SMARTCRM and PSIpenta

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Bundling CRM and ERP advantages

Our interface between SMARTCRM and PSIpenta connects many information categories needed on both sides: information about customers and products, current sales figures or quotations. The data transfer from PSIpenta to SMARTCRM is run on a regular basis via ODBC access.

The data flow functions also in the other direction: so information from SMARTCRM can be rewritten in PSIpenta.

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 psiPENTA 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 PSIpenta is possible:

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

SMARTCRM.ERP.PSIpenta used by customers

Thanks to SMARTCRM, we could simplify and accelerate our customer-related processes, so that today we work with a greater customer focus. When processes need to be optimized or adjusted, our CRM partner, SMARTCRM, carries them out easily and without delay.

Rüdiger Englert, CRM Project Manager at Eaton Technologies GmbH
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