SMARTCRM in the sealing technology

The CRM software, SMARTCRM, supports the sales management at Hänssler Hydraulik GmbH as a central customer and information system. Since the company wanted to optimize the order tracking, the transfer of incoming order data and invoice outputs from the ERP system abas Business Software was an important reason for Hänssler to choose SMARTCRM. For the synchronization with abas ERP, SMARTCRM uses a bidirectional standard interface. As a longtime partner of ABAS AG, the CRM specialist possesses a great interface experience by which Hänssler was immediately convinced. The interface guarantees a central data storage. All employees can have access to any information at any time.

Wolfram Schmied, sales manager at Hänssler und his colleagues appreciate the support offered by the CRM solution: “There is a high acceptance of SMARTCRM in our company, all sales employees use the CRM system very intensely. SMARTCRM is for us THE communication platform, this is where all customer data are gathered.” If a customer or a prospect calls, thanks to the CTI function, SMARTCRM shows the employee the caller’s name as soon as the phone rings. With a click, the customer file opens including the complete activity history. So, the employee quickly obtains an overview and can deal with the caller’s matter competently. There are no long waiting loops at Hänssler. Finally, the call is documented in SMARTCRM and if necessary, can be accessed at any time. If tasks or appointments for employees or colleagues result as of the phone call, they are easily sent to SMARTCRM and displayed in the schedule. One of the features they particularly appreciate is the duplicate check. If a new address is created in SMARTCRM, the CRM system verifies automatically whether it already exists. Hence, it avoids that employees contact new customers multiple times and the customer acquisition is significantly simplified.

The created orders including the positions are transferred over the interface from abas ERP to SMARTCRM and archived there. Therefore, all orders are fully documented in the CRM software. The employees always keep in mind all incoming orders and outgoing invoices. Optimal tracking is then guaranteed.

Before Hänssler’s decision in favor of SMARTCRM, the company used to arrange figures from abas ERP in Excel files. This way, the preparation of sales statistics was laborious and time-consuming. In addition, many statistics were not significant enough to be used as basis for informed decisions. With SMARTCRM, this has changed: the CRM system imports via the interface sales figures from abas ERP and make them available in many daily evaluations. So, the sales employees always keep an eye on the turnover development of their customers. Sales declines are detected early allowing possible countermeasures. Evaluations can be invoked up to the product level, a great advantage for a company with a broad product range.