RELISTE relies on professional CRM and SAGE X3 interface

RELISTE GmbH:

• Provider of solutions in the field of network technology, automation and safety technologies, sensor technology and industrial image processing, deep learning, flexible feeding and code readers

SMARTCRM at RELISTE:

• CRM reintroduction
• Interface to Sage X3
• Deployed in sales field and back office
• 11 licenses

Requirements and project goals:

• CRM partner at eye level
• Interface to Sage X3
• BI evaluations with different fiscal year
• Complete communication history
• Optimal project management
• Quotation tracking in the CRM system

Thanks to RELISTE GmbH, our customer base in Austria is growing. We are also pleased to welcome the company as a customer for a second time. RELISTE had already introduced SMARTCRM for ten years until the company decided against the further use of a CRM system in 2013 when changing their ERP system. In the meantime, however, they have become convinced of the advantage of a professional CRM solution. Since we already scored points as a reliable partner with good support during the first SMARTCRM deployment, RELISTE decided to reintroduce SMARTCRM in field and office sales as well as in marketing.

Headquartered in Brunn am Gebirge, Austria, the company has been one of Austria’s leading providers of solutions in the fields of network technology, automation and safety technologies, sensor technology and industrial image processing, deep learning, flexible feeding and code readers since 1963. In addition to SMARTCRM, RELISTE uses the Sage X3 ERP system. Instead of isolated applications, a central pool of information in a system available to all employees should optimize sales processes. That is why we connect Sage X3 to our CRM solution via an interface. SMARTCRM will use this interface to transfer customers and products, for example, as well as the figures such as sales, order backlog items and open items, from the ERP solution. The latter is prepared in the CRM system in numerous BI evaluations, considering the different fiscal year, and made available to employees at any time at the press of a button.

An important requirement of the CRM reintroduction is the optimization of the project business. In SMARTCRM, all projects will therefore be documented in an electronic project file from the initial inquiry to completion. The file bundles the project participants as well as all communication with them. Via Microsoft Exchange, all e-mails that were previously only stored locally in the individual Outlook accounts of the employees are automatically imported into SMARTCRM and are thus available centrally and in relation to the project. Thus, for RELISTE, all projects remain traceable in the CRM system at any time. Quotations are imported from Sage X3 to SMARTCRM via the interface and are also archived in the project file, including the individual items. Tasks with due dates and reminders as well as overviews of open quotations make it easier for sales staff to follow up on quotations and ensure optimal tracking.

Sales staff in the field also take advantage of the use of SMARTCRM. Before a customer visit, the CRM solution shows them all other suitable addresses within a certain radius using an area search. For route planning, they can be transferred to Bing Maps with a click. Once the route has been selected, a corridor search enables additional addresses to be added along the route. On the road, all CRM data is available to the field staff on their notebooks, even offline if no Internet connection is available. After the visit, visit reports can be entered directly in SMARTCRM and tasks can be sent to colleagues. As soon as an Internet connection is available again, the information is synchronized with the central installation and is thus promptly available to colleagues in the office.