Our abas standard interface and ERP expertise impressed

SMARTCRM replaces CRM system at SWM-AUTOBLOK


  • Clamping technology


  • CRM replacement
  • 75 licenses
  • Interface to abas ERP
  • Use in sales and marketing departments

Requirements and project goals:

  • Test of the CRM system within a pilot phase
  • Standard connection to the ERP solution abas
  • Mapping of corporate structures
  • Convenient quotation tracking
  • Optimal integration of the field force

We are pleased to welcome SMW-AUTOBLOK, a new abas customer. The SMW-AUTOBLOK corporation is active worldwide with around 650 employees in the field of clamping technology.

SMARTCRM replaces the previously used CRM system at SMW-AUTOBLOK. One reason for the replacement is the required connection of abas ERP to the CRM solution, which could not be implemented with the current system. As a long-time cooperation partner of abas Software, however, we offer a standard interface to abas. Thanks to our extensive ERP experience, we can set this up quickly and easily, but also implement the individual requirements of our customer beyond standard.

The CRM decision was preceded by a pilot installation including data transfer. This allowed SMW-AUTOBLOK to test SMARTCRM functionalities directly using its own data and to get convinced of the advantages before the purchase. In addition, we scored with high user satisfaction, confirmed to SMW-AUTOBLOK within several reference discussions.

Another important requirement of the company is the mapping of corporate structures. In the future, SMW-AUTOBLK will be able to map all hierarchies and relationships of its prospects and customers as well as their contacts in SMARTCRM. For instance, turnovers can be conveniently evaluated for each companies as well as for entire groups or associations.

Sales items are imported by SMARTCRM via the interface from abas ERP – as well as incoming order items, open items, warehouse stock, item (groups), customers and quotations. The current stock level of an item is displayed to sales employees directly in the respective CRM file. In addition, our CRM solution evaluates the figures at different levels and makes the various analyses available at the push of a button, for example, per customer or article. Whereas evaluations were previously created in Microsoft Excel as well as abas ERP, they are now available centrally in the CRM system. Thus, the field staff now also has direct access to the important analyses, can recognize sales developments and can compare current figures with those of the previous year. This is because all CRM information is available to them on the road, both offline on their notebooks and via online access via the SMARTCRM.App.

In this way, SMARTCRM supports sales staff in preparing for a visit, during a customer visit, and afterwards during follow-up. In the future, the visit reports will also be recorded directly in the CRM solution and, together with the automatically imported e-mails and the documentation of telephone calls, complete the activity history in the customer file.

SWM-AUTOBLOK will also track the quotations using SMARTCRM. Thus, the quotations are imported from abas ERP and automatically archived in the corresponding customer file. Optimal traceability is ensured by tasks with due dates and reminders as well as overviews of open quotations and the forecast.

SMARTCRM also helps sales representatives plan their routes. Before a customer visit, they can use an area search in the CRM system to see which customers or prospects are within a certain radius of the address to be approached. These can be conveniently visualized on a map in Bing Maps at the click of a mouse and the optimal route planned. SMARTCRM shows the sales force whether there are other interesting addresses along this route via the corridor search.

In a second step, SMW-AUTOBLOK plans to connect SMARTCRM to a DMS. Since we offer standard interfaces to various document management systems, this connection will also be easy to implement.

The customer

SMW-AUTOBLOK develops, produces and sells products in the field of clamping technology with state-of-the-art production facilities in Meckenbeuren/Germany and Caprie/Italy. The globally operating group of companies employs around 650 people, 300 of whom work at the Meckenbeuren site. The medium-sized, family-run company is one of the world’s leading manufacturers of clamping systems for rotary and stationary machining on machine tools.

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

SMW-AUTOBLOK relies on the standard interface to abas: