Well-thought CRM implementation: SMARTCRM at ERO-Führungen GmbH

CRM and abas connection support sales and purchasing processes

ERO-Führungen GmbH:

  • Guiding systems and lineal technology

SMARTCRM at ERO:

  • CRM introduction
  • Interface to abas ERP
  • Connection to abas DMS
  • Deployed in sales field and in-house as well as in purchasing
  • 10 licenses 

Requirements and project goals:

  • Partner at eye-level: as a mid-sized enterprise for a mid-sized enterprise
  • Central information pool
  • Bidirectional standard interface to abas ERP
  • Extensive up-to-date BI evaluations
  • Standard connection to abas DMS
  • Improved integration of field staff
  • Optimized quotation tracking with resubmissions

We are pleased to welcome another new customer from the abas environment: SMARTCRM will support the processes in sales and purchasing of ERO-Führungen GmbH in the future. The mid-sized company located in Löffingen-Unadingen, Germany, is one of the internationally leading specialists for the design and production of guiding systems and linear technology.

ERO decided to introduce a CRM system since previous data maintenance in Microsoft Excel spreadsheets was very time-consuming and became confusing with the growing amount of data. Instead of local data storage and isolated applications, the new CRM solution was to make all customer-related information available centrally for all employees in one system.

In the CRM selection process, we convinced as an abas cooperation partner with our preconfigured standard connection to abas ERP and our fund of experience. Thus, we were also able to connect our CRM solution to the ERP software at ERO in no time. Via the bidirectional interface, prospects, customers, products, quotations as well as the figures for sales and purchasing are transferred from abas to our CRM solution and in turn new addresses and address type changes are transferred to abas. SMARTCRM prepares the figures such as sales and order backlog items as well as open items in various BI evaluations and makes them available to all employees at any time. This also benefits the field staff, who previously had to make time-consuming inquiries to the office staff for analyses. From now on, they can access the sales trends of their customers, the products sold or their sales area themselves. The entire CRM database is available to them anywhere and at any time on their notebooks – thanks to the offline capability, even if there is no Internet connection.

The recording of target agreements in SMARTCRM will also ensure optimized, targeted sales work. ERO sales staff will then be able to see at any time which targets they have already achieved or even exceeded and where they still need to make adjustments.

A second interface connects the CRM system with abas DMS. Thanks to it, documents can be called up directly from SMARTCRM in the document management system by means of a button. Conversely, files that ERO stores in the CRM solution can also be transferred to abas at the press of a button.

Another requirement in the context of the CRM selection process was the optimization of quotation follow-up, as it was previously not possible to use resubmissions. This changes with SMARTCRM: In the future, all project steps will be documented there in an electronic file. The quotations are imported from abas ERP and automatically stored in the project file including the individual items. Overviews of due quotations as well as resubmissions ensure that the quotations are followed up in a timely manner. Another advantage of the project file is its complete activity history, which includes all communication with the customer. For example, if a customer calls, the CTI function displays the most important customer information as soon as the phone rings. With one click, the sales employee can then create an activity and document the conversation. SMARTCRM automatically imports the corresponding e-mails from Microsoft Outlook via Microsoft Exchange. In addition, visit reports are now recorded directly in SMARTCRM immediately after the customer visit.

In addition to sales, purchasing will also work with SMARTCRM and benefit from the numerous SRM functionalities. The supplier file in the CRM system includes all relevant information, allows for extensive classification and bundles all activities with the supplier. Purchase order and invoice items as well as open invoices are imported from abas ERP and prepared analogously to the sales figures in various evaluations. Thus, SMARTCRM offers a central overview of suppliers and purchasing processes.

The customer

ERO-Führungen GmbH, headquartered in Löffingen-Unadingen, Germany, is a strong partner when it comes to precise movement with maximum efficiency. As one of the world’s leading manufacturers in the field of sliding and roller guides as well as the design of special machinery, the company develops customized solutions for a wide range of applications and industries. The family-run company was founded in 1963 as a “mechanical workshop” and is today the specialist for precision in linear technology.

 

 

 

 

LINK TO WEBSITE

The implemented modules

  • SMARTCRM.ProjectsSMARTCRM.Projects
    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.

    more
  • SMARTCRM.InxmailSMARTCRM.Inxmail
    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.

    more
  • SMARTCRM.DMSSMARTCRM.DMS
    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.ERPSMARTCRM.ERP
    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. 

    more
  • SMARTCRM.Exchange.SyncSMARTCRM.Exchange.Sync
    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.WebSMARTCRM.Web
    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.

    more
    • SMARTCRM.SalesSMARTCRM.Sales
      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.

      more
    • SMARTCRM.PlanningSMARTCRM.Planning
      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.

      more
  • SMARTCRM.BasisSMARTCRM.Basis
    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?
    • What field service tours are planned for next week?

    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.

    more
    • SMARTCRM.AppSMARTCRM.App
      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.

      more
    • SMARTCRM.OfflineSMARTCRM.Offline
      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.

      more
  • SMARTCRM.TargetsSMARTCRM.Targets
    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.GeoMapSMARTCRM.GeoMap
    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.

    more
  • SMARTCRM.TourPlanningSMARTCRM.TourPlanning
    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.

    more
  • SMARTCRM.TicketSMARTCRM.Ticket
    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.MachinesSMARTCRM.Machines
    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.CompetitionSMARTCRM.Competition
    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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The ERP interface

ERO-Führungen GmbH relies on the interface to abas: