SMARTCRM wins CRM replacement with interfaces to proALPHA ERP and DMS

Austrian WILD Group relies on CRM support in sales and purchasing

The WILD Group:

  • Manufacturing and development of optomechatronic products in the medical technology, optical technologies and industrial technology sectors


  • CRM replacement
  • Standard interface to proALPHA ERP
  • Connection to proALPHA DMS
  • Deployment in field and office sales as well as in purchasing
  • 80 licenses

Requirements and project goals:

  • Central activity history
  • Optimized project management
  • Interfaces to proALPHA ERP and DMS
  • Integration of Microsoft Outlook
  • Improved field service connection with offline access 

With the WILD Group, we are pleased to welcome a new Austrian proALPHA customer. The company specializes in the development and production of optomechatronic systems in medical technology, optical measurement technology and industrial technology.

SMARTCRM replaces the previously used CRM system. We were able to easily transfer all CRM information from the old software to SMARTCRM, so there was no loss of history.

The ERP system used is proALPHA. We convinced WILD with our many years of interface expertise and the preconfigured standard connection to proALPHA. SMARTCRM imports customers, prospective customers, contacts, product groups, articles (and article groups), quotations, blanket orders as well as figures – sales, contribution margin, order backlog items and open items. Based on these figures, SMARTCRM provides employees with up-to-date BI reports at various levels.

A second interface connects SMARTCRM with proALPHA’s document management system. This enables WILD to call up documents archived in the DMS directly from SMARTCRM or to transfer files from the CRM system to proALPHA at the push of a button.

The WILD Group comprises several companies at different locations. Thanks to SMARTCRM’s multi-client capability, these are mapped as separate clients. This has the advantage that the employees there only have access to the CRM information they need for their processes. Of course, a comprehensive view of the data and figures is also possible. Here, WILD benefits from the detailed assignment of rights in the CRM solution.

Our CRM system supports sales in project management, among other things. In the future, WILD will document all projects from the inquiry to the order in the SMARTCRM project file. For optimal clarity, each process is managed on its own tab. Quotations and (blanket) orders are automatically transferred from proALPHA ERP and assigned to the project. In the CRM project file, sales staff can see at a glance the quantities called up within a blanket order at any time. Forecast evaluations as well as overviews on the start screen, for example of current projects or open quotations, complete the all-round view. As a contract manufacturer and contract developer, WILD creates products individually tailored to customer requirements, so communication with customers is very extensive. This is why it is a great advantage for the sales staff that activities always remain traceable in the CRM project file, and not just for project-related communication. An important goal of WILD’s CRM implementation was to bundle all customer communications in one system. In the future, all e-mails will be automatically imported from Outlook to SMARTCRM via Microsoft Exchange, where they will be available to all employees. Documentation of phone calls and visits supplement the activity history in customer and project files and ensure that employees are informed about agreements made, for example.

SMARTCRM will also provide sustainable support for field service activities in the future. This is because, thanks to our mobile solutions, field staff always have important CRM information with them when they are on the move, either via online access via the SMARTCRM.App or offline on their notebooks. With its offline capability, our CRM system fulfills another important requirement of WILD.

The field service can also fully rely on SMARTCRM for visit planning. For example, employees can filter all interesting addresses within the radius of the customer to be visited using a area search and have them displayed on a Bing Maps map with one click. There, the route can be planned and further addresses along the route can be searched for using a corridor search.

In a second step, the purchasing department should also work with SMARTCRM, because our CRM solution offers a wide range of SRM functionalities. Thus, suppliers as well as purchasing figures such as purchase orders and invoices can be transferred from proALPHA ERP via the interface. This ensures both an extensive classification of supplier addresses and an overview of purchasing figures and activities with suppliers in the CRM system.

The customer

WILD is a technology partner for the production and development of optomechatronic components and complete high-tech devices in the medical technology, optical technology and industrial technology sectors. The list of fascinating products is long: Whether novel laboratory analysis devices, surgical equipment, innovative lighting systems, prosthetics, therapy devices or laser technologies – WILD is in demand wherever precision and reliability are essential and innovation takes place.

Production and development are carried out exclusively on behalf of customers. The WILD Group employs over 500 people at four locations in Carinthia, Vienna and Trnava (SK). The impressive range of technologies – a know-how combination of technical optics, electronics & application software, plastics technology as well as mechatronics and precision mechanics – makes WILD a leading partner of large corporations, medium-sized companies and start-ups in product development, industrialization and series production.

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

WILD relies on the interface to proALPHA ERP …

… and proALPHA DMS:



The interface between SMARTCRM and proALPHA connects numerous information in one system. This forms the foundation for a complete overview…