07.02.2019

CRM introduction at Speck Pumpen

SMARTCRM provides an all-round view on sales projects

Speck Pumpen Walter Speck GmbH & Co. KG:

Mechanical engineering: manufacturer of pumps and compressors

Requirements and project goals:

Interface to abas ERP
Extensive project management
Forecast evaluations
Manifold customer-related analyses and BI features

SMARTCRM at Speck Pumpen:

CRM first implementation
25 users
Used by the sales department
Modules: Basis, Sales, Projects, Exchange.Sync

Speck Pumpen Walter Speck GmbH & Co. KG has decided to implement our CRM solution. In a near future, the sales employees are going to be supported by SMARTCRM in their daily business.
The family-owned company, with its headquarters in Roth, Germany, produces pumps and compressors primarily for the medical technology, the plastic industry, the chemical and pharmaceutical industries as well as for cooling and tempering appliances. Founded as a manufacturer of piston pumps in 1909 in Nuremberg, today, the Speck group employs more than 560 staff members worldwide.

To gain an optimized overview on new and ongoing customer inquiries, Speck Pumpen has decided to introduce a CRM system. During the CRM decision process, we scored with more than twenty years of interface experience with abas ERP, the ERP system in use at Speck Pumpen. As a cooperation partner of the abas Software AG, we offer a standard interface that is easily and quickly configured and can be adapted to the individual needs of the company. In the near future, SMARTCRM will import customers, prospective customers, contacts, quotations as well as order backlog items, turnover invoice items and open items over the EDP interface. SMARTCRM will evaluate the figure material at different levels allowing employees to instantly call up needed analyses on their screens. The CRM system will also provide the forecasts that are particularly important for the mechanical engineering company.

Project management is one of the priorities of the CRM use at Speck Pumpen. In the future, all information on a project from start to finish will be documented in SMARTCRM, therefore guaranteeing a complete project history. In each project file, both the request and the complete further communication with the customer are stored. Moreover, the project volume and its probability can be seen immediately. The sales employee in charge can create an offer in abas ERP directly out of SMARTCRM over a button. After its creation, the offer as well as subsequent variants of the offer will be imported to the CRM system via the interface and each stored as a separate process in the project file. Follow-ups in SMARTCRM guarantee that every offer is covered. If an order is placed, it is automatically archived via the interface in the SMARTCRM project file after being created in abas ERP.

On the start screen of the CRM solution, the responsible employees will now have overviews of current customer inquiries, open quotations as well as quotations without follow-ups. Therefore, they have a complete overview of the ongoing projects.

The Speck group, consisting of three companies separated according to the different product groups, is a family-owned company in the mechanical engineering industry and produces pumps and compressors for industrial applications. Speck has been active in this market for more than 100 years and supplies its products to OEMs and system manufacturers in over 40 countries, whereat manufacturing is usually order-based. The specialized products are primarily used in medical technology, the chemical and pharmaceutical industries, cooling and tempering appliances and in the plastic industry. Speck is very export-oriented and employs over 560 employees worldwide. Beside its headquarter in Roth, Germany, Speck also manufactures products at its own facilities in China and operates distribution companies in France, Switzerland, Spain, Thailand, Taiwan, Australia and the United States.

LINK TO WEBSITE

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.

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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.
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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.

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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.

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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.

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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.

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- 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.
  
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- 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.
  
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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?
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.

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- 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.
  
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- 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.
  
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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.

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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.

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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.
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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.

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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.

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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.

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