Debtvision GmbH is a joint venture between Landesbank Baden-Württemberg and Börse Stuttgart GmbH. Founded in 2018 and based in Stuttgart, the company operates a digital platform for debt financing on which companies are brought together efficiently and directly with institutional investors. Debtvision GmbH focuses on borrowers and investors and enables full control, transparency and decision-making authority over capital financing.
Requirements
The customer Debtvision GmbH was faced with the challenge of introducing a technologically advanced and scalable customer relationship management system Solution in the company. An important goal was to gain new knowledge and insights about the customers. This was to be implemented primarily with intuitive customer activity tracking. An integrated Solution with interfaces to Microsoft applications was preferred. The use of Dynamics 365 Sales was therefore an obvious choice.
Project implementation: New sales potential with Dynamics 365 Sales
After a preliminary diagnosis and requirements analysis phase in accordance with "SureStep", the project was implemented within the agile management framework "Scrum". The individual requirements from the requirements analysis phase were stored as PBIs within the product backlog and implemented over several iterations, taking milestones into account. In addition to customizing the system and automating core processes, the main focus was on structuring the data for future analyses in order to be able to tap into new customer potential at an early stage. With regard to a data-driven organization, the sales and marketing departments should be able to access a large number of key figures in Dynamics 365.
An initial data migration of all business-relevant data took place before the system went live. To migrate the existing data, it was structured and then initially migrated using the CRM system.
The sales and marketing processes are now controlled centrally with Dynamics 365 Sales and sales and marketing employees can effectively carry out customer approaches and campaigns from a uniform CRM database.
Solution
Due to the use of Microsoft 365 in the organization and the associated uncomplicated interface optimization, the choice fell on Microsoft Dynamics 365 for Sales Online, which ensured the relevant mapping of the sales and marketing processes. The existing and future relevant business processes were all to be located in the Microsoft IT infrastructure.
Project result
By implementing an advanced CRM solution, the company was not only able to improve and deepen its customer relationships, which ultimately led to an increase in sales revenue, but also gain new insights about its customers that contributed to a more targeted sales strategy. At the same time, the cloud-based solution contributed to a significant cost reduction, as it minimized the need for expensive infrastructure investments and improved the efficiency of sales and marketing processes. This transformation to modern technology solutions enabled the company to become more flexible and mobile, which strengthened its competitiveness and mitigated its risks related to outdated systems and processes. Overall, the project helped to increase operational efficiency and laid the foundations for future growth and long-term success.