The ZIMMER Group comes back to SMARTCRM

The company opts for our CRM solution a second time

The ZIMMER Group:

  • Automation engineering


  • CRM replacement
  • 250 licenses
  • Used in sales, marketing and service departments
  • Modules: Basis, Sales, Targets, Planning, Projects, GeoMap, Machines, Ticket, Exchange.Sync, Offline, App, ERP, DMS
  • Interface to proALPHA ERP and proALPHA DMS

Requirements and project goals:

  • Representation of several clients
  • Standard interface to proALPHA
  • Extensive BI evaluations in different currencies
  • Foreign-language surface

We are looking forward to welcoming the ZIMMER Group as a customer for the second time. A change of the ERP system also brought the replacement of SMARTCRM several years ago. Now the company has decided to reintroduce our CRM solution.

Under the umbrella brand ZIMMER Group, ZIMMER GmbH, ZIMMER GmbH Kunststofftechnik as well as ZIMMER GmbH Dämpfungssysteme manufacture components in the fields of automation, damping, linear, process, tooling and machine technology with about 1000 employees.

From its headquarters in Rheinau, Germany, the ZIMMER Group works together with numerous international sales subsidiaries. In SMARTCRM, they are represented by 12 clients so that in a near future, employees from Germany, Austria, Switzerland, France, England, Italy, Spain, Slovakia, Poland, the USA, China as well as India will work with a unique SMARTCRM installation, in which all information is centrally bundled. Thanks to the multi-client capability, employees can access only the data they do need. If required, a cross-client view of the CRM information is also possible. The CRM interface will be available in German, English and French and additionally, the SMARTCRM.App in Chinese.

ZIMMER works with the ERP and the DMS systems of proALPHA. Both systems are connected to SMARTCRM over interfaces. Our CRM system will import for instance incoming orders, order back logs and invoice items as well as open items from proALPHA ERP in a near future. They will be analyzed by our CRM solution at different levels equivalent to a BI system and, among others, provided in different currencies. For this purpose, SMARTCRM applies the exchange rates from the ERP system. If values in different currencies are called up cumulatively in an evaluation, an automatic conversion takes place. This way, SMARTCRM automates the previous manual analysis of the figures in Microsoft Excel and enables the company to minimize time and effort.

Using the interface to proALPHA DMS, documents can be searched and retrieved directly out of SMARTCRM in the Document Management System. In addition, files can be transferred to proALPHA at the press of a button.

Furthermore, SMARTCRM will enable the sales staff to easily track quotations. For each project, ZIMMER will create a corresponding project file in SMARTCRM and link it to the respective prospective customer or customer file. SMARTCRM will import the quotations over the ERP interface and will automatically store them in the corresponding CRM file. In the future, tasks with reminders and deadlines will support the employee in tracking. The full activity history will complete the project panoramic view.

In the near future, SMARTCRM will provide the company an equally helpful overview in the machine file. Therein the employees will store the detail information of the produced equipment, for instance foundry machines, and will link it to the respective buyers.

The field service staff will also be best connected when out of the office. This will be enabled both through the offline access per notebook as well as over the SMARTCRM.App on smartphones and tablets. Hereby, sales employees can consult the previously documented agreements while visiting a customer or look at an open quotation. Service employees can directly access the machine data during a maintenance appointment.

The marketing employee will be supported by SMARTCRM in narrowing down the appropriate target group using extensive selection options. In addition, ZIMMER is planning the connection to the e-mail marketing tool Inxmail Professional to SMARTCRM in order to send privacy compliant personal mailings and newsletters.

The customer

In 1980, the Zimmer GmbH Technische Werkstätten was founded in Rheinau-Freistett, Germany, where the current headquarters are still located. The early establishment in the development and production of highly complex components and system solutions in the automation and handling technology turned the company working out of a garage into a high-tech company within ten years. In 2013, Zimmer GmbH Technische Werkstätten merged with Sommer-automatic GmbH in Ettlingen to become Zimmer GmbH.
The company Zimmer GmbH Dämpfungssysteme, specialized in damping systems for the furniture and automobile industries, was founded in 2004. Zimmer GmbH Kunststofftechnik, manufacturer of series production components made of metal, elastomers and plastic, followed in 2007.
In 2014, Sommer-automatic GmbH and Zimmer GmbH Technische Werkstätten merged to become Zimmer GmbH, which since then has formed the Zimmer Group with Zimmer GmbH Dämpfungssysteme and Zimmer GmbH Kunststofftechnik.





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?
    • 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.



      • 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

ZIMMER relies on the standard interface to proALPHA:

The DMS interface

proALPHA DMS is connected to SMARTCRM as well.