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Introduction of a CRM system
Project duration: 4 months
Brief description
PTA introduces Dynamics 365 Customer Engagement as a CRM system that maps the customer's entire sales process from solar contracting to installation. The result is the standardization of the processes as well as the central and transparent mapping of the entire Communication with customers and solar installers. The new CRM system operated in the cloud was set up in such a way that further processes can be implemented in the future. Depending on the service, other requirements or specifications can be taken into account in the process.
Supplement
Before implementing the solution, PTA conducted an initial workshop. In the course of the workshop, both the actual process within the scope of energy services and the newly defined target process were recorded and the focus was placed on the customer. An important prerequisite for the success of digitization in the company is that employees are taken along. In order to achieve the best possible result, several employees from different departments took part in the workshop. This made it possible to work out the target wish in the course of an event storming session as a template which can then be transferred into a system.
Subject description
The starting point for the project was the so-called solar contracting. This allows interested parties to lease solar systems if they do not wish to make the investments required for such a system. The owner of the plant remains the municipal utility. Previously, solar contracting customers were managed using an Excel spreadsheet. With a suitable CRM system, the possibility was now to be created to concentrate more on the customer and his satisfaction.
Overview
- Industries energy
- Specialist tasks BPM: process design, BPM: process realization, contract processing, Customer Relationship Management (CRM), Lead Management, Opportunity Management, sales and distribution, sales support
- DV tasks standard software launch
- System environment Cloud Computing
- Procedure model agile software development
- Development/ test tools MS Visual Studio
- Standard software Microsoft Dynamics CRM
Project period17.09.2018 - 31.01.2019
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D-68165 Mannheim
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