Becker Putztextilien GmbH:
- Production, distribution, rental and disposal of cleaning textiles
SMARTCRM at Becker Putztextilien:
- CRM replacement
- Connection to the ERP system rona:office
- Deployment in sales and distribution
Requirements and project goals:
- Interface to rona:office
- User-friendly quotation preparation
- Improved field integration
Becker Putztextilien GmbH has opted to use our CRM solution in sales and distribution. The previously used CRM system has been discontinued by the provider and therefore, the cleaning textiles manufacturer was looking for a replacement. During the decision process, we scored with the great consulting provided by our sales team and impressed as a CRM manufacturer since the company was looking for a partner at eye-level. Development, customer care and hotline all from one source – that also was key for Becker Putztextilien.
An important goal of the implementation is the optimization of quotation writing which used to be done in the previous CRM system or per hand in Microsoft Word. The so-called quick quotations simplify from now on their creation by the sales staff. In addition, templates in the corporate design are stored in SMARTCRM. The products are transferred from the ERP system rona:office deployed at Becker’s which we have connected to our CRM solution over an interface. In addition, SMARTCRM already provides an interface to Microsoft Office within the standard. This allows the sales staff to generate an offer into which the descriptions of the selected products including option al pictures as well as prices are automatically inserted at the press of a button.
Using the interface to rona:office, the figures from the ERP system are also transferred and evaluated in various BI analyses. This means, for instance, that sales staff are always informed about a customer’s sales trends or comparisons with previous year, as this information can be called up directly from the customer file.
From now on, the sales force can take advantage of this. Before a customer visit, the area search, integrated in the CRM system, helps with planning. It shows employees all other address of interest in the vicinity of the customer to be visited. With a single click, these can be transferred to Bing Maps, where the optimal itinerary can be determined. When on the road, the offline capability of our CRM solution enables access to the entire CRM database via notebook even without Internet connection. Once the Internet connection is available again, the notebook version is synchronized with the main installation and the data is automatically updated in both systems. Another access option is the SMARTCRM.App which helps the field force to access all important customer information online on their smartphones. Visit reports can thus be recorded in the CRM system directly after the visit, e.g. via speech recognition.