SMARTCRM continues to expand its abas customer basis

CRM support for the sales department of Unnapur GmbH

Unnapur GmbH:

  • Manufacturer of technical molded parts made of polyurethane

SMARTCRM at Unnapur:

  • CRM introduction
  • Bidirectional interface to abas ERP
  • Standard connection to PROXESS DMS
  • Deployed in sales
  • 12 licenses

Requirements and project goals:

  • Central database
  • Complete activity history
  • Standard interface to abas ERP and PROXESS DMS
  • CTI function for phone calls

Once again, our interface expertise as well as the standard connection to abas ERP were key in the decision: Unnapur decided to implement SMARTCRM. The company, headquartered in Unna, Germany, has been producing technical parts made of polyurethane, for instance, for cash register systems, medical technology or plant engineering.

Previously, sales staff used Microsoft Excel lists to document conversations and visits with customers as well as with prospective customers. This meant that there were neither a central database nor a direct data flow. If sales representatives wanted to find out the current status of a customer, they had to pick up the phone and ask colleagues for information. This laborious and time-consuming data procurement and documentation should belong to the past with the introduction of the CRM system. Indeed, SMARTCRM bundles all customer-related information in a central database which all sales employees can access at any time and gain a current overview. Our CRM system offers Unnapur the optimal base for efficient and targeted sales processes.

Unnapur already uses abas ERP and PROXESS DMS. We offer standard interfaces to both systems, which helped us score in the CRM selection process. The connection to abas is bidirectional, so that customers, suppliers and contacts can be transferred in both directions. In addition, SMARTCRM imports the quotations from the ERP solution and stores them, including the individual items and a PDF document, as an activity in the corresponding customer file. The complete activity history, which includes, for example, visit reports and phone calls in addition to quotations, is a great advantage for the sales staff, because in the future they will have an overview of the complete communication at all times. For this purpose, e-mails are also imported into the CRM system via Microsoft Exchange from the local Microsoft Outlook accounts.

The standard interface to PROXESS DMS enables the transfer of documents stored in SMARTCRM directly to the document management system at the press of a button. Calling up files archived in PROXESS directly from the CRM solution is possible as well.

In addition, Unnapur takes advantage of the CTI connection. If a customer calls, for instance, SMARTCRM uses the CTI function to indicate who is calling before answering. The employee can go directly with one click to the customer file containing the activity history and is immediately informed about who has discussed what with the caller. The current call is also quickly documented in the CRM system. If the call results in appointments or tasks for team members, these can be created or sent immediately via the SMARTCRM.Organizer.

The customer

For more than 40 years, Unnapur, with headquarters in Unna, Germany, has manufactured high-quality technical parts made of polyurethane (PUR). As a specialist with many years of experience in this field, the company develops, produces and refines customized parts, components or units in high quality and exactly tailored to their customers‘ needs. Today, Unnapur is a team of 80 people shaping production and management of the company in shared responsibility. The certification according to ISO 14001:2015 documents that Unnapur has geared all environmental processes towards sustainability. The certification which is internationally valid and recognized ensures continuous improvements in environmental management. Furthermore, the company strives to work energy efficient and trains its employees in respect of the handling of hazardous substances on a continuous basis.

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

Unnapur relies on the interface to abas ERP: