Skip to content

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.