SMARTCRM and interface to CIB ERP provide sales support

sh minerals GmbH relies on CRM for quotation tracking

sh minerals GmbH:

  • Distribution of mineral fillers and dried grains for industrial applications

SMARTCRM at sh minerals:

  • CRM introduction
  • 15 licenses
  • Interface to ERP system of the Computer Institute Bamberg
  • Used in the sales and service departments

Requirements and project goals:

  • Connection to CIB ERP
  • Target/actual comparisons
  • Optimal tracking of quotations
  • Documentation of tickets
  • Competition comparisons

sh minerals GmbH has decided to implement SMARTCRM in the sales and service departments. The company, headquartered in Heidenheim, Germany, is part of the corporate group Schön + Hippelein and sells their products in Germany and the neighboring European countries. During the CRM decision-making process, SMARTCRM was able to score with several reference discussions attesting our high-level of customer satisfaction as well as our support.
In addition to SMARTCRM, the company uses the ERP system of the Computer Institute Bamberg. The ERP solution provides SMARTCRM with addresses, contacts, products, product groups, turnover positions, quotations and orders. These data are taken over by our CRM solution using an interface. Thanks to our great ERP expertise, we could set up the connection quickly and easily and also implement the company individual requirements.

SMARTCRM evaluates the figures and provides them in numerous BI analyses, e.g., at product or customer level with a click on the screen. Since planning will also take place in the CRM system in the future, employees will be able to identify deviations between actual and planned sales at an early stage with the help of a variety of target/actual comparisons.

An important goal of the CRM implementation is comprehensive and convenient tracking of quotations. In SMARTCRM, these are automatically stored in the corresponding customer file and are thus centrally available to the sales staff. Using the SMARTCRM.Organizer, they can conveniently create follow-up tasks for themselves or their colleagues. Due dates and reminders ensure that no offer goes missing. In addition, an overview on the SMART Board, the start screen of the CRM system, always shows the sales force the offers that are still open or due.

Another requirement of the company is the documentation of competition information. In the future, the employees will be able to store competitive products used by a customer and compare them with their own products. This way, SMARTCRM reveals previously untapped potential.

In the future, the field force will also record visit reports directly in the CRM system. E-mails are automatically archived in the corresponding customer file or prospect file from Microsoft Outlook via Microsoft Exchange. Together with the documentation of phone calls, this results in a complete activity history thanks to which employees always know what has already been discussed with a customer.

This is also really helpful for the service hotline employees. They are also supported by the CTI functionality which indicates them who the caller is when they receive an incoming call. With just one click, they then switch to the customer or prospective customer file. The tickets will be documented by sh minerals throughout all phases in our CRM solution. This means that the current status of the tickets can be tracked at any time and their evaluability is also guaranteed.

The customer

As part of the medium-sized, long-established Schön + Hippelein corporate group, sh minerals GmbH sells their products in Germany and the neighboring European countries.

With its sites GEOMIN Erzgebirgische Kalkwerke GmbH in Hammerunterwiesenthal, Legenfeld and Hermsdorf, Germany, as well as Calcitwerk Schön + Hippelein GmbH & Co. KG in Heidenheim, Germany, sh minerals is one of the most important suppliers in the filler market sector. Carbonate fillers, dried grains and special mineral trading products are among the company’s main sales activities.

sh minerals GmbH develops tailor-made solutions for the different needs and diverse requirements of its partners – from special packaging exigencies to logistical issues.





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?
    • What field service tours are planned for next week?

    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

sh minerals relies on the interface to the ERP system of the Computer Institute Bamberg: