02.04.2019

SMARTCRM scores with an interface to Infor and expertise

Krug + Priester relies on CRM in sales and marketing

Krug + Priester GmbH & Co. KG:

Manufacturer of shredders, paper cutters and air cleaners

SMARTCRM at Krug + Priester:

First introduction of a CRM system
30 users
Used by sales back office and field sales force as well as marketing (step 2)
Modules: Basis, Sales, Offline, Exchange.Sync, ERP.InforLN;
Step 2: GeoMap, Inxmail

Requirements and project goals:

Interface to ERP system Infor LN
Central database
Optimal communication between back office and field service
BI functionality

From now on, SMARTCRM supports sales back office and field force at Krug + Priester. We are looking forward to a new customer using Infor ERP. The company, located in Balingen, Germany, has been manufacturing shredders, paper cutters and air cleaner for more than 60 years on the brink of the Swabian Alb.

Till the CRM introduction, sales employees used to maintain their own customer and prospective customer databases and visit reports in locally stored Microsoft Excel spreadsheets. The sales field force, working from home, had no direct access to the ERP system as well as to the information captured in it. With SMARTCRM, this belongs to the past. In the decision-making process, we scored with our Infor interface and the necessary expertise as well as competent support through sales and project management. The pre-configured ERP interface was set up quickly and conveniently. SMARTCRM imports customers, products, invoice items, order backlog and open items over the interface. BI functionalities enable the extensive analysis of the figures at different levels, for instance, at customer level, with just a click. In addition, the field force has offline access to all central bundled CRM information and analyses whether on the go or working from home – and therefore knows which product a customer purchases, how turnovers develop or which agreement a customer has met with a colleague.

Support for field service will also come from the scheduled CRM functionality, route planning. Thus, the employees can select in SMARTCRM specialist dealers located within a given radius and visualize them in Bing Maps. There, the planning of the best route and the definition of a visit appointment in SMARTCRM.Organizer can be done.

The connection of the marketing department to SMARTCRM is planned in a second step. Indeed, in the implementation of their marketing campaigns, the marketing staff of Krug + Priester will sustainably benefit from our CRM system and its allocation of features, extensive selection options and standard interface to the email marketing tool Inxmail. Here, the CRM solution fulfills all requirements for privacy compliant marketing that have arisen in the framework of the General Data Protection Regulation.

Leader in shredders for the professional sector and small format stacking paper cutters
Founded in 1951
75 % export share
350 employees in Balingen, Germany, 450 worldwide
Sales offices in France, USA and Canada
140 country representatives worldwide
2230 retail partners in Germany
170,000 devices are manufactured in Balingen every year
785 different model variants can be produced

www.krug-priester.com

SMARTCRM.Projects
SMARTCRM.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.

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SMARTCRM.Inxmail
SMARTCRM.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.
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SMARTCRM.DMS

SMARTCRM.DMS

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.

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SMARTCRM.ERP
SMARTCRM.ERP
- 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.

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SMARTCRM.Exchange.Sync
SMARTCRM.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.

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SMARTCRM.Web
SMARTCRM.Web
- 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.

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- SMARTCRM.Sales
  SMARTCRM.Sales
  
  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.
  
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- SMARTCRM.Planning
  SMARTCRM.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.
  
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SMARTCRM.Basis
SMARTCRM.Basis
- 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.

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- SMARTCRM.App
  SMARTCRM.App
  
  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.
  
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- SMARTCRM.Offline
  SMARTCRM.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.
  
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SMARTCRM.Targets
SMARTCRM.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.

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SMARTCRM.GeoMap
SMARTCRM.GeoMap
- 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.

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SMARTCRM.TourPlanning
SMARTCRM.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.
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SMARTCRM.Ticket
SMARTCRM.Ticket
- 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.

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SMARTCRM.Machines
SMARTCRM.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.

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SMARTCRM.Competition
SMARTCRM.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.

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