Electromobility is booming β and with it, the demands on efficient sales processes are also increasing. Chargebyte, a specialist for communication solutions in the field of charging electric vehicles, has therefore decided on a future-proof CRM solution: The Salesforce platform previously used was successfully replaced by Microsoft Dynamics 365 Sales β with the support of us as an implementation partner.
Salesforce Replacement in Favor of User-Friendliness and Integration
The desire for more clarity, automated workflows, and seamless integration into Microsoft Dynamics 365 Business Central (BC) led to the decision for Microsoft. The advantages were obvious: Dynamics 365 Sales is not only more attractive in terms of licensing, but also offers maximum flexibility for individually configured sales processes.
Automated Sales Processes as a Competitive Advantage
Special attention was paid to lead and opportunity management. New leads are automatically classified according to product groups and assigned to the appropriate sales staff. In addition, reminder workflows ensure automated offer tracking β depending on customer classification (A, B, or C customers). This ensures faster reactions, more deals, and significantly relieves the sales team.
Business Central Integration as a key component
Since Chargebyte already uses Microsoft Dynamics 365 Business Central as an ERP system, the decision for Dynamics 365 Sales was strategically sensible. The seamless interface enables a continuous process from initial contact to offer and order processing β without media breaks, without data loss.
Manage CRM Yourself β Even after the Go-Live
Another success: The complete administration of the solution is now in the hands of the internal Chargebyte team. Adjustments can be made without external support β a great advantage in the dynamic environment of electromobility.
“Dynamics 365 Sales has not only simplified our processes, but also gives us back control over our system β exactly what we were looking for,” says the project team at Chargebyte.
Conclusion: Scalable CRM for a Dynamic Company
With the replacement of Salesforce and the introduction of Microsoft Dynamics 365 Sales, Chargebyte has consistently digitized its sales processes. The close integration into the Microsoft world and the automation of central processes offer an ideal basis for further growth β quickly, efficiently, and future-proof.
Read more about the reference now: Chargebyte – Sales automation for electromobility