Günther Bachmann GmbH & Co. KG:
- Manufacturer of sleeping systems
SMARTCRM at Bachmann:
- CRM introduction
- Bidirectional standard interface to abas ERP
- Standard connection to HABEL DMS
- Deployed in sales and purchasing departments
- 10 licenses
Requirements and project goals:
- CRM system directly from the manufacturer for optimal support
- Bundling all customer-related data in one system
- Bidirectional standard interface to abas ERP
- Extensive BI analyses
- Standard connection to HABEL DMS
- Overview of the complete activity history with customers
Once again, an abas customer has decided to introduce our CRM solution. From mid-sized business for mid-sized business: this will be the moto at Günther Bachmann GmbH & Co. KG in the near future since SMARTCRM will support sales and purchasing employees.
Bachmann is a leading manufacturer of sleeping systems. The company with headquarters in Neumarkt-St. Veit, Germany, develops and manufactures slatted frames for mattress manufacturers, commercial vehicle manufacturers, the caravan and furniture industries as well as Internet retailers.
Until now, customer-related information was not bundled in any central system and was therefore not available to all employees at all times. The CRM implementation should now provide employees with a panoramic view of customers and suppliers. For this purpose, SMARTCRM is connected to the abas ERP which is also deployed. In the CRM selection process, we scored with our bidirectional standard to abas ERP as well as our expertise which has grown over decades. SMARTCRM imports ERP data such as quotations as well as turnover and order backlog items and open items. In the opposite direction, addresses and contacts are transferred to the ERP solution. SMARTCRM prepares the ERP figures in various BI analyses, e.g. per customer or product.
Not only the sales department but also the purchasing department takes advantage from this interface and the extensive SRM functionalities in SMARTCRM, since the suppliers were imported from the abas ERP and now can be categorized in detail within the CRM system. The purchase orders and invoices are also transferred from the ERP solution and are available in different evaluations at any time. And this already right after the start of SMARTCRM: with overviews and diagrams directly on the start screen, the employees at Bachmann always have the most important information for their daily business at a glance.
Another standard interface connects SMARTCRM with the document management system HABEL. This allows employees to call up documents from HABEL directly in the CRM system and transfer files stored in SMARTCRM to the DMS at the press of a button.
For a full all-round view, Bachmann will also archive all communication with customers and suppliers in SMARTCRM in the future. For this purpose, the e-mails from the individual Microsoft Outlook accounts are automatically imported into the CRM solution via Microsoft Exchange. This provides sales and purchasing staff with a complete history of activities with customers and suppliers, letting them know at any time who has discussed what with whom and when – for example, even when a customer is calling. In this case, SMARTCRM uses the CTI function to inform the employee who the caller is as soon as the phone rings. With a single click, the employee can call up the customer file and attend to the customer quickly and competently. If information from the ERP or DMS systems is required, a further click is enough to open the corresponding document directly from the CRM solution.
At Bachmann, our CRM system is also intended to optimize project management. For this reason, the company will in future store all project-related information in the electronic file. A major advantage for both sales and purchasing is the linking of all project participants. This means that employees can assign both the relevant customer and all suppliers involved in a project. In the project file, the purchasing department can also see at any time which parts were ordered from whom. The display of all related activities with customers and suppliers as well as the offers complete the all-round view of a project and ensure optimal tracking.