SMARTCRM supports back office and field service employees in sales management. Thus the CRM software enables an optimal quotation tracking for example. The quotations are imported from abas ERP and automatically linked to the corresponding project and address. Open quotations or forecast evaluations can be accessed with a few clicks. The sales employees write visit reports directly in SMARTCRM. There, they can enter, for instance, the result of a visit, the potential as well as the used competition products. A great advantage for the employees is the central access to these reports – as well as other information stored in SMARTCRM.
In addition, the sales employees are always informed of their target achievement as well as of their customers ‘revenues in SMARTCRM. As Petra Boustany explains the situation before the CRM introduction: “We had a company-specific solution to generate reports. However, the field staff had to request this information to the back office or controlling. SMARTCRM provides them with numerous analyses on their notebooks even on the go.” SMARTCRM imports the figures from abas ERP and processes them in different currencies. The company also reflects the corporate structure of its customers in the CRM system. This is why SMARTCRM displays not only the sales figures of individual customers but also the cumulated values of a chain or a corporate group.
In the future, the marketing will also work with SMARTCRM. The goal is to optimize the internal communication. Thus, the marketing tasks sent through the CRM system would be linked to the corresponding addresses and contacts. Documents such as briefings or animations could also be stored in the digital customer file. Additionally, ADA Cosmetics would like to use SMARTCRM for the generation of market analyses and mailings. The CRM system will then support the employees with the targeted selection of recipients and with the generation and dispatch of mailing or serial e-mails.
