How a piano manufacturer transformed its sales and marketing processes with Dynamics 365

Industry Manufacturing industry
Requirements
  • Implementation of fully integrated marketing automation solution for international lead generation and processing
  • Optimization of sales and marketing processes and increased efficiency through automation and process reliability
  • Analytical skills for management reporting for sales and marketing metrics
  • International rollout and training of the processes and functions in the solutions
  • Extended Relationship Process Implementations
Solutions Dynamics 365 MarketingDynamics 365 SalesMicrosoft 365SharePoint

A world-renowned manufacturer of exquisite pianos was faced with the challenge of optimizing its sales and marketing strategies.

With a large network of flagship stores and retailers around the world, the company wanted to transform its sales processes. Lead generation and opportunity qualification should be made more efficient overall.

Headquartered in Hamburg, Germany, the 500 employees produce handcrafted quality instruments that are appreciated by both professional musicians and music lovers.

The Challenge – Inefficient Marketing and Sales

The sales and marketing teams faced major challenges that prevented them from responding quickly to the global market and affected internal processes.

One of the key issues was the manual processing of sales leads, which was further complicated by the lack of integration of marketing tools. This hampered efficient lead generation and qualification.

In addition, sales processes suffered from a lack of standardization and automation, which severely limited efficiency and process reliability.

In addition to these internal process challenges, the requirements for internationally consistent implementation and analysis of sales and marketing activities were high.

The company needed a fully integrated marketing automation solution that would not only streamline international lead processing and generation, but also provide advanced analytics capabilities for management reporting.

These should provide detailed insights into sales and marketing metrics to make informed decisions and adjust strategies accordingly.

Another critical point was the international rollout and training of the processes and functions of the new solutions. The global implementation required careful planning and execution to ensure that all international teams were trained at the same time and could use the systems effectively.

In addition to the technical implementation, the introduction of Extended Relationship processes was necessary to strengthen and efficiently manage relationships with international distributors and end customers.

These extensive requirements posed a major challenge for the company and made a comprehensive modernization and transformation of its existing sales and marketing strategies inevitable.

The Solution – Automation with Dynamics 365

We were able to perform sales optimization with Dynamics 365 Customer Insight, automating and centralizing all marketing processes.

This includes creating and managing marketing campaigns, supporting multilingual content, and optimizing audience targeting through improved segmentation and personalization.

Especially for used grand pianos, we introduced a centralized system, Dynamics 365 Sales, for managing prospects and processing offers. The system enabled efficient and fast processing of inquiries and improved interaction with potential customers.

To improve internal communication and document management, SharePoint Online and Microsoft Teams were implemented. Teams serves as a collaboration platform, and SharePoint Online serves as a secure repository for sales and marketing materials.

Power Automate was used to automate repetitive tasks and increase process efficiency. To achieve this, manual intervention has been reduced and data processing and transmission between systems has been accelerated.

Finally, the seamless integration of the Typo3 company website with Dynamics 365 enabled more efficient lead capture and better synchronization of online marketing activities.

The Results – Process Transformation and Efficiency Enhancement

The sales optimization achieved with Dynamics 365 led to significant and measurable improvements:

  • Increased efficiency in sales: The new system enabled fast and precise processing of sales leads. This resulted in a reduction in cycle times from lead generation to closing.
  • More targeted marketing strategies: Improved data analysis and segmentation have made marketing campaigns more effective in tailoring them to the needs of specific customer groups.
    The use of centralized marketing lists for targeted newsletters and offers led to increased customer loyalty and satisfaction.
  • Database for used grand pianos: The successful establishment of a special database made it possible to directly broker used instruments, which significantly increased sales efficiency.
  • Improved user guidance and design: The intuitive user interface and the appealing design of the implemented solutions also significantly improved customer loyalty and satisfaction. Employees were able to use the system effectively without a long training period thanks to effective training.

By partnering with us, the company has been able to fundamentally transform its sales and marketing strategies.

The efficient coordination of marketing and sales as well as improved lead management and qualification make it possible to react faster and more effectively to market requirements and strengthen one’s competitive position.

With the successful implementation of Dynamics 365 solutions, the company is now better positioned to maintain and further expand its leading role in the world of musical instrument manufacturing.

Project results at a glance

13%

increased sales of used grand pianos through the introduction of a dedicated database and improved management systems.

25%

lower marketing spend through targeted and automated marketing campaigns.

18%

Reduce operational costs by automating repetitive tasks and integrating systems through Power Automate.

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