High performance sales work thanks to centralized information access

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.