Heiniger AG:
- Development and manufacture of animal shearing products
SMARTCRM at Heiniger:
- CRM introduction
- Bidirectional interface to abas ERP
- Deployed in field and in-house sales
- 9 licenses
Requirements and project goals:
- Central data storage
- Complete activity history
- Standard connection to abas ERP
- Diverse BI evaluations
- Improved field integration
- Convenient area search
Our customer base with abas ERP keeps growing. Thus, we are glad to welcome Heiniger AG as our new customer. The Swiss company, headquartered in Herzogenbuchsee, manufactures, in its third generation, animal shearing devices and is the global market leader for professional sheep shearing devices.
From now on, Heiniger relies on SMARTCRM in field and in-house sales as well as in marketing. The company decided to introduce a CRM solution due to the lack of field integration. They were already using abas ERP, but the field team had no access to it. If they needed information, they had to ask their in-house colleagues. This time-consuming information retrieval as well as the manual data maintenance in Microsoft Excel lists will come to an end with the implementation of our CRM system. Indeed, SMARTCRM provides employees with a central information pool across departments, which they can access themselves at any time.
Our bidirectional standard interface connects the CRM solution with abas ERP – a key criterion for the company when selecting a CRM system. SMARTCRM imports customers, contact persons, features, quotations as well as figures such as sales or order backlog items and open items. In the opposite direction, prospects, customers and contacts are also transferred to abas ERP. SMARTCRM analyzes the figures and makes them available in numerous evaluations on different levels at the press of a button. Thus, sales employees are always aware of the sales development of their customers and can react early in case of a trend change.
The complete activity history in SMARTCRM also facilitates the contact with customer, as employees are informed at all times on who has discussed about what and when with a customer. E-mails are automatically imported from the Microsoft Outlook local accounts in the corresponding customer file via Exchange.Sync and provide a complete central all-round view on the entire communication – the optimal basis for targeted sales work and this also for field staff. This is due to the fact that the full CRM database is available to them, regardless of where they are and whether they are connected to the Internet. The offline capability of our CRM solution makes it possible. When an Internet connection is available, new and modified data such as visit reports are automatically synchronized with SMARTCRM main installation. Alternatively, employees can access online to the needed CRM information over their smartphones using the SMARTCRM.App.
As part of the CRM selection process, we scored at Heiniger with the area search functionality. Using this tool, field staff can view addresses within a certain radius of the starting address before a customer visit and check whether they could drive to other customers in the vicinity. For visualization and route planning, the addresses can be transferred to Bing Maps. In addition, a corridor search displays other interesting addresses along the route on the map.
SMARTCRM will also optimize marketing work at Heiniger. The assignment of features for addresses and contacts as well as the various filter options make it indeed easier to select the right target group and reduce wastage. The mailings themselves can be sent directly from our CRM solution.