal with the project.

Ralf Gerber, Head of Sales/Marketing at STOPA Anlagenbau GmbH

Implemented modules

SMARTCRM.Basis SMARTCRM.Basis

Thanks to its modular structure, SMARTCRM perfectly adapts to your business processes and requirements. The foundation of each SMARTCRM installation is the module SMARTCRM.Basis. Hereby, our CRM system already covers the important CRM tasks even across-department.

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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.OfflineSMARTCRM.Offline
    SMARTCRM.Offline

    SMARTCRM.Offline

    • All CRM data handy on the go?
    • Talking through the open offers with the customer while visiting?
    • 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.AppSMARTCRM.App
    SMARTCRM.App

    SMARTCRM.App

    • Customer visit over? Record the important agreements immediately in the CRM?
    • And send a task regarding the offer directly to the colleague?
    • Has he time tomorrow to clarify the details?
    • And all this using your smartphone, regardless whether Android or iOS?

    SMARTCRM.App is your practical CRM on the go. Reach for important CRM data online at any time.

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  • SMARTCRM.WebSMARTCRM.Web
    SMARTCRM.Web

    SMARTCRM.Web

    • Accessing customer information over the browser?
    • Retrieve the current statistics figures online?
    • Creating appointments and tasks over the Web and send them directly to the colleagues?

    SMARTCRM.Web is your practical CRM on the go.

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  • SMARTCRM.GeoMapSMARTCRM.GeoMap
    SMARTCRM.GeoMap

    SMARTCRM.GeoMap

    • On the road and time left for a spontaneous visit? Perhaps with a prospective customer who has an open quotation? Who is nearby?
    • After three months, stopping by customers with declining sales? How do you optimize your driving route? See the route on a map?
    • And how to integrate the new customers in the existing sales tours?

    SMARTCRM.GeoMap shows you the direct path to customers.

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  • SMARTCRM.PlanningSMARTCRM.Planning
    SMARTCRM.Planning

    SMARTCRM.Planning

    • Annual planning depending on territories? Key accounts? Or individual customers?
    • And also considering the seasonal curves?
    • Should there be any 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.ScannerSMARTCRM.Scanner
    SMARTCRM.Scanner

    SMARTCRM.Scanner

    • Push business cards straight into the CRM?
    • With minimal effort?
    • During the fair?
    • And without internet connection?

    With SMARTCRM.Scanner, you save yourself from the cumbersome typing.

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  • SMARTCRM.Exchange.SyncSMARTCRM.Exchange.Sync
    SMARTCRM.Exchange.Sync

    SMARTCRM.Exchange.Sync

    • Keeping track – not only of your own appointments but also of the ones of your team colleagues?
    • And what did the colleague representing you agree with the customer?
    • Is there anything written on this topic? An e-mail perhaps – and not only in the Outlook of the colleague but also centrally in the CRM?
    • And everything, without having to worry about how the data end up in Outlook and in the CRM – because everything runs automatically?

    With SMARTCRM.Exchange.Sync you are still in control of your appointments while on the go.

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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.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.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?
    • After the repair, immediately creating the maintenance report?

    SMARTCRM.Machines is our support for your service department.

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  • SMARTCRM.TicketSMARTCRM.Ticket
    SMARTCRM.Ticket

    SMARTCRM.Ticket

    • Quickly finding real solutions for 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.FAQSMARTCRM.FAQ
    SMARTCRM.FAQ

    SMARTCRM.FAQ

    • Always the corresponding solution for a customer problem?
    • Whipping up enthusiasm in your customers with quick help?
    • Sharing your solutions with colleagues?

    This works! With SMARTCRM.FAQ, your company-wide knowledge database.

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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 customer in your territory?
    • What products, that he has not been using yet, can you offer him?
    • 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.ERPSMARTCRM.ERP
    SMARTCRM.ERP

    SMARTCRM.ERP

    • Here, CRM with customer information, there, ERP with figures and products – is there an easier way?
    • Everything important in one system? A centralized access for all colleagues?
    • Connecting ERP and CRM hassle-free? Best with a “finished” 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. 98% of our customers use the interface between SMARTCRM and their ERP solution. Do the same and rely on our interface competence.

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Connection to the ERP system

STOPA relies on the interface between SMARTCRM and abas ERP

Connection between SMARTCRM and Inxmail

STOPA benefits in marketing from the interface between SMARTCRM and Inxmail Professional.

Inxmail Professional

Module

SMARTCRM and Inxmail professional ensure efficient e-mail marketing. Minimize your distribution losses and easily send personalized mailings.

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