Standard CRM connection to SAP Business One wins over tape manufacturer

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.