Sales automation for the electromobility of the future

End customer:
chargebyte GmbH

Implementation period:
2 months

Products:
Dynamics 365 Sales

The challenge

Chargebyte develops innovative communication solutions for charging electric vehicles - a dynamic, technology-driven environment with high demands on efficiency and scalability.

The lack of a connection to the ERP system Microsoft Dynamics 365 Business Central (BC), which was already in use, was particularly challenging. This meant that a consistent view of customers, quotations and orders was only possible to a limited extent - interfaces to Salesforce had to be operated manually or via detours. The aim was therefore to introduce a CRM system that is not only intuitive and flexible, but can also be seamlessly integrated into the existing Microsoft landscape.

However, as the company grew and demand increased, it became clear that the internal sales and marketing processes needed to be modernized, as did the solutions that Anaxco provides for its customers. Previously, lead tracking, offer tracking and customer communication were largely carried out manually - without a central overview or structured process. The aim was to establish a lean CRM solution that efficiently bundles lead management and marketing activities and fits in with the company's digital strategy.

Our solution

Together with primeone and BSH AG (BC partner), Chargebyte decided to introduce Microsoft Dynamics 365 Sales - with a focus on user-friendliness, automation and integration. The existing Business Central environment was actively used to create an end-to-end sales process - from lead capture to ERP transfer.

Core components of the solution:

  • Automated lead assignment: New leads are automatically assigned to the responsible sales employees based on product groups.
  • Reminder workflows: Depending on the customer classification (e.g. A, B or C customers), automatic reminder emails are sent for open offers.
  • Structured opportunity process: From the inquiry to the quotation to the system-supported transfer to Business Central - all steps were mapped digitally and standardized.
  • Salesforce replacement: The previous solution was completely replaced by Dynamics 365 - easier to use, cheaper to license and easier to integrate.

The focus was on:

  • Central management of leads and opportunities
  • Standardized sales processes with clear responsibilities and automated resubmissions
  • User-friendliness for rapid acceptance in the team
  • Agile implementation as part of the primeone Smart Start approach

Just a few months later - at the beginning of 2025 - the next expansion stage followed: the Dynamics 365 Customer Insights - Journeys app was implemented in just 6 weeks. The aim was to make marketing more data-driven, analyze touchpoints across all channels and manage campaigns in a targeted manner - in line with the BI and AI focus that Anaxco also pursues in its own solutions.

The results

With the new CRM solution, Chargebyte benefits from a fully digitalized sales process with a high level of transparency and automation. Thanks to the direct interface to Business Central, all relevant information is available across all systems - without any media disruptions.

Another advantage: since the go-live, the ongoing maintenance and administration of the system has been handled independently by the internal team - without external dependencies and with maximum flexibility in the event of changes.

The future prospects

Chargebyte plans to expand the solution even further in the future - for example by connecting additional communication channels in marketing or automating additional process steps in after-sales. The use of Power BI to evaluate key sales figures is also already being planned and is constantly being expanded. The basis for this further development has been laid with the integrated Microsoft platform.

Conclusion

With the replacement of Salesforce and the introduction of Dynamics 365 Sales, Chargebyte has found a CRM solution that fits its own requirements perfectly - easy to use, flexibly customizable and seamlessly integrated into the existing Microsoft environment. In collaboration with primeone and BSH AG, a system was created that not only works today, but also offers room for future growth.

Anaxco creates integrated sales and marketing processes with primeone and Dynamics 365

End customer:
ANAXCO GmbH

Implementation period:
6 weeks

Products:
Microsoft Dynamics 365 Sales (2024)
Customer Insight Journey (2025)

The challenge

As a digitalization partner for medium-sized companies, especially in the logistics sector, Anaxco offers a broad portfolio for process optimization with CargoSuite, the Customer Engagement Portal (CEP) and data-driven services such as business intelligence or AI-based route planning.

However, as the company grew and demand increased, it became clear that the internal sales and marketing processes needed to be modernized, as did the solutions that Anaxco provides for its customers. Previously, lead tracking, offer tracking and customer communication were largely carried out manually - without a central overview or structured process. The aim was to establish a lean CRM solution that efficiently bundles lead management and marketing activities and fits in with the company's digital strategy.

