High performance sales work thanks to centralized information access

Schubert & Salzer Feinguß Lobenstein GmbH opts to use SMARTCRM

Schubert & Salzer Feinguß Lobenstein GmbH:

  • Investment casting

SMARTCRM at Schubert & Salzer:

  • CRM introduction
  • 16 licenses
  • Interface to the ERP system dataSystems
  • Deployment in field and office sales

Requirements and project goals:

  • Central bundling of all customer-related information in one system
  • Connection to the ERP system dataSystems
  • Interface to the DMS solution PROXESS
  • Optimized internal communication between field and back office employees
  • Improved access to information of the field staff

From now on, sales employees of the Schubert & Salzer Feinguß Lobenstein GmbH rely on our CRM solution SMARTCRM. Schubert & Salzer Feinguß Lobenstein GmbH is one of the oldest German investment casting manufacturers and employs approximately 240 people. The company has decided to introduce a CRM system to optimize the communication between field and office staff as well as to eliminate all isolated solutions. Indeed, previously, the sales employees used their own locally stored Excel spreadsheets to track quotations. This meant that there was no central pool of information that all sales employees could access – but there was a risk that information could get lost. Thanks to SMARTCRM, isolated solutions as well as local storage belong to the past.

When it came to the CRM decision, the choice fell very quickly on SMARTCRM. In addition to the software, our outstanding consulting and our cooperation partnership with PROXESS GmbH were also key. Schubert & Salzer Feinguß Lobenstein GmbH already successfully uses their DMS solution PROXESS, to which we offer a standard interface. In the future, this will enable employees to call up documents stored in the DMS system directly in SMARTCRM or, conversely, to transfer files stored in the CRM system to PROXESS at the push of a button.

In addition, Schubert & Salzer uses the software dataSystems, an ERP system manufactured and distributed by their subsidiary Schubert & Salzer Data GmbH, which is also connected to SMARTCRM. Customers, products, quotations, contracts as well as turnover positions are taken over from dataSystem via this interface. SMARTCRM will provide the figures in a variety of BI analyses. Quotation follow-up will also be optimized since the quotations will be stored as PDF files including positions within the respective customer file. Overviews of due offers as well as reminders and follow-up tasks provide the ideal overview at any time. In future, sales staff will also save time and effort when preparing visits. All communication with a customer is centrally bundled in the customer file. For example, e-mails from Outlook are transferred to the CRM system via Microsoft Exchange. This means that a glance at the customer file is all what it takes for sales staff to be informed about agreements between colleagues and the customer – even if a customer is active at several locations. The mapping of hierarchies and relationships offers a particular advantage here for Schubert & Salzer Feinguß Lobenstein GmbH. Even with blanket orders, employees stay up to date, because SMARTCRM always shows them the latest information about what the customer has already called off.

Field staff will also have all this information available on various mobile devices when on the go. They can access the entire CRM database offline using their notebooks. The SMARTCRM.App, in turn, enables online access to all important information via Android or iOS device.

The customer

Schubert & Salzer Feinguß Lobenstein GmbH is one of the oldest German investment casting manufacturers. The individual applications of the customers determine the product. As the second industrial user of investment casting in Germany, the company can point to many years of expertise. It was founded in 1964 at the Bad Lobenstein site – as the first new casting in the former GDR. Today, the company employs around 240 people and is part of the long-established Schubert & Salzer group, which celebrated its 135th anniversary in 2018.

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

Schubert & Salzer Feinguß Lobenstein GmbH relies on the interface to dataSystems …

The DMS interface

… as well as to PROXESS: