The Salzburg Schokolade GmbH:
- Confectionery manufacturer
SMARTCRM at Salzburg Schokolade:
- First CRM implementation
- Modules: Basis, Sales, Exchange.Sync, Offline, App
- Connection to the ERP system JET ORBIT
- Use in sales field service and back office
Requirements and project goals:
- Central bundling of all customer information
- Improved communication between field service and back office
- Mobile order data capture
- Overview of sold goods in kg per customer
With the Salzburg Schokolade GmbH, we welcome another customer from Austria. From now on, SMARTCRM supports the sales processes of the confectionery manufacturer in the field as well as in the back office.
Convenient order entry directly at the customers’
Key in the CRM decision was the balanced price-performance ratio as well as the functional possibilities in the mobile CRM use. This is how Salzburg Schokolade wishes to optimize the communication between field service and back office. In the framework of their sales tours, the field service employees visit large distributors as well as small retail stores. The employees used to transmit the orders taken on-site by e-mail or by phone to the back office colleague in charge. The SMARTCRM.App enables the sales representatives to record their order items via smartphone or tablet directly in the CRM solution during their visit. All products manufactured by Salzburg Schokolade are deposited in SMARTCRM and as a result are conveniently selectable. Subsequently, the data are automatically transferred to the SMARTCRM main version and therefore available for the back office. The sending of tasks for further processing of the order to the colleague in charge also takes place directly in SMARTCRM. Following a visit, the field service documents the visit report centrally in the CRM customer file.
Up-to-date evaluations of the sales figures
In SMARTCRM, the product quantities ordered by a customer are also traceable in kilograms for the company. Salzburg Schokolade is able to identify trends early on and analyses its sales activities in comparison to the ones of the previous month or of the previous year and accordingly shape their sales work.
This also applies to turnover per customer, which is automatically imported to the CRM system from the ERP solution JET ORBIT and makes it available in current evaluations. Furthermore, this customer information is available to the field service at any time – both via online access using the SMARTCRM.App and offline using notebooks.