SMARTCRM wins over DCT DELTA AG with Majesty interface

Providing optimal CRM support for in-house and field sales


  • Manufacturer of system solutions in the fields of cable, satellite and fiber optic infrastructures
  • The products are marketed under the brand name DELTA Electronics


  • CRM introduction
  • Interface to Majesty ERP
  • Deployed in in-house and field sales
  • 14 licenses

Requirements and project goals:

  • Multi-client capability
  • Standard interface to Majesty
  • Extensive BI analyses and forecast evaluations
  • Multi-currency capability
  • Quotation writing and follow-up in the CRM system
  • English and German interface

With DCT DELTA AG, one of the leading manufacturers of system solutions in the field of broadband transmission for cable, satellite and fiber optics, we once again welcome a new customer from the Majesty environment. The company, located in Bodman at Lake Constance, with more than 100 employees, is an innovative technology partner of the leading cable network operators and develops latest networks in close collaboration. From now on, SMARTCRM will support sales processes in office and field sales.

Before the CRM introduction, data were mainly maintained in Microsoft Excel. Forecast values were also laboriously stored in Excel lists. A quick, company-wide overview of the information was therefore not available. With SMARTCRM, this is going to change, since our CRM solution enables a central 360-degree view of all customer-related data and offers a standard interface to Majesty, the ERP system used by DCT DELTA AG. As a long-standing cooperation partner of majesty GmbH, we scored points in the CRM selection process with our preconfigured connection. In the future, SMARTCRM will import customers, contacts, products as well as numerical data such as sales and order backlog positions and open items. In the opposite direction, contacts are to be transferred from the CRM to the ERP system. SMARTCRM prepares the figures on different levels and makes the BI evaluations available to sales and management on the screen at any time at the press of a button. Since DCT DELTA AG has a location in Switzerland, storing the sales figures also in Swiss Francs was essential. Thanks to the multi-currency capability of our CRM solution, this requirement was easily implemented, as was the mapping of a different fiscal year.

Another criterion for the CRM selection was its multi-client capability. SMARTCRM fully meets this requirement as well. The locations in Germany and Switzerland are each mapped as separate clients. This has the advantage that only the information they actually need is available in the CRM system for the employees there. Of course, information and evaluations can also be viewed in the overall view across the locations.

SMARTCRM also supports sales staff in project management by documenting all projects including the individual project steps. Quotations are also written directly in the CRM system. Templates in the corporate design as well as predefined text modules stored there ensure the comfortable and fast entry of an offer. After creation, the document is automatically saved at the corresponding project step and can be sent immediately by e-mail from SMARTCRM. Incoming e-mails are automatically transferred from Microsoft Outlook to the customer file via Microsoft Exchange and linked to the respective project. Thus, the complete communication with a customer remains traceable at any time and at a glance. This also applies to quotations, as follow-up tasks in the SMARTCRM.Organizer, overviews of open tasks and forecast evaluations provide an all-round view.

In order to take advantage of all these functions, the field staff of DCT DELTA AG do not have to be on the premises. Indeed, they can either access offline all CRM information on their notebooks or online using the SMARTCRM.App on their smartphones. This means that they always have an overview of customer sales and agreed arrangements, for example, or can directly create an offer, even when on the roads.

The customer

As one of the leading manufacturers of system solutions in the field of broadband transmission for cable, satellite and fiber optic infrastructures, DELTA Electronics stands for perfect connections. The customers of the company headquartered in Bodman, Germany, founded in 1989, include major cable network operators and satellite operators around the world. But people in countless private households also benefit from DELTA Electronics products. The company’s solutions ensure smooth and fast access to the worldwide networks of broadband information transmission. With now more than 100 employees, DCT DELTA AG stands for technological expertise and personal service.

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

DCT DELTA AG relies on the interface to Majesty: