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

drexel und weiss chooses CRM support for sales and service

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.

The customer

Die drexel und weiss energieeffiziente Haustechniksysteme GmbH ist Anbieter modernster, technologisch hochwertiger Gebäudetechnik für Ein- und Mehrfamilienhäuser, Schul- und Bildungsbauten, Gewerbebauten und Büros, für die Sanierung sowie den Neubau. Intelligente und einfache Lösungen für Lüften, Heizen, Kühlen und Warmwassererzeugung sorgen für hohen Komfort, gesundes Raumklima und wirtschaftlichen, energetisch effizienten wie auch wartungsarmen Betrieb. Die breit angelegte Palette an Lüftungs- und Kompaktgeräten wird am Firmensitz in Wolfurt/Österreich entwickelt und produziert.


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

drexel und weiss relies on the standard interface between SMARTCRM and abas ERP: