The pro med instruments GmbH is an international operating company in the medical engineering industry with subsidiaries in the USA and sales offices in over 70 countries. The company with headquarters in Freiburg, Germany, is specialized in developing and marketing cranial stabilization and retractor systems for the neurosurgery.
The company’s main location in the Black Forest (Germany) as well as the subsidiary in the USA are represented in SMARTCRM over two clients. The American colleagues will benefit from the English user interface. For optimal sales support, PMI can access to the required CRM data offline or online over notebooks or mobile devices.
As cooperation partner of the ERP manufacturer UB-Software, SMARTCRM offers a standard interface to the ERP solution MAJESTY. The CRM system imports the customers, prospective buyers, products and quotation data created in MAJESTY as well as the current figures. Whereas employees used to maintain evaluations in Excel spreadsheets, they now have central access to current sales analyses at any time, for instance for the entire company, per client, per individual customer or product.
Before the CRM introduction, PMI used to capture forecast lists in Microsoft Excel. SMARTCRM will save the company significant time and effort, since the forecast evaluations can be also displayed in SMARTCRM at the press of a button. The CRM system imports quotations and orders from MAJESTY via the interface and automatically create the items as transactions in the corresponding electronic project file. Optimal quotation and project tracking are guaranteed given that all addresses, contacts and the full activity history are assigned to a project.
