Knowledge

Vacation, illness, parental leave: regardless of why a colleague is not at work: if important tasks should not be left behind, a team member must take over as a substitute. In all customer-oriented departments, this means quickly familiarizing yourself with the acquired customers and prospects. With SMARTCRM and the SMARTCRM.Organizer you don’t have to worry about that.

Given the situation, home office is on everyone’s lips. Are you working from home right now and painfully missing all information concerning customers and prospective customers that you have handy when at the office? Then learn how our CRM system can support you in home office. With no less than three modules, we ensure that you can access all important customer data, tasks and internal information.

Learn about how our customers benefit from the multi-client capability of our CRM solution using SMARTCRM.ERP and how SMARTCRM guarantees the continuity of the history of the ERP legacy data even after the ERP replacement. Read also how SMARTCRM.ERP supports the purchasing staff in their SRM processes.

98% of our customers rely on the interaction of ERP and CRM systems – and use therefore SMARTCRM.ERP, the connection of our CRM solution to the implemented ERP software.  We offer a standard interface to many ERP systems that can be quickly and easily set up. Learn more about how our customers use the connection of SMARTCRM and ERP solution for optimal quotation preparation and tracking.

For one of our customers, we have customized functions to meet their requirements, which enable their sales and marketing staffs an extensive review of the fairs at which the company is represented as an exhibitor. Learn how SMARTCRM supports the customer.

Soon the trade fair season starts again – and once again many companies are confronted with the question: how can we easily transfer all contact information collected at the trade fair into the CRM system? With SMARTCRM, no need to type all business cards! All contact data are recorded in the CRM system using SMARTCRM.App in no time!

As the start screen of our CRM solution, the SMART Board is its core. Numerous overviews and diagrams providing all important information for the day are displayed on it and therefore consultable right at the start of or during the day. Since each user needs different information for their processes, everyone can compile their own individual SMART Board.

15 September 2018 was an important deadline for our customers belonging to the automotive supplier industry, since the new standard IATF 16949:2016 took effect. In order to provide the greatest possible support to employees, all requirements for quality management in the IATF standard have been implemented in SMARTCRM.

Learn how SMARTCRM supports you by transposing diverse sales strategies and let you reproduce them easily in the CRM system – by way of example of the Miller-Heiman methodology, the BANT methodology as well as the portfolio analysis.