Standard CRM connection to SAP Business One wins over tape manufacturer

SMARTCRM supports sales processes at monta Klebebandwerk GmbH

monta Klebebandwerk GmbH:

  • Production of self-adhesive tapes with natural rubber adhesive

SMARTCRM at monta:

  • CRM replacement
  • Standard interface to SAP Business One
  • Field and back office deployment
  • Started with 16 licenses, more users planned

Requirements and project goals:

  • Interface to the ERP system SAP Business One
  • Central information pool
  • Various BI reports
  • Annual planning in CRM
  • Improved field service integration

The example of our new customer monta Klebebandwerk GmbH shows how important it is to be able to connect a CRM solution to other systems in use. We welcome the company, one of the world’s leading suppliers of innovative adhesive tapes, to our customer base. monta can look back on more than 50 years of experience in the adhesive tape industry.

The company already had a CRM system and an ERP solution. However, after switching to SAP Business One, it was no longer possible to connect the previous CRM system. Therefore, the company decided to implement a new CRM software. The sales manager had already worked with SMARTCRM at another company and had a very positive experience with the bundling of CRM and ERP data. Our interface expertise with SAP Business One convinced them during the selection process. The sales team is pleased to have CRM support to rely on again.

Through the ERP connection, SMARTCRM imports customers, contacts, product master data, quotations, as well as sales, incoming orders, or order backlog and open items from SAP Business One. The numerical data forms the basis for a wide range of analysis options in the CRM solution. With just a click of the mouse, sales representatives can now view current BI reports at various levels, for example, by customer or product. In this way, developments as well as potentials can be identified and sales work and customer approach can be optimally coordinated. A problem for monta: In the ERP system, only the sales figures of the last few months were available; older figures were only available as Microsoft Excel files. SMARTCRM closed this gap by importing the figures from Excel. Now a complete sales history is available in the CRM system again.

Being able to carry out the annual planning in the CRM system was an important requirement. Up to now, monta managed the planning figures in Microsoft Excel. The data documented there were transferred to SMARTCRM, so that the sales department can now plan directly in the CRM solution, saving time and effort. The company plans for each customer on a product group basis and uses seasonal curves that are mapped in SMARTCRM. The up-to-date comparison of planned and actual figures enables the company to act early and adjust sales processes if necessary.

In addition to the standard portfolio, monta also produces customized adhesive tapes for packaging technology and industrial applications. A particular advantage is that in the future all agreements will be documented centrally in the CRM system. Emails from the local Microsoft Outlook accounts are automatically imported via Microsoft Exchange Sync into the corresponding SMARTCRM customer file and complete the activity history.

All this information is also available to the sales force. They can access important CRM information via the SMARTCRM.App on their smartphone as well as via their notebook – the latter thanks to its offline capability, even when no Internet connection is available. This allows for quick and convenient visit preparation, as well as access to customer data while on the road or at the customer’s site. After the visit, the visit reports are also documented in the CRM system, e.g. via speech recognition with SMARTCRM.App.

The customer

As Germany’s largest manufacturer and one of the world’s leading suppliers of innovative adhesive tapes, monta Klebebandwerk GmbH can look back on more than 50 years of experience in the adhesive tape industry. The company was founded in 1855. With 150 employees, monta produces adhesive tapes based on natural rubber at its production site in Immenstadt.
The company distributes its products through wholesalers and processors worldwide and is known for its excellent quality and comprehensive service. Technological know-how and highly qualified personnel enable the company to meet strict quality standards. The employees are supported by a certified quality (DIN EN ISO 9001), environmental (DIN EN ISO 14001) and energy management system (DIN EN ISO 50001).
The company’s corporate social responsibility strategy includes social, societal and ethical aspects in addition to ecological orientation. In 2023, monta was awarded the silver medal for sustainability by the international rating platform EcoVadis for the third time in a row.





The implemented modules

  • SMARTCRM.ProjectsSMARTCRM.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.

  • SMARTCRM.InxmailSMARTCRM.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.



    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.



    • 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. 

  • SMARTCRM.Exchange.SyncSMARTCRM.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.



    • 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.



      • 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.

    • SMARTCRM.PlanningSMARTCRM.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.



    • 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.



      • 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.

    • SMARTCRM.OfflineSMARTCRM.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.

  • SMARTCRM.TargetsSMARTCRM.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.



    • 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.

  • SMARTCRM.TourPlanningSMARTCRM.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.



    • 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.

  • SMARTCRM.MachinesSMARTCRM.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.

  • SMARTCRM.CompetitionSMARTCRM.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.


The ERP interface

monta relies on the standard interface between SMARTCRM and SAP Business One: