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?
Your ERP and our CRM
Our customers take advantage of the interface between SMARTCRM and their ERP system
of our customers use an interface between SMARTCRM and their ERP solution.
SMARTCRM.ERP is the basis for a uniform view of all customer and planning relevant data, such as:
- Customers, suppliers, prospective customers
- Relationships and hierarchies
- Employees
- Contacts
- Visit reports
- Product, multilingual product text modules, pictures, prices, price lists, product groups, merchandise groups
- Quotation items, quotation pdf, automated tasks to follow up with quotation threshold
- Incoming order items
- Order back log items
- Invoice items, contribution margin per item
- Open items
- Planning
- Projects
- Machines
- Features
- Complaints
- Value tables
- Discount prices
- Targets
- Suppliers, orders, order confirmation, outstanding invoices
- Machines
- Features
- Complaints
- Value tables
- Discount prices
- Targets
- Suppliers, orders, order confirmation, outstanding invoices
In synergy with SMARTCRM.Sales, the management can make targeted decisions based on current figures and plan them on a long-term basis. Numerous evaluations relative to the purchasing behavior of your customers are available to the sales department a click away. Cross-selling approaches can also be identified.
Thanks to SMARTCRM.ERP, you do not need to enter data in the different systems since they are automatically transferred to the correct locations.