SMARTCRM replaces existing CRM system at WEETECH

The WEETECH GmbH:

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

SMARTCRM at WEETECH:

• 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.