SMARTCRM and ams.ERP

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The ERP interface for manufacturing companies

A strong combination for manufacturing companies: SMARTCRM and ams.ERP. The ERP data are indeed imported into the CRM system via the interface SMARTCRM.ERP.ams and are analyzed there on different levels. With more than 100 possible evaluations, the appropriate analyses for your company’s optimal sales control are also included.

The interface that adapts

Needless to say, the principle of “custom-made suit yet ready-to-wear” applies to SMARTCRM.ERP. The standard interface to ams.ERP offers many possibilities for data exchange between CRM and ERP systems and can be adapted and expanded according to your needs.

This way, you can exactly select the data you want to see in SMARTCRM from the following options:

  • 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
  • Orders, order confirmation, outstanding invoices

Upon request, the following data may also be provided to ams.ERP:

  • Customers, suppliers, prospective customers
  • Contacts
  • Quotation items
  • Order items
  • Visit reports
  • Machines
  • DMS documents

SMARTCRM.ERP.ams used by our customers

Assessing for instance only the time that our employees needed for the search and the preparation of information in the past, one recognizes how SMARTCRM has strongly optimized our sales processes. Now one opens the customer file and all information is available at a glance. Especially for the field service, which is not always on site, it is fundamentally important to inform yourself about the latest activities before a customer visit.

Regina Volz, Customer care / sales at H+K Härte- und Oberflächentechnik GmbH + Co. KG
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