Introduction of Dynamics 365 at E.Hartner

 In CRM, Customer Experience, Marketing Solution, Sales Solution

After we as primeone were able to successfully complete the Dynamics 365 project with the company E.Hartner after just 2 months of implementation, this was reason enough to talk in more detail about the motives and experiences.

Why did you choose Dynamics 365?
"We were looking for an integrated data platform for all customers. With the Dynamics 365 data platform, we want to build a 360-degree view of our customers in the future. In the first step, we map the customer's sales process (lead process and sales opportunities). In the next step, we will also map the marketing. Communication with customers via Outlook, lead tracking after events and lead generation actions via digital campaigns will be handled via Dynamics 365 in the future. Everything is possible on one platform, which tipped the scales for us. The possibility of integration with our ERP system, based on the Microsoft Power platform, was also a big plus. We have all the important information available in Dynamics 365. In addition, we were looking for a software that is always up to date and does not cause any costs for IT infrastructure, because as an SME we no longer want to operate our own IT."


Why did you choose primeone business solutions?
"It was important for us to have a partner at eye level. The process analysis, concept creation, specifications, customising, development, training, project management and application management should come from a single source. From the very first meeting it was clear to us that primeone's consultants know Microsoft Dynamics 365 inside out, know what is standard, how far customising can go and when additional development services are required. In the end, we were able to complete the project on time and on budget, which was not foreseeable beforehand, but is once again proof for us that we were right in our decision.


How did the CRM introduction work for you?
"In contrast to a new accounting system, with which only the finance department has to familiarise itself, the CRM introduction affects almost all employees of our company and therefore not only had to be thought about and planned holistically from the very beginning, but also implemented. This is where the professional process consultant came into play, which we found in primeone business solutions. Throughout the project, primeone took on the role of a guide that helped us to achieve the goal of a successful CRM introduction. We started with a survey and detailed analysis of the current situation, followed by the creation of a specification sheet. During the implementation itself, it was particularly important for us to involve our employees and to receive direct feedback. After just 2 months, we were able to take over the first steps ourselves and are now tackling marketing as the next step.

Says Michael Hartner - CEO - E. Hartner & Co GmbH

Recommended articles