Field report on the introduction of Dynamics 365 at ACP Cubido

 In CRM, Customer Experience, Microsoft, Reference, Sales Solution

CUBIDO is a specialist for analytics, software development and process automation. Together with its customers, CUBIDO develops customized software solutions, supports them in the collection, analysis and preparation of data of any kind or in the automation and optimization of their business processes.

CUBIDO has been using the CRM tool "Microsoft Dynamics" for years. In recent years, new services - especially in the areas of analytics and process automation - have been added to CUBIDO's portfolio. Due to this and also due to the significant growth of the company, a revision and adaptation of the sales and CRM processes became necessary.

The processes for capturing leads or opportunities had to be adapted to current requirements on the one hand and then mapped in the CRM tool. In particular, this also includes lead generation campaigns, which could not be adequately recorded up to now. With the revision and optimization of the processes and the CRM tool, a joint project was started that will be constantly expanded over the next few months. The goal was a coordinated sales process. This means, in addition to a more comprehensive customer database, a clear distinction between leads and opportunities, including a history of the last few years, appropriate reporting, and in the future also the mapping of the entire offer process from the workshop, to the project, and any follow-up projects.

Since Microsoft Dynamics 365 was already in use as a CRM tool, they wanted to continue using it. An enormous added value is the seamless integration with the entire Office 365 suite, including Outlook integration. "We chose primeone in particular because of their cloud expertise and we particularly liked the fact that primeone actively approached us with solution proposals. This made it easy to make quick decisions and thus stay within budget," says Lisa Fragner (Sales Assistant) at ACP Cubido.

It goes on to say: "primeone is the main contact partner with regard to the use of Dynamics 365. Consultation always takes place at eye level and we consciously take the path of reverting to best practices. It was also important for us to have a partner who brings other competencies in addition to Dynamics 365. For example, we are also looking for our own CPQ solution. Here, too, we were very well advised by primeone, which was able to show us which functions are still possible in the Dynamics standard, and where solutions such as Dox42 bring added value. All in all, we feel that we are in good hands in our cooperation with primeone.. You talk to real Cloud CX specialists from the very first minute, and that's even platform-independent."

Lisa Fragner

Sales Assistant


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