SMARTCRM impresses again in the medical engineering

Optimal field integration at Hager & Meisinger thanks CRM

The Hager & Meisinger GmbH:

  • Dental and medical engineering

SMARTCRM at Hager & Meisinger:

  • CRM replacement
  • 31 licenses
  • Interface to proALPHA ERP
  • Used in office and field sales

Requirements and project goals:

  • Standard connection to the ERP solution proALPHA
  • Integration of the field force working from home or on the roads
  • Convenient tour planning
  • Complete overview of orders per sales territory

Hager & Meisinger GmbH has decided to implement our CRM solution to support their sales department. The company, headquartered in Neuss, Germany, has been manufacturing medical devices since 1888 and is represented by sales partners in over 100 countries worldwide.

Hager & Meisinger used to rely on a CRM solution. However, this could no longer cover the company’s requirements, which is why they chose to introduce a new CRM system. During the decision-making process, we impressed with our standard connection to proALPHA and our decades of interface expertise. Over the interface, SMARTCRM imports customers, products as well as figures such as turnover and incoming order positions or open items from the ERP solution. SMARTCRM evaluates the figures in detail, so that from now on, sales employees have up-to-date evaluations available centrally in the CRM system at the press of a button. In this way, employees can keep an eye on sales trends and customer order patterns at all times for instance and can react to changes at an early stage.

Optimal integration of the field force was another important requirement of the company for the CRM solution. All important customer-related information should be available to them both when working from home or when on the roads. SMARTCRM can fully meet this requirement. Indeed, on the one hand, employees can access all data via their notebooks – even offline without Internet connection. On the other hand, online access is possible per app using their smartphones. This way, SMARTCRM enables the field force a fast but extensive visit preparation with a glance into the customer file and the BI analyses.

The field force at Hager & Meisinger visits dental practices on a regular basis. In a near future,
they will also get support from the CRM when planning these visits. The definition of tours and the assignment of addresses in SMARTCRM facilitates the planning. In addition, the addresses of the selected tour can be visualized for route planning in Bing Maps. Then, the corresponding appointments are created just as easily in the SMARTCRM.Organizer. Overviews on the start screen, the SMART Board, provide a summary of all upcoming and past tours.

In the near future, employees will see all orders in SMARTCRM regardless of whether they were entered by the field or office staff. Thus, the field employees will be kept informed on the development in their sales territory.

In a second step, Hager & Meisinger is also planning the international use of our CRM solution in European subsidiaries. Multilingual text modules have been already transferred from proALPHA via the ERP interface.

The customer

The name MEISINGER has been standing for quality made in Germany since 1888. It all began with the dental drill. For decades, the market for dental instruments was the company’s most important business segment. Over the years, their business expertise expanded to include all medical technology, then industrial and craft applications were added. Today, Hager & Meisinger GmbH is experiencing a renaissance in the fields of dental and medical technology. With approximately 350 employees and state-of-the-art equipment, the company, headquartered in Neuss, Germany, manufactures top-quality medical devices and has delivered more than 2 billion products to customers around the world.

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?

    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

Hager & Meisinger relies on the standard interface to proALPHA: