SMARTCRM replaces existing CRM system at WEETECH


  • Manufacturer of test systems for cables, back planes, electronic parts and components


  • Replacement of the existing CRM system
  • Modules : Basis, Projects, Ticket, GeoMap, Exchange.Sync, Offline, App
  • 13 licenses
  • Interface to Microsoft Dynamics AX
  • Use in the sales and service departments

Requirements and project goals:

  • Central bundling of all customer information from the ERP and CRM in a single system
  • Convenient quotation preparation with Microsoft Word templates in the corporate design, illustrated product text modules and resubmissions for follow-up actions
  • Optimal connection of the field service employees as well as route planning using the CRM software
  • Documentation and evaluation of the service inquiries

We are looking forward to welcoming the WEETECH GmbH as a new customer. From now on, our CRM solution supports the employees in sales and service.

SMARTCRM replaces the existing CRM system

SMARTCRM replaces the previously used CRM software at WEETECH. The choice was preceded by an intensive comparison of different CRM systems. Key to the decision were the interface to the ERP system Microsoft Dynamics AX as well as an optimal quotation preparation tool.

Convenient quotation preparation and follow-up

Addresses as well as products for the quotation preparation are taken over from the ERP to the CRM system via the interface.

Due to automated quotation writing and tracking processes, SMARTCRM now allows WEETECH to reduce the workload and to significantly save time. SMARTCRM enables the storage of individual quotation templates. These guarantee a unified layout corresponding to the corporate design. WEETECH can store all products as text modules with description, pictures and prices in several languages in the CRM system. When writing a quotation, the sales employee simply selects the required product and SMARTCRM automatically inserts the text module in the appropriate language on the quotation template. If the quotation is created, then it is automatically saved in the customer electronic file and can be sent to each contact person per e-mail directly from the CRM system. Resubmissions in the CRM system remind the person in charge of the follow-up of the open quotations.

Always up-to-date even on the go

The field service employees do not have to forgo important CRM information when on the roads. The current CRM data are indeed always available either per online access via an app on their smartphones or tablets or offline on their notebooks, i.e. without Internet connection. .

In addition, SMARTCRM supports the employees in planning their customer visits. Thus, they can select all nearby customers thanks to the area search and visualize them for route planning directly in Bing Maps.

SMARTCRM supports hotliners

Moreover, SMARTCRM is used in the service department. Hence, the CRM system allows the service employees to see immediately the most important data concerning the caller thanks to the CTI function. The activity history shows them at a glance in which contact one stood with the customer in the past. From now on, all tickets are documented in the CRM system, so that they remain traceable at all times and to evaluate possible optimization potentials. For quick and competent customer care, frequently asked questions and solution options can be stored in a knowledge database in SMARTCRM and can be called by the service employees at any time.

The customer

The WEETECH GmbH with headquarters in Wertheim, Germany, and subsidiaries in the Netherlands, Italy, Asia and the USA, is a global system and development supplier for high-quality test solutions. For more than 40 years, the company has been developing and producing test systems for cables, back planes, electronic parts and components.

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?

    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.