In contrast to specialized systems such as accounting, the introduction of a CRM system affects almost all departments of a company. At E. Hartner, the new CRM therefore had to be planned and implemented holistically in order to take into account the requirements of all employees. The aim was to create an integrated data platform that would enable a 360-degree view of customers and at the same time be cost-efficient, as the company did not want to operate its own IT infrastructure.

Together with us, Dynamics 365 was selected as the central platform to map all important customer processes. The implementation process began with a detailed analysis of the current situation and the creation of a specification sheet. By comprehensively involving the employees from the outset, E. Hartner was able to ensure that the CRM solution was optimally tailored to the needs of the users.

We took on the role of a guide during the project and provided support in the areas of process analysis, concept creation, customizing, development, training and project management. After just 3 months, E. Hartner was able to carry out the first steps in CRM use independently. The lead process and sales opportunity tracking were the first modules to be implemented, while marketing was integrated as the next step.

The implementation of Dynamics 365 has enabled E. Hartner to create an integrated platform that fully maps the sales process and will also include marketing communications in the future. Seamless integration with Outlook and the tracking of leads by event and digital campaigns means that all customer-related activities can be managed efficiently.

In the next step, E. Hartner plans to handle marketing via Dynamics 365 in order to obtain a 360-degree view of customers and prospects. The platform offers all the necessary tools to centrally manage communication, lead generation and sales opportunities without having to operate additional IT infrastructure. This will help E.Hartner to further strengthen customer relationships and streamline internal processes at the same time.

The introduction of Dynamics 365 at E. Hartner was a complete success, which was largely made possible by the close cooperation with us. From process analysis to implementation and employee training - we were a reliable partner at every stage of the project. The solution has enabled E. Hartner to manage its sales and soon also its marketing digitally and efficiently, which will ensure the company's long-term success.