CRM data power for profile professionals

GARGIULO GmbH relies on customized CRM solution SMARTCRM


  • Production of plastic profiles


  • Initial CRM implementation
  • Connection to the ERP system Microsoft Dynamics 365 Business Central
  • Deployment in field sales, internal sales and management

Requirements and project goals:

  • Transparent internal and external communication
  • 360-degree view of customers
  • Interface to Microsoft Dynamics 365 Business Central
  • Easy interface adaptation when migrating the ERP system to the cloud
  • Wide range of BI evaluations
  • Digital trade fair lead capture via mobile CRM app
  • Comprehensive project management

We are very pleased to welcome GARGIULO GmbH as a new customer at SMARTCRM.

As one of the leading profile manufacturers, the company has over 170 employees and 60 production lines in five plants.

The possible introduction of a CRM solution was already a topic of discussion in the company when chance struck: At a trade fair, they met DEFLEX®-Dichtsysteme GmbH, a supplier of GARGIULO – and were impressed by their knowledge of current orders and orders from GARGIULO. The DEFLEX team was able to view this data directly in the SMARTCRM.App at the trade fair stand. Water on the mills of GARGIULO. In the further CRM selection process, the decision was made in favor of SMARTCRM, as no other solution could fully convince the company and cover all requirements. The fact that, in addition to DEFLEX, other suppliers and customers of the profile manufacturer successfully rely on our CRM solution was also a big plus.

Until now, the sales processes at GARGIULO were hampered by the time-consuming procurement of information and the associated lack of transparency. Due to local data storage of Microsoft Excel files as well as e-mails or document storage in paper form, information had to be requested from the team in a time-consuming process and, in the worst case, was even lost. This will change fundamentally with SMARTCRM, as the software solution enables central storage of all customer-related information, a virtually paperless office and the automation of numerous work steps – and ultimately digitized, transparent and structured processes.

The company is already using Microsoft Dynamics 365 Business Central. We connect the ERP system to SMARTCRM via an interface, which is used to automatically transfer customer-related information to the CRM solution. This includes, for example, customer, supplier and contact person data, product/article groups and articles as well as the figures – sales, order backlog items and open items. In a second step, the interface is to be set up bidirectionally and information from SMARTCRM is to be transferred to the ERP solution.

With the evaluation of the transferred ERP figures, SMARTCRM ensures an important requirement: the provision of detailed sales analyses in the CRM system. In this way, the sales team always has an up-to-date overview of who has ordered and paid for which products and when, can derive trend developments and potentials and plan sales steps at an early stage – the optimal basis for well-founded sales management. SMARTCRM also offers the option of displaying diagrams and overviews – for example of the open items and turnover that are important for GARGIULO – directly on the start screen.

One of the most important goals of the CRM application is the digital capture of leads at trade fairs and the provision of important CRM information on smartphones. This is implemented using the SMARTCRM.App, which is used to photograph business cards. The app automatically enters the contact details on the card into the corresponding fields in the CRM file. At the same time, further information about the trade fair meeting can be documented and tasks can be sent. This saves the sales team the tedious task of processing stacks of business cards and lead sheets in paper form after the trade fair. Instead, time and effort are minimized and the information is also available to the back office for further processing in a timely manner.

Of course, the SMARTCRM. App not only provides support at trade fairs, but is also the practical “CRM in your pocket” for management and the sales team. If information is needed quickly, e.g. about agreements or sales, a glance at the app is now all it takes.

The company will also benefit from the CRM functions when managing its projects. Each project is created in a separate file and documented in every phase from the inquiry to completion. In Step 2, the quotations from the ERP system will be imported into the project file or the quotation creation will be used directly in SMARTCRM. All participants and activities are already bundled in the file. For a complete history, emails from Microsoft Outlook are imported into the corresponding customer or project file via Microsoft Exchange. Appointments and contact persons can also be synchronized between Microsoft Outlook and SMARTCRM. And the CRM system displays the most important information about the contact person directly in Outlook.

In future, our CRM solution will also support the purchasing department. To this end, suppliers are imported from Microsoft Dynamics 365 Business Central and all information is stored in a supplier file. Extensive classifications and the complete communication history round off the 360-degree view for purchasing.

The customer

With our hearts always in it, always on the move, always in search of the perfect solution: GARGIULO has been unmistakable for over 30 years. Anyone who has ever visited us can confirm this. We believe that honest work pays off, we always remain curious – and we set the highest standards for ourselves and our work.

This has enabled us to grow into one of the leading profile manufacturers under our own steam. With a total area of over 70,000 m², we have sufficient space for 60 production lines, as well as for the storage, commissioning and development of PVC-U profiles and can not only hold our own in a highly competitive market, but also stand out: Thanks to our experience and permanent, consistent development work in window system production, there is no way around GARGIULO when it comes to profiles.

From the raw material to the finished product – we master the entire value chain and provide our customers with convenient and intelligent solutions in-house. Quite unbureaucratically, of course. Whether plastic profiles, composite profiles or foams – we offer our customers the entire product range from a single source and just-in-time.

In addition, our in-house development and design department and our toolmaking department make us the perfect development partner for specific requirements and unusual projects. Because we always want to achieve more – and are passionate about new things. We can only do 100%. This and our size make us the safe choice for every project.

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

Gargiulo relies on the standard interface between CRM and Microsoft Dynamics 365 Business Central: