26.05.2020

SMARTCRM scores again with abas expertise and standard interface

The sales department at CFM Schiller GmbH relies on CRM support

CFM Schiller GmbH:

Supplier of vibration-isolated systems and test rig technology systems

SMARTCRM at CFM Schiller:

CRM first implementation
30 licenses
Used by sales field and back office staff, management

Requirements and project goals:

Bi-directional standard interface to abas ERP
BI evaluations of the imported figures
Panoramic view on projects and purchased systems
Improved internal and external communication
Optimal integration of the locations

Once again, an abas customer, CFM Schiller, opted to implement our CRM solution in order to bundle the advantages of both ERP and CRM. Since 1978, CFM Schiller has been developing and manufacturing test rig components and the entire mechanisms for static and dynamic test rig. With more than 40 years’ experience and internationally represented, the company, with headquarters in Roetgen, Germany, is the expert partner for standard solutions as well as for custom-designed individual solutions.

When looking for a suitable CRM system, the decision for SMARTCRM rested on our extensive abas know-how. In 20 years cooperation partnership with the abas Software GmbH, we have further developed our expertise in the ERP field. Thanks to a pre-configured, individually adjustable standard interface, our CRM system can be smoothly connected to abas ERP. This also convinced CFM Schiller, where in the future, quotations including positions as well as figures such as sales revenues, incoming orders or order backlog positions will be transferred from abas ERP to SMARTCRM. The bi-directionality of the interface also enables the transfer of data in the opposite direction.

Another goal of the CRM introduction is the optimization of project management. Up to now, a complete overview was not enabled – this is set to change with SMARTCRM. Indeed, the electronic project file reunites all related pieces of information: the addresses and contacts involved, the quotations transferred from abas ERP as well as the entire communication history. There, CFM Schiller has been particularly impressed by the automatic import of e-mails from Microsoft Outlook. In addition, SMARTCRM provides up-to-date forecast analyses to the staff at the press of a button that used to be laboriously managed in Microsoft Excel before. Even the previously purchased systems will be managed in SMARTCRM in the near future and linked to the corresponding project file.

Before the CRM introduction, international subsidiaries were not optimally integrated to the internal communication process. Due to local data storage, e.g. in Microsoft Outlook, employees did not have access to all information. Thanks to SMARTCRM and its English user interface, all CRM data will be available at all locations and at all times in the future, thus improving internal and external communication.

CFM Schiller has been developing and manufacturing test rig components and entire mechanisms for ambitious static and dynamic test rig systems since 1978. The scope of applications ranges from the energy sector to automotive, railway and aircraft industries to high-precision equipment for laboratories. Extensive experience and state-of-the-art engineering systems allow the company to design the best possible products in terms of technology, use and costs and to manufacture and commission them in-house.

LINK TO WEBSITE

SMARTCRM.Projects
SMARTCRM.Projects
- Creating quotations in a few clicks and keeping track of all of them for follow-ups?
- How high are the chances of success?
- What is the current project forecast?
- Who plays which role in the project and which arguments could convince the decision-makers?
With SMARTCRM.Projects, you know exactly in each phase of your sales project you need to start.

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SMARTCRM.Inxmail
SMARTCRM.Inxmail
By using SMARTCRM and Inxmail professional you automate your mailing processes. Indeed, a central database, extensive selection options, a complete documentation and a professional e-mail marketing solution all meet here.

Define your target group at any time, minimize the waste coverage and easily send personalized mailings and newsletter.

SMARTCRM and Inxmail support you with a wide range of data protection, tracking and double opt-in features for GDPR compliant e-mail marketing.
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SMARTCRM.DMS

SMARTCRM.DMS

SMARTCRM already has an integrated document management system offering you numerous possibilities.

This allows you to trigger different processes to edit, produce or manage documents directly from the CRM workflow.

In addition, SMARTCRM can also be connected to third party document management systems.

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SMARTCRM.ERP
SMARTCRM.ERP
- All important data in one system?
- A centralized access for all colleagues?
- Connecting ERP and CRM hassle-free?
- Best with a ready-to-use interface, which can be quickly and easily set up as a standard solution?
With SMARTCRM.ERP, all customer-related ERP information can be found directly in SMARTCRM.

