Central CRM for Sales and Customer Processes

Efficiently manage sales processes, customer inquiries, and campaigns in one platform.

Starting situation

At STACKIT, part of the IT organization of a large European retail company, the expansion of cloud and colocation services created the need for structured management of customer inquiries and sales processes.

Based on the existing Microsoft infrastructure, it was decided to implement a CRM system that creates transparency and specifically supports sales.

Challenges

Groups of four are working on a common project.

Centralize sales processes

Different requests and processes had to be merged into one system.

A young man is sitting at a computer in an office, programming.

Integration of existing systems

Integration of the CRM solution into the existing Microsoft system landscape.

A young man is sitting at a computer in an office, programming.

Create a clear structure for leads & opportunities

Illustration of the entire sales process from inquiry to closing.

Groups of four are working on a common project.

Separation of business units

Differentiating Sales Processes between Cloud and Colocation.

A young man is sitting at a computer in an office, programming.

Hot-swappable introduction

Implementation without affecting existing processes.

A young man is sitting at a computer in an office, programming.

Ensure acceptance and usage

Introduction of a system that is actively used by sales representatives.

Solution

People stand in thick winter clothing in a queue in front of a building.
  • Introduction of Microsoft Dynamics 365 for centralized control of sales processes
  • Implementation of structured lead and opportunity management
  • Integration of Contact Forms for Automated Lead Generation
  • Building Dashboards for Sales Reporting and Transparency
  • Link to SharePoint for document management
  • Implementation of Campaign Management and Marketing Processes

What our expert says

Jens Matt
Senior Consultant

„Even as a startup, STACKIT had a clear vision, and the internal sales and marketing processes were systematically supported by the CRM. It's inspiring to see what STACKIT is doing today.“

Jens Matt

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