Eisen Knorr AG:
- Wholesaler for warehouse, business, office equipment, tools
Requirements and project goals:
- Mid-sized CRM provider
- Planning at product groups level
- Fully developed interface to Microsoft Dynamics NAV
- Convenient functions for planning and managing of field tours
SMARTCRM at Eisen Knorr:
- First implementation of a CRM system
- Modules: Basis, Sales, Planning, Tour planning, GeoMap, Exchange.Sync, Offline, App
- 30 licenses
- Connection to Microsoft Dynamics NAV
- Use in sales field service and back office
From now on, Eisen Knorr AG sales employees are supported by our CRM solution SMARTCRM. In addition to the functional requirements, the choice of a mid-sized CRM provider was key in the decision for Eisen Knorr AG. Since they were looking for collaboration and competent support at eye level. As a CRM manufacturer with a focus on SME companies in industry and wholesale, SMARTCRM was able to completely fulfill this requirement and is therefore the right partner for Eisen Knorr.
In addition, Eisen Knorr chose to implement SMARTCRM since on one hand the previous planning software has just been replaced and on the other hand the planning of tours should be optimized. Our CRM system scored with the module SMARTCRM.Planning that can be adjusted to the company’s requirements beyond the standard. Thus, Eisen Knorr will directly plan the customer turnovers on the merchandise or product groups’ level in the CRM system. For optimal sales management, SMARTCRM provides the sales figures out of Microsoft Dynamics NAV via an interface and evaluates them at different levels. Therefore, sales and controlling departments are kept informed at any time whether there is any deviation and this way can early react and if necessary realign processes.
In a near future, SMARTCRM will support the Eisen Knorr field service in planning their tours. The employees visit their customers on a defined visit frequency and weekly plan the visits of the relevant plumbers. In SMARTCRM, all customer addresses are assigned to a tour. This way, the field service staff can easily call up the planning tour and select the addresses to be visited. These can be additionally visualized in Bing Maps to determine the appropriate route. During the subsequent return to the CRM solution, appointments and activities can be automatically generated for later documentation. Overviews on the CRM start screen of the sales representatives will remind you of overdue appointments in the future and will provide a panoramic view of the upcoming and past tours.
While on the tour, all important CRM information is available offline to the employees on their notebooks or online on mobile devices with SMARTCRM.App. If a plumber orders merchandise while the sales representative is visiting, then the field service employee can send the corresponding order confirmation task directly in the CRM system to the back office employee in charge.