01.07.2021

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.

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.

LINK TO WEBSITE

SMARTCRM.Projects
SMARTCRM.Projects
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With SMARTCRM.Projects, you know exactly in each phase of your sales project you need to start.

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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.
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SMARTCRM.DMS

SMARTCRM.DMS

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.

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SMARTCRM.ERP
SMARTCRM.ERP
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- A centralized access for all colleagues?
- Connecting ERP and CRM hassle-free?
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With SMARTCRM.ERP, all customer-related ERP information can be found directly in SMARTCRM.

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SMARTCRM.Exchange.Sync
SMARTCRM.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.

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SMARTCRM.Web
SMARTCRM.Web
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SMARTCRM.Web is your practical CRM on the go.

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  SMARTCRM.Sales
  
  Checking the current sales development before the annual evaluation meeting?
  
  And comparing the sales trend of the top customers in your territory?
  
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  Where can you see potential which are not yet used?
  
  SMARTCRM.Sales shows you the answers since this is the CRM with your figures.
  
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- SMARTCRM.Planning
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  Annual planning based on territories? Key accounts? Or individual customers?
  
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SMARTCRM.Basis
SMARTCRM.Basis
- 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.

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- SMARTCRM.App
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  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?
  
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- SMARTCRM.Offline
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  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.
  
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SMARTCRM.Targets
SMARTCRM.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.

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SMARTCRM.GeoMap
SMARTCRM.GeoMap
- On the road and time for a spontaneous visit? A prospective customer with an open quotation perhaps? Who is currently nearby?
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- And how do you integrate new customers into existing sales tours?
SMARTCRM shows you the direct path to customers.

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SMARTCRM.TourPlanning
SMARTCRM.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.
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SMARTCRM.Ticket
SMARTCRM.Ticket
- Finding real solutions quickly when a customer calls?
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- 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.

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SMARTCRM.Machines
SMARTCRM.Machines
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- When does the warranty expire and how long is the service contract?
- When is the next maintenance work?
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- Directly organizing a spare part delivery?
- Creating the maintenance report immediately after the repair?
SMARTCRM.Machines is our support for your service department.

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SMARTCRM.Competition
- How is your market situation? Who are your direct competitors?
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With SMARTCRM.Competition, you keep an eye on your competitors and always find the right arguments for successful sales work.

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