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 and proALPHA
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 positions, quotation pdf, automated tasks to follow up with quotation threshold
- Incoming order positions
- Order back log positions
- Invoice positions, contribution margin per position
- Open items
- Planning
- Projects
- Machines
- Features
- Complaints
- Value tables
- Discount prices
- Targets
- Orders, order confirmation, open invoices
Upon request, the data transfer of the following information to proALPHA ERP is possible:
- Customers, suppliers, prospective customers
- Contacts
- Quotation positions
- Order positions
- 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