Our solution

In May 2024, Anaxco launched the introduction of Microsoft Dynamics 365 Sales together with primeone. The decision was deliberately made in favor of a system that integrates seamlessly into the existing Microsoft 365 infrastructure and at the same time meets the high requirements for data security, flexibility and scalability.

The focus was on:

  • Central management of leads and opportunities
  • Standardized sales processes with clear responsibilities and automated resubmissions
  • User-friendliness for rapid acceptance in the team
  • Agile implementation as part of the primeone Smart Start approach

Just a few months later - at the beginning of 2025 - the next expansion stage followed: the Dynamics 365 Customer Insights - Journeys app was implemented in just 6 weeks. The aim was to make marketing more data-driven, analyze touchpoints across all channels and manage campaigns in a targeted manner - in line with the BI and AI focus that Anaxco also pursues in its own solutions.

The results

With the new Dynamics 365 environment, Anaxco now has a modern, fully integrated CRM platform that structures sales, provides data-based support for marketing measures and focuses on customer centricity.

The sales team has a complete overview of leads, offers and activities at all times. At the same time, marketing campaigns can be controlled in a more targeted manner and evaluated using KPIs - in real time, centrally and system-supported

The future prospects

The introduction of Dynamics 365 Sales and Customer Insights - Journeys is not the end of a project for Anaxco, but a milestone on the way to an end-to-end digitalized customer process. Further automation, BI dashboards with Power BI and closer integration with other internal systems are planned for the future. Step by step, a consistent, scalable ecosystem for sales, marketing and customer support is being created.

Conclusion

By opting for Microsoft Dynamics 365 and working closely with primeone, Anaxco has created the basis for future-oriented customer relationship management in a very short space of time - efficient, expandable and fully integrated into the overall digital strategy.

Dynamics 365 Sales implementation for INCONSULT

End customer:
INCONSULT GmbH

Implementation period:
3 months

Products:
Microsoft Dynamics 365

The challenge

INCONSULT, a leading business consulting and IT services company, was faced with the challenge of replacing its existing proprietary app solution for managing sales activities and quotation tracking, as it no longer met the increased requirements. In order to meet these growing demands, two options were available: to expand the existing solution with additional functions or to switch to a cloud-based SaaS CRM solution.

Our solution

After a thorough evaluation, INCONSULT decided to introduce Microsoft Dynamics 365 Sales and chose primeone as its implementation partner. The decision in favor of Microsoft Dynamics 365 Sales was made quickly, as INCONSULT already had internal expertise in the further development of Microsoft solutions. primeone was selected because the company had extensive expertise in Dynamics 365 and understood INCONSULT's industry-specific requirements. The personal level of cooperation also played an important role.

The results

The primary aim of the implementation was to increase incoming orders by improving transparency in the acquisition process. Specific objectives included prioritizing opportunities, minimizing the effort involved in recording and tracking opportunities, supporting marketing, seamless integration into existing systems and a simplified handover process. The technical implementation was completed in just 15 days and the employees were trained on the new solution within 4 hours. This led to a significant increase in transparency and more efficient use of internal resources.

The future prospects

By introducing Dynamics 365 Sales, INCONSULT can further increase transparency in its sales processes. The central management of customer information facilitates collaboration within the team and enables a faster response to customer inquiries. In the long term, integration into existing systems will also further increase efficiency.

Conclusion

The choice of Microsoft Dynamics 365 Sales and the cooperation with primeone business solutions GmbH have proven to be extremely successful for INCONSULT. The combination of technical expertise, an understanding of industry-specific requirements and a collaborative partnership made all the difference. I would recommend INCONSULT to primeone at any time - both on a professional and human level.

CRM transformation at the European Handball Federation (EHF)

End customer:
European Handball Federation (EHF)

Implementation period:
6 months

Products:
Oracle Marketing Cloud (Eloqua & Responsys), Oracle Infinity Behavioral Intelligence, Oracle Identity, Oracle Integration and Process Cloud

The challenge

The COVID-19 pandemic posed major challenges for the sports industry, particularly in terms of communicating with the fanbase. The European Handball Federation (EHF ) faced an urgent need to restructure its digital processes in order to deepen its relationship with stakeholders and fans while continuing to grow the handball community in Europe.

