SMARTCRM wins over DCT DELTA AG with Majesty interface

DCT DELTA AG:

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

SMARTCRM at DCT DELTA AG:

• 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.