Walther Systemtechnik GmbH, founded in 1974, is a system provider in the sector of dosing and application technology. The medium-sized company extracts and processes various material such as oils, fats, adhesives, paints, preservatives and silicones. Walther is also very intensively engaged in the manual and automatic application of special paints which are used among other things for noise insulation in the automotive sector.
Before the CRM implementation, the sales staff worked with Microsoft Excel spreadsheets which is often time-consuming. In addition, they could only be locally saved and sent per e-mail. This is why employees often had to request the information they needed from colleagues. SMARTCRM should reduce this effort and simplify sales processes. Thus, the CRM solution centrally provides all employees with important information. Field staff can access the CRM system even offline. Visit reports are documented directly in the CRM system and automatically transferred to the main system. This means that the information entered on the road is also promptly available to the office staff. Appointments made by the sales staff are also recorded centrally in the Organizer, so that, for instance, the office staff is kept informed about which visits are currently being made by their colleagues in the field.
SMARTCRM supports also the company at trade fairs. Thanks to the business card scanner, the sales employees can easily and timely capture prospective customers ’data right at the fair stand as well as immediately send handouts to prospects per e-mail.
Whereas Walther used to prepare sales figures in Microsoft Excel spreadsheets, SMARTCRM will in the future make current analyses available on the screen at the press of a button. The CRM system imports figures over interfaces to family ERP and DATEV and evaluates them at various level. For instance, employees can see products purchased by a customer at the press of a button, if required also in relation to products sold within a sales territory or receive sales figures compared to the previous year. This makes it easier to exploit cross-selling potentials and identify trend changes early on.
In a next step, Walther would like to use SMARTCRM in the service department as well. This way, all steps of a complaint from the notification to the resolution can be managed and analyzed in the CRM system.
