Central, transparent, efficient: Schmidt-Gevelsberg modernizes its sales department

Schmidt Gevelsberg Logo

End customer:
SCHMIDT-GEVELSBERG GMBH

Implementation period:
2 months

Products:
Microsoft Dynamics 365 Sales

The challenge

Schmidt-Gevelsberg is a medium-sized company with an established and successful sales department. However, with the increasing complexity of customer requirements, decentralized information management in Excel lists and various isolated solutions for appointments, quotations and customer histories, the sales department was reaching its organizational limits. Important customer information was spread across different systems, there was a lack of transparency for management and cooperation between the office and field sales teams was not optimally coordinated.

The challenge was to transfer this loosely distributed data and working methods into a central, digital environment that would make sales more efficient, transparent and usable across teams - without burdening ongoing operations. At the same time, a solution had to be found that would be productive quickly and accepted by the users.

Our solution

Together with the Schmidt-Gevelsberg team, we introduced Microsoft Dynamics 365 Sales as the central CRM system. We deliberately chose a solution that would fit in with the existing Microsoft environment (Microsoft Business Central was also already in use) - including Outlook integration - to ensure high user acceptance and a seamless introduction.

The project approach was based on an early, practice-oriented start, in which the most important sales processes were quickly mapped and made directly usable in day-to-day business. These included

  • Central recording and maintenance of customers, contacts and activities
  • Uniform lead and opportunity management
  • Automated filing of emails and appointments directly from Outlook
  • Structured, AI-supported customer histories

One particularly innovative element was the digitalization of visit reports: field staff record notes by voice input directly during the customer visit. These are automatically structured and stored in the CRM - a big step away from paper-based reports and Excel lists.

Employees were specifically involved and supported by an accompanying training and communication concept - a decisive factor in the high level of acceptance and successful rollout.

The results

The introduction of Dynamics 365 Sales has brought measurable improvements in several areas at Schmidt-Gevelsberg:

- Centralized information: Customer and sales information is now available in one place - up-to-date, traceable and accessible for all relevant roles.

  • Efficiency in everyday life: Automatic filing of e-mails, appointments and activities as well as mobile visit reports have significantly reduced manual effort.
  • Better collaboration: back office and field service work with the same database, which leads to clearer handovers and less loss of information.
  • High user acceptance: Thanks to a pragmatic project approach and targeted training, Dynamics 365 Sales is quickly productive in use and is experienced as real added value.

All in all, the company has laid the foundation for modern, data-driven sales management that reduces administrative tasks and measurably increases sales performance.

The future prospects

For Schmidt-Gevelsberg, the introduction of Dynamics 365 Sales is the starting point of a long-term digital sales and marketing strategy. Planned further developments include:

  • Marketing automation with Dynamics 365 Customer Insights - Journeys to build personalized communication and lead-nurturing processes.
  • Automated quotation and document creation using dox42 to further reduce process times and ensure consistent brand communication.
  • The continuous use of AI functions to obtain even better predictions for forecasts, customer behavior and activity prioritization.

This ensures that Schmidt-Gevelsberg not only works efficiently today, but is also able to react flexibly to market requirements tomorrow.

Conclusion

With the help of primeone, Schmidt-Gevelsberg has successfully completed the transformation to a digitally networked sales organization. The introduction of Microsoft Dynamics 365 Sales not only addressed existing challenges, but also changed the way sales works in the long term - towards greater transparency, efficiency and teamwork. The pragmatic project approach, the well thought-out integration into existing systems and the early involvement of users created a solution that works in everyday life and delivers real added value.

A personal statement illustrates the appreciation within the project:

"We are on the home straight, but I still need some practice in how and where I move in the sales environment. But I have a really great mentor in Dominik. I have rarely experienced his calm and understanding way of explaining things to someone and finding solutions for people from the 'non-IT world'."

- Anette Eberhardt, Sales

Optimization of customer service at ORS with the Oracle Service and Integration Cloud

ors logo

End customer:
ORS (Österreichische Rundfunksender GmbH & Co KG)

Implementation period:
4 months

Products:
Oracle Service Cloud, Oracle Integration Cloud

The challenge

ORS (Österreichische Rundfunksender GmbH & Co KG), operator of the digital TV platform SimpliTV, was faced with the challenge of modernizing its customer service and linking its various internal systems and applications. The aim was to create a platform that improves customer service by processing inquiries faster and providing a centralized view of customer interactions.

The complexity of the project consisted of integrating the large number of existing on-premise and cloud applications into the new system to ensure a seamless flow of information.

Our solution

Together with us, the Oracle Service Cloud was implemented as the central platform for SimpliTV 's customer service. This solution enables the ORS team to manage customer inquiries efficiently by recording and processing all interactions centrally.

The Oracle Integration Cloud played a decisive role in linking 55 different interfaces between existing on-premise and cloud applications. These integrations ensure that data from different sources flows smoothly and is available to the customer service team in real time. This enables faster and more accurate processing of inquiries and significantly improves customer satisfaction.

The results

The implementation of the Oracle Service Cloud has significantly improved customer service for SimpliTV. The integration of the numerous interfaces enables the service team to access all relevant information without having to switch manually between different systems. This results in faster processing times for customer inquiries and more consistent communication with customers.

The future prospects

With the successful introduction of the Oracle Service Cloud and the seamless integration of the various systems, ORS will be able to further optimize its customer service and increase internal efficiency at the same time. Further automation is planned for the future in order to further improve customer service and create an even more comprehensive 360-degree view of customer interactions.

Conclusion

The collaboration between ORS and us has shown how important an integrated and scalable platform is for modern customer service. By implementing Oracle Service Cloud and Oracle Integration Cloud, we were able to create a centralized platform that not only improves SimpliTV's customer service, but also increases internal collaboration and efficiency.

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.

Vienna Airport increases efficiency with dox42 and Microsoft Power Automate – A solution by primeone

vie logo

Implementation partner:
primeone & ACP

Implementation period:
2nd half of 2023 (4 months)

Products:
dox42 and Microsoft Power Automate

The challenge

Vienna Airport was faced with the challenge of making the increasingly complex tendering process more efficient. Until now, standard documents were created manually, which was both time-consuming and prone to errors. The manual effort caused delays and a high error rate, which impaired the efficiency of the entire tendering process. It quickly became clear that automation was required to optimize the processes and increase the quality of the documents.

Our solution

As an implementation partner, we at primeone worked closely with ACP to drive forward the automation of document creation with the help of dox42 and Microsoft Power Automate. Our aim was to support Vienna Airport in modernizing its document processes and at the same time ensure seamless integration of the new tools into the existing IT infrastructure.

dox42 makes it possible to create dynamic document templates that are automatically filled with variable data to ensure consistent and error-free documentation. Microsoft Power Automate supports the automation of workflows, from the generation of documents to their distribution and archiving. Thanks to the close integration with the airport's SharePoint environment, we were able to ensure efficient and smooth automation.

To ensure the successful introduction of the new tools, we worked with ACP to provide extensive training and workshops for airport employees. Our approach was to involve employees at an early stage and ensure that they not only understood the new work processes, but were also able to use them effectively.

The results

By implementing dox42 and Microsoft Power Automate, we were able to reduce the processing time for tender documents by a factor of 5. The automated creation of the documents also led to a considerable reduction in the error rate, which significantly improved the quality and consistency of the tenders. These efficiency gains have made the day-to-day work of airport employees much easier, as they have been relieved of time-consuming, manual tasks and can concentrate more on strategically important activities.

Our solution not only led to faster and error-free document creation, but also to greater employee satisfaction. The new tools and workflows have noticeably reduced the workload and contributed to a tangible increase in efficiency.

The future prospects

Due to the success of this project, Vienna Airport is already planning to extend the automation solutions to other business areas. Together with the airport, we are examining how the positive effects of dox42 and Power Automate can also be transferred to other processes, such as contract management in the HR area. The gradual expansion to other departments is already being planned.

Conclusion

Our successful cooperation with Vienna Airport shows how important it is to offer customized solutions for complex business processes. With our expertise and experience, we were able to support Vienna Airport in the modernization and automation of its document creation and management. Thanks to the seamless integration of dox42 and Microsoft Power Automate, we were not only able to increase efficiency, but also improve the quality of the tendering processes.

Our partnership-based approach, regular feedback loops and the iterative further development of the solution ensure that Vienna Airport will continue to benefit from the latest technological developments in the future. We at Primeone are proud to have accompanied Vienna Airport on this journey and look forward to continuing to develop innovative solutions for our customers in the future.

Dynamics 365 Sales implementation for INCONSULT

inconsult logo

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.

Central data management and target group approach at the Wien Holding Group with Dynamics 365 Customer Insights – Journeys

Implementation partner:
Wien Holding Group

Implementation period:
4 months

Products:
Microsoft Dynamics 365 Customer Insights – Journeys

The challenge

The Wien Holding Group, a major company in Austria, was faced with the task of creating a central platform for managing its 3,784 employees, customers and partners. Previously, this data was spread across different systems and departments, which made efficient use and targeted communication difficult.

The aim was to establish a centralized data management system that would enable the 75 business units (BUs ) to send targeted mailings and event invitations both internally and externally

Our solution

Dynamics 365 Customer Insights - Journeys was jointly introduced as a central platform. This solution made it possible to integrate and manage employee, customer and partner data in one central location. The platform offers the Wien Holding Group a 360-degree view of its employees, customers and partners, enabling more efficient and targeted communication.

Special attention was paid to the implementation of functions for segmenting and targeting specific target groups. The BUs can now send precise mailings and event invitations to the relevant target groups, which has significantly increased the relevance and effectiveness of the communication measures. The platform also simplifies the planning and execution of marketing campaigns and events by offering automated processes and an intuitive user interface.

The results

The introduction of Dynamics 365 Customer Insights - Journeys led to a significant improvement in data management at the Wien Holding Group. The centralized platform makes it possible to use all relevant information on employees, customers and partners efficiently. This has significantly increased the transparency and accuracy of the data and simplified access to up-to-date information for the BUs. The BUs can now carry out customized communication and marketing campaigns, which has led to a higher response and customer satisfaction.

The future prospects

The Wien Holding Group plans to further expand the platform and integrate additional data sources and analyses. Advanced analyses and automation are intended to provide deeper insights into customer and partner interactions in order to respond to their needs in an even more targeted manner. Further use of the platform will enable the Wien Holding Group to make data-based decisions and further increase the efficiency of internal and external communication.

Conclusion

The introduction of Dynamics 365 Customer Insights - Journeys at the Wien Holding Group was a significant step towards digitalizing and optimizing its data management and communication. Thanks to the centralized platform, employee, customer and partner data can be managed efficiently, which has significantly improved the 360-degree view and targeted approach. The successful cooperation with us has helped the Wien Holding Group to optimize its internal processes and strengthen its communication strategies - a significant step towards future-oriented business processes.

CRM transformation at the European Handball Federation (EHF)

ehf logo

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

oe glasfaser infrastruktur logo

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.