SMARTCRM scores again with abas standard connection in the Austrian province of Vorarlberg

drexel und weiss GmbH:

• Development and trade of building technology systems

SMARTCRM at drexel und weiss:

• First CRM implementation
• Standard interface to abas ERP
• Used in office and field sales and service
• 25 licenses

Requirements and project goals:

• Connection of the CRM system to abas ERP
• Central bundling of all customer related information for a 360° view
• Optimal project administration and tracking
• Support of service processes, e.g. for service calls
• Improved field service connection

Our customer base from the abas environment is growing and growing: We welcome drexel und weiss energieeffiziente Haustechniksysteme GmbH.

Based in Wolfurt, Austria, drexel und weiss develops and sells state-of-the-art, technologically advanced building systems for single-family and multi-family homes, schools, and commercial buildings.
Previously, drexel und weiss had not used a CRM solution. But that was about to change in order to optimize its sales processes. Local data storage and isolated solutions, such as storing email communications in individual Outlook accounts, made it impossible to have a 360-degree view of customers across the company. In addition, gathering information was costly and time-consuming. During the examination of suitable CRM providers, we were able to convince the company with our extensive abas know-how – acquired in more than 20 years of cooperation. That’s why we can easily integrate SMARTCRM with abas ERP via a preconfigured, bidirectional standard connection. In addition, drexel und weiss got to know us and our CRM solution in a reference meeting with another SMARTCRM customer in the Austrian province of Vorarlberg. The customer praised the CRM support as well as our competent service and professional support.

The CRM implementation will take place in two phases. In the first step, the sales department will work with SMARTCRM and will be supported, for example, by the CTI connection. The advantage: employees automatically see the contact person’s data on the screen when they call and can jump to the customer file with a click, for example, to quickly find out about previous agreements and document the call. To complete the activity history in the CRM system, e-mails are also automatically transferred from Microsoft Outlook to the corresponding electronic files.

SMARTCRM uses the abas connection to transfer customers, contact persons, article master data as well as sales and order backlog and open items from the ERP system. Vice versa, the CRM solution transfers interested parties and contact persons to abas. The figures can be called up at any time in various evaluations, so that the responsible sales employee can, for example, check at any time what the installer he is responsible for has already purchased, how much turnover has been generated and how the figures compare with those of the previous year – the ideal basis for targeted sales work.

In order to maintain an overview of sales projects at all times, drexel und weiss will manage these in the CRM project file in future. SMARTCRM enables the documentation from the inquiry to the conclusion and bundles all participants, the offers transferred from abas ERP as well as the associated communication history. In this way, the sales team has all important data at a glance, is up-to-date on open projects and can also track completed projects retrospectively.

In the second step, the service department will also benefit from SMARTCRM. This is because drexel und weiss will then manage the devices produced in the CRM software, including the detailed information and respective locations. In addition to the dealers, the end customers will also be created in the CRM for this purpose – making it possible to see who has been supplied with which products by which dealer. Tickets should also be archived in SMARTCRM. This also offers the advantage of a wide range of evaluation options, for example on complaint frequencies and response times. If the service technicians from drexel und weiss need to carry out maintenance or repair work, SMARTCRM supports them with an area search. This allows the team to find other customers in the area where maintenance is due, for example, and visualize them in Bing Maps for route planning. Appointments and resources can also be optimally planned in the CRM system with reminders and due dates. And the CRM information is available to the service technicians in the app or – if required, offline – on their notebooks when they are out and about.