EPH elektronik relies on SMARTCRM for sales work

From prototypes to series production: CRM support in each project phase

EPH elektronik production and trading company:

  • Manufacturing of electronic components for drive technology

SMARTCRM at EPH elektronik:

  • CRM introduction
  • 11 licenses
  • Used in field and office sales

Requirements and project goals:

  • Interface to SelectLine ERP
  • Convenient project management
  • Complete quotation follow-up
  • Improved field integration

In the future, SMARTCRM will support office and field sales teams of the EPH elektronik. The company, headquartered in Besigheim, Germany, employs approximately 80 employees and manufactures components for drive technology.

Drumag GmbH, a subsidiary of EPH, has been successfully using SMARTCRM for 6 years. Based on this good experience with our CRM solution, EPH has decided to work with us.

An important goal of the CRM introduction is the optimization of the project and quotation management. EPH works closely to its customers to develop high-tech solutions to match their individual requirements. Development projects at EPH go through various phases over a longer period of time. First a prototype is created and only after its approval does the series production begin. Intensive communication with the customer takes place and several quotations variants may be prepared. Without a central bundling of all these processes, calculations and agreements, a quick and up-to-date overview is difficult. This is how SMARTCRM will provide support in the future: with a glance at the project file structured according to phases, employees are kept up-to-date at all times. This is because involved contacts, important documents and all communication are consolidated there. E-mails are automatically imported into the CRM system via Microsoft Exchange and can be viewed in the complete activity history in both the customer and the project file. Quotation documents are also stored as activities. Overviews on the start screen of the CRM solution, the SMART Board, as well as tasks with due dates and reminders enable sales staff to have an up-to-date overview of their open quotations at all times. Forecast evaluations and the display of open or achieved milestones round off the project management.

Another requirement of EPH is the interface between SMARTCRM and the ERP system SelectLine. In the future, SMARTCRM will use this interface to transfer addresses and contacts as well as figures, such as turnover and order backlog items from the ERP solution. The latter will be analyzed in various BI evaluations within the CRM system and made available at different levels at the press of a button – a huge advantage for the field force who previously did not have optimal access while on the road or when working from home. From now on, however, they can use their notebooks to access the complete CRM database offline and thus also information such as the daily sales trend of their customers.

The customer

EPH is a medium-sized company, headquartered in Besigheim, Germany and develops in close cooperation with its customers future-oriented high-tech solutions which can be integrated smoothly and cost-efficiently into existing processes. The production options in system and manufacturing range from component procurement to final testing and packaging according to customer specifications. In enclosure technology, EPH offers customers a range of services from the elaboration and realization of design proposals, the construction of enclosures on modern 3D systems and the production of prototypes. The portfolio in drive technology includes both brushed and brushless DC drive systems in the power range from 20 W to 1 KW. This also includes DC motors, DC gear motors in the power range from 20 W to 1 KW.

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?
    • What field service tours are planned for next week?

    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

EPH elektronik relies on the interface to the ERP system SelectLine.