In a world in which displays and touchscreens have long since shaped our everyday lives, ACTRON AG is facing a special challenge. As a company specializing in these technologies, it operates in an extremely competitive environment. Here, it was important to stand out from the competition with a digital solution and to be able to offer excellent customer service or manage it effectively.
Requirements
ACTRON faced a number of technical and business challenges when we decided to work together. One of the central aspects was the limited time for cooperation. The implementation of the new sales platform was a priority for ACTRON, but the customer was able to spend very limited resources on this project at that time. This was particularly challenging for data migration, as the data had to be cleaned up by our customer beforehand in order to be correctly transferred to the new system.
In terms of business needs, the client had no previous experience with the Dynamics 365 platform. This resulted in the need to explain the Dynamics 365 Sales system from scratch, so that we could jointly assess which functions best suited ACTRON’s requirements.
Finally, it was also a concern of our customer that they were able to make minor adjustments to the system independently after the introduction. This required training and support to ensure that they were comfortable in the new environment and that they could work with it long-term and independently.
Project implementation: Dynamics 365 Sales as an enabler
With regard to the implementation of these multi-layered requirements, our approach was very individual. We realized that time was a crucial factor in the success of the project. Considering the limited time the client had to work with us, we gave them longer periods of time to implement and audit on their part. This was a key aspect of our approach to ensure that the client had the necessary space to tackle the changes at their own pace.
Data cleansing was a lengthy process that required special attention. ACTRON has focused its efforts on ensuring that the data to be migrated has been cleaned and corrected before being imported into the new system. This was crucial to ensure that the database was clean and reliable in the new system.
After the successful introduction of Dynamics 365 Sales, we conducted customizing training to ensure that the customer was able to make minor adjustments in the system on their own. This was an important step in ensuring the customer’s autonomy and ensuring that they could use the system to its full extent and in the long term.
Thanks to the professional support of INKUBIT, we were able to record a clear project success, which is reflected in an optimized sales process, individual customer approach and a sustainable and high-quality customer database that will support us in the sustainable development of new business potential.
Solution
Given that ACTRON operates in an extremely competitive environment and needs to provide excellent customer service, it was crucial to implement a digital solution that would enable effective management and improvement of customer service processes. By using Dynamics 365 Sales, Actron AG was able to optimally map the relevant sales and marketing processes. And in the future, Actron AG will be able to expand the use of the platform to other business areas and integrate them seamlessly.