End customer:
chargebyte GmbH
Implementation period:
2 months
Products:
Dynamics 365 Sales
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.
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.
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.
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.
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.