Georg UTZ
Implementing Microsoft Dynamics 365 Sales let Georg UTZ digitise its sales processes, improved customer relationship management, and increased the sales team's efficiency.
Georg UTZ, a manufacturer of reusable packaging
Georg UTZ manufactures reusable plastic packaging systems for transport, storage, and intralogistics, as well as technical components used in professional industrial applications.
Project Description
The project covered the implementation of Microsoft Dynamics 365 Sales modules for several dozen users. The solution covered customer-base management, preparing quotes, handling sales orders and invoices, monitoring customer activity, registering leads, and reporting on sales visits and meetings.
Challenge
Georg UTZ needed a modern CRM system to centralise customer data, streamline sales processes, and manage commercial relationships better. Increasing the transparency of sales activities and automating the sales team's daily work were also important goals.
Solution
ANEGIS carried out a requirements analysis and a GAP analysis, prepared functional documentation, and implemented Microsoft Dynamics 365 Sales. The project covered system configuration, development of the necessary functionality, solution testing, and user training concluded with acceptance testing.
Benefit
Microsoft Dynamics 365 Sales streamlined management of the sales process, gave full access to information on customers and ongoing sales activities, and increased the sales team's efficiency through centralised data and the automation of key CRM processes.
Let's see how Dynamics 365 can transform your business
We implement, develop, and maintain Microsoft systems: from finance and operations to data and AI. Let’s start with a free consultation about your current situation.
A clear, structured path for change in your company
Switching systems doesn't have to mean chaos. We guide you through four simple steps,ensuring that at every stage, you know exactly what is happening, why it’shappening, and what comes next.
Needs analysis
We get to know your situation, processes, and goals.Together, we determine what needs to change and how we will measure the successof that change.
Choosing the right solutions
We recommend the scope, path, and variant, always startingwith standard options. You make your decisions based on facts, notassumptions.
Roadmap
Schedule, budget, roles, and decision gates. Everyone knowswho is responsible for what and when decisions are made.
Implementation and monitoring
We implement in stages, incorporating testing and risk management, and once live, we stabilize thesystem and transition to ongoing support.
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Let's talk about your project
Let us know what you need: implementation, migration, system development, or a question you’re looking to have answered. We’ll get back to you with a concrete proposal for the next step - not a sales pitch.
