ZIMM Maschinenelemente GmbH & Co. KG

Since 2011, the sales staff of ZIMM Maschinenelemente GmbH + Co KG has been working with SMARTCRM. Goal of the implementation was the elimination of multiple isolated solutions in favor of a central CRM system that can always be accessed to by all employees. Moreover, the task assignments between field service and back office should be more flexible and the possible loss of information excluded. SMARTCRM usability and SRM functionality, ensuring the overview of all supplier information, were key in the decision-making process. Moreover, ZIMM saw the modular design as a great advantage, since, with its flexibility, they could start with a basic system and expand it as needed with additional modules.


  • Higher usability and flexibility of the system
  • Bidirectional standard interface to abas ERP
  • Data transfer from AS 400
  • Extensive evaluation possibilities also of the purchasing figures
  • Supplier management directly in the CRM system

Interface to abas ERP
Besides SMARTCRM, ZIMM relies on abas ERP. As a long-time cooperation partner of the abas Software AG, the CRM manufacturer was able to offer a standard interface to the ERP software and therefore able to keep the configuration costs low. The CRM system imports quotation, product, customer, prospective customer and supplier data as well as figure material such as incoming orders, order backlog and open items over the bi-directional interface. Sales data, for instance such as outstanding orders, should also be taken over. Since SMARTCRM is the primary system when adding a new address, this will be transferred to abas ERP over the interface. A duplicate check helps to prevent double data records while adding an address.

Project goals

  • Elimination of multiple isolated solutions in favor of a central CRM system
  • Possible access for all employees at any time
  • Flexible task assignment between field service and back office
  • Prevention of possible loss of information

Optimized Sales Processes
SMARTCRM supports the sales processes at ZIMM in many ways. Thus, the employees use the CRM software, among others, to track the quotations. These are attached to the corresponding project file. Hereby, the complete overview of all quotation versions as well as the relevant communication – e-mails, phone calls, etc. – with the customer is guaranteed at any time. Likewise, further corresponding documents and procurement data are stored in SMARTCRM. This complete document and activity history is key in case of substitution, since all colleagues can get informed about the current stand of a project and the activities with a customer at the press of a button. The field service staff, which has access to all customer information, uses SMARTCRM for travel planning. Thereby the area search helps you directly in the CRM system.

SRM in the CRM System
ZIMM centrally manages and classifies, using the features, current and potential prospective suppliers in SMARTCRM. The complete communication, i.e. requests to suppliers and received quotations are documented in the CRM system and are therefore traceable.

Extensive Evaluations
SMARTCRM provides the figures of abas ERP in extensive evaluations for the management, sales and purchasing, such as territory turnover, year-on-year comparison or SRM analyses. The affiliated companies ZIMM Maschinenelemente and ZIMM Solar were created as two clients and can be evaluated separately. Before the CRM implementation, the analyses had to be elaborately differentiated, the current figures of both companies are accessible both individually or cumulated in SMARTCRM.

Integration of a Call Center
ZIMM uses intensively SMARTCRM for its marketing campaigns and the sending of personalized serial e-mails or mailing. Features and numerous selection possibilities in the CRM system enable the definition of detailed target groups. Thus, sales actions are much better targeted and performed. The mailing can also be directly prepared and sent from SMARTCRM. On the other hand, the back office staff is informed, through SMARTCRM, on which topic which customer has been contacted. If a customer calls after receiving such a mailing, the employee immediately knows the subject matter and can competently and rapidly advise him.

ZIMM is really satisfied with the partner-like contact and the competent care of the SMARTCRM GmbH. The company was looking for a CRM manufacturer at eye-level. As a medium-sized company, SMARTCRM could fully comply with this requirement. Before the CRM implementation, ZIMM worked mainly with numerous hand-made Microsoft Excel spreadsheets, for example, master data collections, travel planning und calculations as well as queries. SMARTCRM automated many processes, bundled data for central access and ensured a sustained reduction of the costs. In the near future, ZIMM wishes to rely more on internal training, so that SMARTCRM can support new employees in their tasks as quickly as possible.


The SMARTCRM GmbH offers us competent care and a partnership contact. As a midsize company, the CRM manufacturer is for us a company at eye-level and true-to-word.

Elke Lun, QML / ERP Project Manager at ZIMM Maschinenelemente GmbH + Co KG

Implemented modules

  • SMARTCRM.ProjectsSMARTCRM.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.

  • SMARTCRM.InxmailSMARTCRM.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.



    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.



    • 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. 

  • SMARTCRM.Exchange.SyncSMARTCRM.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.



    • 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.



      • 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.

    • SMARTCRM.PlanningSMARTCRM.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.



    • 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?

    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.



      • 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.

    • SMARTCRM.OfflineSMARTCRM.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.

  • SMARTCRM.TargetsSMARTCRM.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.



    • 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.

  • SMARTCRM.TourPlanningSMARTCRM.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.



    • 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.

  • SMARTCRM.MachinesSMARTCRM.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.

  • SMARTCRM.CompetitionSMARTCRM.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.


Connection to the ERP system

ZIMM relies on the interface between SMARTCRM and abas ERP: