The primary goal of the CRM implementation is to allow the field service the access to all necessary customer data at any time. This way, when on the go, the whole CRM database is available to the field staff offline on their notebooks. This includes also current sales analyses since SMARTCRM imports the figures from the ERP system proALPHA and uses them in many evaluations. In addition, the CRM system simplifies significantly the planning of tours for the field staff.
SMARTCRM supports the company even in the management of its projects for the sale of back-ventilated facade and thereby reducing time and efforts significantly. So, the employees see at a glance all activities related to a certain project. While visiting a customer, the sales representative can collect order items in the CRM system and forward them to the back office for further processing.