End customer:
ACP Cubido GmbH
Implementation period:
8 weeks, continuous optimization in sprints
Products:
Microsoft Dynamics 365 Sales Hub, dox42
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.
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.
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.
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.
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.