Our abas customer base has expanded once again

SMARTCRM supports SVS Schweißtechnik in sales and purchasing

SVS Schweißtechnik GmbH:

  • Welding and milling technologies

SMARTCRM at SVS Schweißtechnik:

  • CRM introduction
  • Interface to abas ERP
  • Connection to Habel DMS
  • Deployed in sales field and office as well as in purchasing

Requirements and project goals:

  • Bidirectional standard connection to abas ERP system 
  • Standard interface to Habel DMS 
  • Optimized field service integration
  • Convenient quotation tracking
  • Use of the CRM system in purchasing as well

With SVS Schweißtechnik GmbH, our abas customer base has been expanding. Sales field and back office staff as well as purchasing will be supported by our CRM solution in the future.

The internationally renowned manufacturer in the field of resistance welding technology, located in Mülheim an der Ruhr, Germany, had been a subsidiary of the AEG Group since the 1960s and became independent in 1996.

The decision was made to introduce a CRM solution in order to be able to manage customer-related information, which is not stored in the ERP system abas, in a central location. The sales field employees as well as the ones in the purchasing department should also benefit from this bundling of data in one system.

As abas ERP has been already used by the company, SVS Schweißtechnik chose us in the CRM decision process given our great interface expertise with this ERP system. As a long cooperation partner with well over 100 joint installations, we offer a preconfigured bidirectional standard interface to abas ERP. Using this connection, SMARTCRM will import customers, suppliers, products, quotations, orders, turnovers and contribution margin items as well as open items at SVS Schweißtechnik. The figures are prepared in SMARTCRM and available at any time in a variety of up-to-date evaluations on different levels.

Another standard interface connects our CRM system to the document management system Habel. This allows documents to be transferred directly from SMARTCRM to the DMS and conversely files managed in Habel to be called up in the CRM solution via a button.

If the office staff work from home, SMARTCRM is available to them on their notebooks – even offline. The same applies to the field staff: they, too, can access SMARTCRM via notebook or online via the SMARTCRM.App and thus, from now on, inform themselves about the BI evaluations of the customers they are in charge of, without having to go to the office. The CRM customer file also shows all other customer-related information, such as the complete communication history and visit reports. Since a customer may be cared for by several employees due to different business areas, this central information pool is particularly important for SVS Schweißtechnik. Thanks to it, from now on all employees will know about what have been discussed with their colleagues.

Sales projects are also managed in SMARTCRM. The project file bundles all related contacts as well as the communication with them. This is a major advantage for SVS Schweißtechnik as there are usually different project participants. Quotations are also automatically imported from abas ERP and archived in the file. Follow-up tasks with reminders and due dates as well as overviews of due quotations will facilitate quotation follow-up in the future. The all-round view is completed by features of participating competitors, which the company can assign to customers and projects.

Our CRM solution offers further support thanks to the integrated area search. When field representatives drive to a customer’s, it shows possible destinations within the area. They can then transfer the addresses to Bing Maps with a click and plan the best route there.

Connecting the purchasing department to SMARTCRM was also important to SVS Schweißtechnik.  From now on, all supplier addresses and contacts are managed there. SMARTCRM enables extensive classification and the assignment of freely definable features to quickly identify the right supplier for a procurement process. Traceability of the ordering process is ensured by the complete activity history in the supplier file. Our CRM system imports purchasing figures such as purchase order and invoices from abas ERP, provides them for purchasing and makes them available at any time at the press of a button. Since purchasing employees can also view the status of sales projects, they are informed at an early stage about raw materials to be scheduled.

The customer

SVS Schweißtechnik is active in the field of electric resistance welding technology and has developed into an internationally significant manufacturer with considerable market share in the field of electrode materials as well as electrode milling equipment.

The goal of SVS Schweißtechnik is to develop and manufacture products that meet the individual requirements of customers, to develop solutions for specific applications together with them and to provide long-term support for customers as a reliable partner.

The current market position builds on the experience and knowledge of an entire century in which SVS has been active in the field of electrical resistance welding technology. Once formed from the AEG Group, the company, which has been operated as SVS Schweißtechnik GmbH since 2016, supplies a wide range of products as a major international manufacturer in the field of electrical resistance welding technology.

The implemented modules

  • SMARTCRM.ProjectsSMARTCRM.Projects
    SMARTCRM.Projects

    SMARTCRM.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.

    more
  • SMARTCRM.InxmailSMARTCRM.Inxmail
    SMARTCRM.Inxmail

    SMARTCRM.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.

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  • SMARTCRM.DMSSMARTCRM.DMS
    SMARTCRM.DMS

    SMARTCRM.DMS

    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.

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  • SMARTCRM.ERPSMARTCRM.ERP
    SMARTCRM.ERP

    SMARTCRM.ERP

    • 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. 

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  • SMARTCRM.Exchange.SyncSMARTCRM.Exchange.Sync
    SMARTCRM.Exchange.Sync

    SMARTCRM.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.

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  • SMARTCRM.WebSMARTCRM.Web
    SMARTCRM.Web

    SMARTCRM.Web

    • 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.

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    • SMARTCRM.SalesSMARTCRM.Sales
      SMARTCRM.Sales

      SMARTCRM.Sales

      • 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.

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    • SMARTCRM.PlanningSMARTCRM.Planning
      SMARTCRM.Planning

      SMARTCRM.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.

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  • SMARTCRM.BasisSMARTCRM.Basis
    SMARTCRM.Basis

    SMARTCRM.Basis

    • 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?
    • What field service tours are planned for next week?

    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.

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    • SMARTCRM.AppSMARTCRM.App
      SMARTCRM.App

      SMARTCRM.App

      • 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.

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    • SMARTCRM.OfflineSMARTCRM.Offline
      SMARTCRM.Offline

      SMARTCRM.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.

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  • SMARTCRM.TargetsSMARTCRM.Targets
    SMARTCRM.Targets

    SMARTCRM.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.

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  • SMARTCRM.GeoMapSMARTCRM.GeoMap
    SMARTCRM.GeoMap

    SMARTCRM.GeoMap

    • 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.

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  • SMARTCRM.TourPlanningSMARTCRM.TourPlanning
    SMARTCRM.TourPlanning

    SMARTCRM.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.

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  • SMARTCRM.TicketSMARTCRM.Ticket
    SMARTCRM.Ticket

    SMARTCRM.Ticket

    • 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.

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  • SMARTCRM.MachinesSMARTCRM.Machines
    SMARTCRM.Machines

    SMARTCRM.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.

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  • SMARTCRM.CompetitionSMARTCRM.Competition
    SMARTCRM.Competition

    SMARTCRM.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.

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The ERP interface

SVS Schweißtechnik relies on the interface to abas ERP.

The DMS interface

Our standard interface connects SMARTCRM to Habel DMS.

Our DMS interfaces

Module

SMARTCRM already has an integrated document management system offering you numerous possibilities. This allows you to trigger different processes to…

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