The aim of the EHF was not only to strengthen contact with fans, but also to attract new fan groups. This was part of their master plan to promote handball as the number one team sport in Europe. The EHF's existing digital structures were primarily focused on match administration and business processes. A transformation under the motto "From stakeholder administration to fan service provider" was now on the agenda.

Our solution

Together with Oracle and ourselves, we implemented a comprehensive CRM system that serves as a hub for all fan and stakeholder data. The Oracle Marketing Cloud (Eloqua & Responsys) enables the EHF to segment fan groups in a targeted manner and design individual campaigns. By integrating Oracle Infinity Behavioral Intelligence, fan interests can be tracked and analyzed in real time to provide a personalized online experience.

Another important component is Oracle Identity Cloud, which provides a single sign-on platform that allows fans to move easily between different systems and platforms, making it much easier to cross-promote offers. Oracle Integration and Process Cloud was implemented to seamlessly connect the new cloud environment with EHF's existing on-premises infrastructure. This ensures that integrations can be provided within a few days and that data availability is always guaranteed.

The results

The new CRM platform acts as a central data source and enables the EHF to create personalized content for fans and communicate in a targeted manner via their preferred channels. New services such as a ticketing and accreditation system and a notification service for ticket sales were introduced to further improve the service for fans. The segmentation of fan groups and omni-channel marketing help the EHF to expand its reach and increase enthusiasm for the sport of handball.

The future prospects

With the Oracle Marketing Cloud and other integrated solutions, the EHF has created a future-proof platform that makes it possible to continuously optimize and expand fan communication. The next step is to expand the fan service offerings and introduce additional personalized features to further increase customer satisfaction and take the fan experience to the next level.

Conclusion

Thanks to the close cooperation with us and the implementation of the Oracle Cloud solutions, the EHF was able to create a central platform that significantly simplifies the management and analysis of fan data. This comprehensive CRM solution not only helps the EHF to increase its fan base, but also to ensure personalized and direct communication with fans and stakeholders. The EHF is now ideally positioned to further promote handball in Europe and future-proof its digital processes.

Sales process optimization at ACP CUBIDO with Microsoft Dynamics 365 and dox42

End customer:
ACP Cubido GmbH

Implementation period:
8 weeks, continuous optimization in sprints

Products:
Microsoft Dynamics 365 Sales Hub, dox42

The challenge

ACP Cubido specializes in analytics, software development and process automation and has been using Microsoft Dynamics as a CRM tool for several years. Due to the strong growth and expansion of the service portfolio, particularly in the areas of analytics and process automation, it was necessary to adapt the sales and CRM processes. One of the biggest challenges was the capture and management of leads and opportunities as well as the automation of the quotation process.

Our solution

Together with ACP Cubido, we have launched a comprehensive project to optimize the sales process. In addition to expanding and customizing Microsoft Dynamics 365 Sales Hub, we integrated dox42 to automate the entire quotation process and create individualized quotations quickly and efficiently.

Dynamics 365 Sales Hub served as a central platform for recording and managing customer data and for tracking leads and opportunities. A particular focus was on expanding the customer database and mapping the entire sales process - from lead generation to project development and follow-up projects. Through integration with Microsoft Office 365, in particular Outlook, we were able to ensure seamless synchronization and data updates in real time.

The introduction of dox42 made it possible to fully automate the quotation process. Not only were standard offers created more efficiently, but also individual offers tailored to customer needs. Thanks to the seamless integration of dox42 into Dynamics 365 Sales Hub, the relevant data could be automatically transferred to the quotation templates and generated at the touch of a button. This led to significant time savings and increased accuracy in the creation of quotations.

The results

By combining Dynamics 365 and dox42, we were able to significantly optimize the sales process at ACP Cubido. The customer database has been expanded and the quotation process has been automated. The advantages lie not only in the faster creation of quotations, but also in the ability to tailor them to the individual needs of customers, which has significantly improved the quality and professionalism of the quotations.

Thanks to automation with dox42, repetitive tasks were eliminated, resulting in significant time savings and greater accuracy. The error rate in quotation preparation decreased and employees were able to focus more on strategic and customer-oriented tasks.

The future prospects

In addition to the successful implementation of Microsoft Dynamics 365 Sales Hub and the automation of the quotation process with dox42, together with ACP Cubido we are already looking at future optimizations in the area of marketing automation. One promising approach is the integration of Dynamics 365 Customer Insights. This solution makes it possible to combine customer data from various sources and gain deeper insights into customer behavior and needs.

By using Dynamics 365 Customer Insights, ACP Cubido will be able to develop targeted marketing campaigns based on accurate data and analytics. This will not only improve the efficiency and effectiveness of marketing, but also create personalized experiences for customers. The combination of sales and marketing data will enable ACP Cubido to better understand the entire customer lifecycle and ensure a seamless customer journey.

Conclusion

Our collaboration with ACP Cubido shows how crucial it is to automate and continuously improve existing processes. By integrating dox42 with Dynamics 365 Sales Hub, we were able to create a solution that not only increases efficiency, but also provides the ability to create customized quotes quickly and error-free. This solution gives ACP CUBIDO complete control over the sales process and enables the company to respond flexibly and professionally to customer needs.

Digital sales and marketing at öGIG with Oracle CX Cloud

End customer:
Österreichische Glasfaser-Infrastrukturgesellschaft (öGIG)

Implementation period:
4 weeks for phase 1, ongoing optimization

Products:
Oracle CX Cloud (Marketing, Sales & Service Cloud)

The challenge

The Austrian Fiber Optic Infrastructure Company (öGIG) was founded in 2019 to provide rural and poorly developed regions in Austria with fiber optic infrastructure. As a young company, öGIG faced the challenge of establishing a CRM system from scratch that would map all processes in sales, marketing and service.

"The biggest challenge was definitely time." Explains Roberto Pericproject manager at öGIG: "Processes for marketing, sales and service had to be defined and the selection process for a CRM system started within a short period of time. A tight schedule and quick decisions were crucial in order to realize the planned go-live in October 2021.

Our solution

We supported öGIG with the introduction of Oracle CX Cloud, which covers all key CRM areas - marketing, sales and service. The GDPR compliance functions, usability and future-proofing of the application were particularly decisive factors in the choice of this solution. But the decisive factor was the close cooperation with us as the implementation partner. Our ability to set priorities quickly and develop efficient solutions was crucial to the success of the project.

In the first project phase, an essential set of CRM functions for sales was implemented within just 4 weeks. As a result, öGIG was able to quickly drive forward marketing and sales in the municipalities. The second phase involved implementing the marketing functions and other sales processes, including connecting the website for an automated ordering process.

Special requirements
Offline functionality was a special requirement, as there is poor network coverage in some regions of Austria. Here we were able to support öGIG with the native Oracle app, which enables employees in the field to enter important data even without a network connection.

The results

By implementing Oracle CX Cloud, we were able to put öGIG in a position to digitize sales and marketing within a very short time. The first go-live within just 4 weeks enabled the team to launch and scale the sales campaigns more efficiently. The system not only supports öGIG in sales, but also offers comprehensive customer support from the first contact through to order confirmation thanks to the marketing and service functions.

With seamless integration into the existing IT infrastructure, the öGIG team was also able to implement the automated order flow, which enables customers to confirm their orders quickly and easily.

The future prospects

Following the successful introduction of the first functions, we are working with öGIG on the connection of further IT systems and on the continuous optimization of the solutions. A central point is the integration of further discount and reporting tools as well as the further development of service processes through the introduction of a ticketing system.

Conclusion

The cooperation between öGIG and us has shown how important it is to implement efficient CRM solutions within a short period of time and at the same time develop them further in the long term. With Oracle CX Cloud, we have created a future-proof solution that supports öGIG in the areas of sales and marketing as well as service. Thanks to the close and cooperative partnership, we were able to ensure that öGIG will continue to benefit from the latest technologies in the future in order to successfully achieve its goals.

Success story: 360-degree customer view at the Verkehrsbüro Group

Verkehrsbüro Group:
Verkehrsbüro Group

Implementation period:
3 months

Products:
Oracle Customer Data Management, Oracle Integration Cloud

The challenge

The Verkehrsbüro Group, a leading tourism provider, faces the challenge of efficiently managing and analyzing the data of its customers and business partners in an increasingly digitalized world. With digitalization, customers are leaving digital traces on more and more platforms, such as social media and booking portals. At the same time, the Verkehrsbüro Group is collecting more and more data in its own systems, such as CRM, ERP and the web store. This multitude of data sources made it difficult to ensure a uniform and up-to-date view of customers.

Manual data entry and maintenance became increasingly unbearable in view of the volume, speed and variety of data. At the same time, the industry was in a phase of reduced investment due to COVID-19, which further increased the need for an efficient and cost-saving solution.

Our solution

To meet these challenges, we have developed a 360-degree customer view together with the Verkehrsbüro Group. With the help of the Oracle Customer Data Management Platform and the Oracle Integration Cloud, we were able to develop a solution that merges customer data from different sources, identifies duplicates and creates golden records. This comprehensive and up-to-date view of the customer enables the Verkehrsbüro Group to better serve its customers and business partners and offer customized services.

The Oracle Cloud not only offers powerful data management functions, but also makes it possible to replace the manual maintenance of customer data through automation. In just 3 months, we were able to implement a platform that brings together all relevant customer data and provides a clear, up-to-date view of each customer.

The results

The implementation was extremely successful and the Verkehrsbüro Group was impressed by the short turnaround time of just 3 months. The new platform enables the company to manage customer and business partner data efficiently, eliminate duplicates and create reliable golden records. The platform provides a solid basis for reacting more quickly to customer requirements and making data-based decisions in the future.

The future prospects

The successful introduction of the Oracle Customer Data Management Platform and the Oracle Integration Cloud is just the beginning. Together with the Verkehrsbüro Group, we will tackle the next step: the further optimization and expansion of the platform in order to offer even more targeted customer services and personalization. The next steps will be aimed at further improving data integrity and integrating additional automation processes to increase efficiency even further.

Conclusion

The cooperation with the Verkehrsbüro Group shows how important it is to have a powerful and flexible platform for customer master data management. By using the Oracle Customer Data Management platform and with our support, the Verkehrsbüro Group was able to gain a complete and up-to-date view of its customers. This solution forms the basis for future-oriented customer service that focuses on data and efficiency.

Optimization of sales processes at Greentube through Dynamics 365 Sales Hub

End customer:
Greentube Internet Entertainment Solutions GmbH

Implementation period:
2 months

Products:
Dynamics 365 Sales

The challenge

In digital sales, the process can be far more complex than in traditional retail sales. At Greentube, the conclusion of a contract is often only the first step, while the actual sales and marketing of the products take place during ongoing operations. The challenge was to efficiently coordinate the various sales levels and fields of action and to digitize the internal documentation and sales processes. With a growing number of B2B customers, it was crucial for Greentube to maintain an overview of sales information and to manage processes centrally and efficiently.

Our solution

After an intensive selection process, Greentube decided to introduce Dynamics 365 in collaboration with us. The implementation of the Dynamics 365 Sales Hub enabled Greentube to control the entire sales process centrally and manage all relevant information about customers and potential customers in one place.

For Greentube, it was crucial to have an experienced partner at their side who could guide them through the project with the right questions. With our expertise, we were able to ensure that Greentube's specific requirements for the standard software were implemented in the best possible way. Dynamics 365 also offers the flexibility to adapt the solution quickly and intuitively, which was very important for the digitalization of the sales structures.

The results

The introduction of the Dynamics 365 Sales Hub has helped Greentube to centralize sales information and optimize internal processes. The sales department is now able to efficiently collect and analyze customer-related data and integrate it into the sales process. In addition, the solution enables better tracking of leads and analysis of customer and performance data to make informed decisions.

The future prospects

As a next step, Greentube plans to implement the Dynamics 365 marketing solution to unify the sales and marketing processes on a common database. This integration will help Greentube to manage all information about potential customers in one place and increase the efficiency of its marketing activities. The aim is to further improve customer loyalty and make digital sales even more targeted and successful.

Conclusion

The collaboration with us and the introduction of Dynamics 365 have enabled Greentube to successfully digitalize its sales structures and create a central platform for managing sales information. With the planned addition of the marketing solution, Greentube will be able to gain even more comprehensive insights into the behavior of potential customers and make the entire sales process more efficient.