- Specialist dealer of thermosetting plastics
SMARTCRM at PULTEX:
- First CRM implementation
- 10 licenses
- Use in the sales office and field service as well as in management
Requirements and project goals:
- ERP standard interface to Sage
- Project management
- Quotation traceability
- Improved tour planning for the field service
- Management of sold systems
Soon, our CRM system will support PULTEX sales processes in the office and the field service. Since 1991, the German company has specialized in the trade of thermosetting plastics as well as the associated processing systems.
Given that the ERP features alone were insufficient to optimally manage and maintain all customer-related information, PULTEX has decided to introduce a CRM system. Therefore, ERP and CRM advantages will be bundled up from now on. This is made possible by our standard interface over which, for instance, SMARTCRM can import the turnover positions. Our CRM solution will prepare these data using comprehensive BI functionalities. The manifold analyses will be then available on screen to PULTEX management as well as to the sales staff. This way, they will be kept informed at all times about sales figures per product, per territory, comparisons with the previous year or changes in trends in customer sales for example. The extensive right management will allow for detailed allocation of user rights.
While quotations for spare parts will be imported from Sage over the interface and automatically archived in the corresponding customer file, sales employees will in future write their quotations for processing systems directly in SMARTCRM. Templates in corporate design as well as illustrated text modules save time and efforts.
The created quotations will be saved in the corresponding project file. This shows at a glance the entire development of the project including all quotation variants, the involved contact persons as well as the activity history. This will allow PULTEX to track the project progress at any time. Follow-up tasks with deadlines and reminders complete the process.
The company will also deposit all important information related to the sold systems in SMARTCRM. The machine file will then provide the employees with a panoramic view of locations, detailed technical information and data sheets.
The sales force will also take advantage of SMARTCRM when planning and managing their sales tours. The assignment of addresses to different tours and the automatic creation of appointments and planned activities for the sales employees allow convenient planning and documentation. To determine the route, the addresses to be visited can be transferred to Bing Maps and visualized on the map.