Swiss full-service partner for exhibition stand construction relies on SMARTCRM

Our CRM solution supports the sales team of STEINMETZ EXPO AG


  • Exhibition stand constructor


  • CRM introduction
  • Interface to SAP Business One
  • Deployed in in-house and field sales
  • 7 licenses

Requirements and project goals:

  • CRM partner at eye-level
  • Standard interface to Business One
  • Complete communication history
  • Quotation tracking in the CRM system

With STEINMETZ EXPO AG, we welcome another new customer from Switzerland. After two years of Covid, STEINMETZ EXPO, a renowned exhibition stand constructor from Volketswil, Switzerland, is taking off again and has decided to use SMARTCRM to support its sales processes.

Since the company has already been using SAP Business One, an interface between ERP and CRM systems was a mandatory requirement in the selection process. In this aspect, we impressed with our great expertise and a standard connection to SAP. In the future, SMARTCRM will import customers, suppliers, contacts and articles from SAP Business One via the interface. In addition, the figures, such as sales, order backlog and contribution margin items as well as open items, will be transferred from the ERP solution. Our CRM solution will provide these data on different levels in a variety of BI analyses and will make them available at any time at the press of a button.

Cooperation at eye level was another key criterion in the CRM decision. As a mid-sized CRM manufacturer, we know exactly the requirements of SME companies and act according to the motto: as a mid-sized company for a mid-sized company. This is why we exactly are the right partner for STEINMETZ EXPO and we win them over during the selection process with our competent consulting and support, which will of course continue after the live start.

Previously, trade fair and customer information as well as all communication were stored in local files and in the Microsoft Outlook accounts of the sales staff. This meant that there was no central pool of information available to everyone involved. With SMARTCRM, this should and will change. Thanks to the Outlook integration and the Microsoft Exchange connection, all e-mails are automatically archived in the SMARTCRM customer file. Thank to this and completed by the documentation of phone calls and visits, SMARTCRM provides a full activity history for customers and suppliers. With the help of freely definable features, STEINMETZ EXPO can store in detail who was an exhibitor at which trade fair and select this important information at any time, even in retrospect, for instance, to specifically address all previous year’s exhibitors at a trade fair. It is also possible to track which suppliers were involved in which trade fairs. Due to the abundance of contacts with whom the stand builder works within the framework of an event, such an overview in the CRM solution is of great advantage.

A central component in the sales process is the dispatch of quotations. These are created in the ERP system and automatically stored in the respective CRM customer file. With follow-up tasks as well as overviews of due offers, SMARTCRM ensures optimal offer follow-up.

All this information is also available to field staff at any time, either on a smartphone via the SMARTCRM.App for Android and iOS, or offline on a notebook when in an exhibition hall with poor Internet access, for instance. As soon as an Internet access is available again, the notebook version is synchronized with the main system so that the information is also available promptly for the office staff.

The customer

An exhibition stand is a brand ambassador and an interactive space. An individual solution for a special place to meet. A temporary platform for the three-dimensional presentation of your products and services. And, ideally, a strong visitor magnet. An exhibition stand must reach hearts and minds and turn potential exhibition visitors into customers. It must look pleasant and attractive, spark interest and longings and have a lasting effect. But above all, it must sell. If you captivate the customers, we can seduce them.

We offer you our support before, during and after the exhibition. As an accomplice supporting you out front and in the background. As a style advisor delivering ideas which fit you. And as a designer of spaces which showcase an individual performance.

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

STEINMETZ EXPO relies on the interface to SAP Business One: