SMARTCRM and proALPHA

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Two systems, a panoramic view

The interface between SMARTCRM and proALPHA connects numerous information in one system. This forms the foundation for a complete overview in all customer-related processes. So, the field service and the back office are kept informed at all times.

SMARTCRM.proALPHA is the basis for a full panoramic view of customer and planning relevant topics.

 

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 proALPHA 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 data transfer of the following information to proALPHA ERP is possible:

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

SMARTCRM.ERP.proALPHA used by customers

The attendance of the master data maintenance and their quality have been clearly improved, the processes have become significantly more transparent and more comprehensible thanks to the personal information manager and the activity overview. This is a major step forward for us.

Maximilian Fritsch, Executive assistant at Fritsch GmbH
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