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SMARTCRM.Exchange.Sync
SMARTCRM.Exchange.Sync
- Keeping track – not only of your own e-mails, activities and appointments but also of those of your team colleagues?
- Gathering all information centrally in the CRM
- And this, without having to worry about how the data end up there?
Central instead of local: so easily SMARTCRM cares for the synchronization of your communication and contact data between the CRM solution and Outlook through Exchange Sync.

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SMARTCRM.Web
SMARTCRM.Web
- Accessing customer information over the browser?
- Calling online the current statistics figures?
- Creating appointments and tasks over the Web and sending them directly to the colleagues?
SMARTCRM.Web is your practical CRM on the go.

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- SMARTCRM.Sales
  SMARTCRM.Sales
  
  Checking the current sales development before the annual evaluation meeting?
  
  And comparing the sales trend of the top customers in your territory?
  
  Which products they have not been using can you offer them?
  
  Where can you see potential which are not yet used?
  
  SMARTCRM.Sales shows you the answers since this is the CRM with your figures.
  
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- SMARTCRM.Planning
  SMARTCRM.Planning
  
  Annual planning based on territories? Key accounts? Or individual customers?
  
  And even considering the seasonal curves?
  
  Should there be plan deviations, how quickly can you react and adjust the projected figures?
  
  SMARTCRM.Planning offers you the long-term vision without losing sight of the latest developments.
  
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SMARTCRM.Basis
SMARTCRM.Basis
- A colleague is sick? What has been discussed with the customer?
- Has the quotation already been sent? Should you do a follow up?
- When is the next agreed visit?
SMARTCRM.Basis can tell you: what, when, with whom and with what result – centrally available in the CRM system for all employees and traceable even years after.

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- SMARTCRM.App
  SMARTCRM.App
  
  On your way back from a customer? The most important agreements immediately into the CRM?
  
  And at the same time send a task to a colleague because of the offer?
  
  Does he have time to clarify the details tomorrow?
  
  And the whole thing using any mobile device, whether Android or iOS?
  
  SMARTCRM.App is your practical CRM on the go. Access important CRM data online at any time.
  
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- SMARTCRM.Offline
  SMARTCRM.Offline
  
  On the go and all CRM data accessible ?
  
  Discussing the open quotations while at a customer site?
  
  Writing a service report right after a maintenance appointment?
  
  And all this without internet connection?
  
  With SMARTCRM.Offline, you always have your CRM with you – wherever you are.
  
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SMARTCRM.Targets
SMARTCRM.Targets
- Targets defined – and now?
- How close are you to your target agreements?
- How close is your team? And the whole company?
- Are there any indications that you cannot achieve your goals? How can you react?
With SMARTCRM.Targets, you keep the target in mind.

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SMARTCRM.GeoMap
SMARTCRM.GeoMap
- On the road and time for a spontaneous visit? A prospective customer with an open quotation perhaps? Who is currently nearby?
- Back to the customers with declining purchasing volumes after three months? How do you get there? Look at the trip on a map?
- And how do you integrate new customers into existing sales tours?
SMARTCRM shows you the direct path to customers.

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SMARTCRM.TourPlanning
SMARTCRM.TourPlanning
Is the next weekly planning for the sales or service staff pending?

Which customers should be visited on the tour?

Which appointments have been already made?

To which tour can you combine them with?

Schedule your tours with SMARTCRM at the blink of an eye: save time with visit suggestions, calendar entries and predefined visit reports.
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SMARTCRM.Ticket
SMARTCRM.Ticket
- Finding real solutions quickly when a customer calls?
- Creating service cases and directly informing the relevant colleagues?
- Coordinating and monitoring service appointments?
- Early detection that several customers have already reported the same error?
With SMARTCRM.Ticket, complaints become an opportunity to whip up enthusiasm in your customers.

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SMARTCRM.Machines
SMARTCRM.Machines
- Which machines has the customer in use?
- When does the warranty expire and how long is the service contract?
- When is the next maintenance work?
- And at the customers’ premises? All urgently needed device information at hand?
- Directly organizing a spare part delivery?
- Creating the maintenance report immediately after the repair?
SMARTCRM.Machines is our support for your service department.

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SMARTCRM.Competition
SMARTCRM.Competition
- How is your market situation? Who are your direct competitors?
- Which customers work with the competitor?
- Which competitive products are in use?
- What are the strengths of your products compared to the competition?
With SMARTCRM.Competition, you keep an eye on your competitors and always find the right arguments for successful sales work.

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