Sales and purchasing departments take advantage of SMARTCRM with the interface to abas

The Günther Bachmann GmbH & Co. KG relies on CRM support

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.

The customer

The Günther Bachmann GmbH & Co. KG is a leading manufacturer of sleeping systems, develops and manufactures in Germany slatted frames for mattress manufacturers, commercial vehicle manufacturers, the caravan and furniture industries as well as Internet retailers.

All products are characterized by certified quality. The services cover the entire process from development and design to series delivery and demand-oriented logistics. With over 70 years of experience, Bachmann implements customized and modern connectivity and logistics solutions that seamlessly fit into the customers’ supply chain.

Bachmann is a strategic and reliable partner with the individual strength of a mid-sized owner-managed company. The company focuses on sustainability, the use of renewable energies and optimized manufacturing. The entire heat supply is ensured with wood waste from the company among other things.

 

 

 

 

 

LINK TO WEBSITE

The implemented modules

  • SMARTCRM.ProjectsSMARTCRM.Projects
    SMARTCRM.Projects

    SMARTCRM.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.

    more
  • SMARTCRM.InxmailSMARTCRM.Inxmail
    SMARTCRM.Inxmail

    SMARTCRM.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.

    more
  • SMARTCRM.DMSSMARTCRM.DMS
    SMARTCRM.DMS

    SMARTCRM.DMS

    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.

    more
  • SMARTCRM.ERPSMARTCRM.ERP
    SMARTCRM.ERP

    SMARTCRM.ERP

    • 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. 

    more
  • SMARTCRM.Exchange.SyncSMARTCRM.Exchange.Sync
    SMARTCRM.Exchange.Sync

    SMARTCRM.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.

    more
  • SMARTCRM.WebSMARTCRM.Web
    SMARTCRM.Web

    SMARTCRM.Web

    • 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.

    more
    • SMARTCRM.SalesSMARTCRM.Sales
      SMARTCRM.Sales

      SMARTCRM.Sales

      • 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.

      more
    • SMARTCRM.PlanningSMARTCRM.Planning
      SMARTCRM.Planning

      SMARTCRM.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.

      more
  • SMARTCRM.BasisSMARTCRM.Basis
    SMARTCRM.Basis

    SMARTCRM.Basis

    • 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?
    • What field service tours are planned for next week?

    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.

    more
    • SMARTCRM.AppSMARTCRM.App
      SMARTCRM.App

      SMARTCRM.App

      • 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.

      more
    • SMARTCRM.OfflineSMARTCRM.Offline
      SMARTCRM.Offline

      SMARTCRM.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.

      more
  • SMARTCRM.TargetsSMARTCRM.Targets
    SMARTCRM.Targets

    SMARTCRM.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.

    more
  • SMARTCRM.GeoMapSMARTCRM.GeoMap
    SMARTCRM.GeoMap

    SMARTCRM.GeoMap

    • 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.

    more
  • SMARTCRM.TourPlanningSMARTCRM.TourPlanning
    SMARTCRM.TourPlanning

    SMARTCRM.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.

    more
  • SMARTCRM.TicketSMARTCRM.Ticket
    SMARTCRM.Ticket

    SMARTCRM.Ticket

    • 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.

    more
  • SMARTCRM.MachinesSMARTCRM.Machines
    SMARTCRM.Machines

    SMARTCRM.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.

    more
  • SMARTCRM.CompetitionSMARTCRM.Competition
    SMARTCRM.Competition

    SMARTCRM.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.

    more
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The ERP interface

Bachmann relies on the interfaces to abas ERP …

… and HABEL DMS:

Our DMS interfaces

Module

SMARTCRM already has an integrated document management system offering you numerous possibilities. This allows you to trigger different processes to…

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