Debtvision GmbH is a joint venture of Landesbank Baden-Württemberg and Börse Stuttgart GmbH. Founded in 2018 and headquartered in Stuttgart, the company operates a digital platform for debt financing that brings companies 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 client Debtvision GmbH was faced with the challenge of introducing a technologically advanced and scalable customer relationship management solution in the company. An important goal was to gain new insights and insights about customers. This was to be implemented significantly with intuitive customer activity tracking. An integrated solution with interfaces to Microsoft applications was preferred. The use of Dynamics 365 Sales was therefore obvious.
Project implementation: New sales potential with Dynamics 365 Sales
After a preliminary diagnostic and requirements analysis phase according to “SureStep”, the project implementation took place within the agile management framework “Scrum”. The individual requirements from the requirements analysis phase were stored within the product backlog as PBIs and implemented over several iterations, taking into account milestones. In addition to the individual adaptation of the system and the automation of core processes, a 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 draw on a variety of key figures in Dynamics 365 .
An initial data migration of all business-relevant data took place before the system went live. For the migration of the inventory data, it was structured and then initially migrated with the help of the CRM system.
Sales and marketing processes are now centralized with Dynamics 365 Sales, and sales and marketing staff can effectively conduct customer approaches and campaigns from a unified CRM database.
Solution
Due to the use of Microsoft 365 in the organization and the associated uncomplicated interface optimization, Microsoft Dynamics 365 for Sales Online was chosen, which ensured the relevant mapping of sales and marketing processes. The existing and future relevant business processes should all be located in Microsoft’s IT infrastructure.
Project Outcome
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 revenue, but also to gain new insights about its customers, which contributed to a more targeted sales strategy. At the same time, the cloud-based solution helped to significantly reduce costs by minimizing the need for expensive infrastructure investments and improving the efficiency of sales and marketing processes. This transformation towards modern technology solutions allowed 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 has not only helped to increase operational efficiency, but has also laid the foundation for future growth and long-term success.