{"id":22242,"date":"2026-08-25T16:20:10","date_gmt":"2026-08-25T14:20:10","guid":{"rendered":"https:\/\/inkubitstaging.wpenginepowered.com\/referenzen\/case-studies\/debtvision-gmbh-dynamics-365-sales-sales-exploiting-potentials\/"},"modified":"2026-09-01T14:40:45","modified_gmt":"2026-09-01T12:40:45","slug":"debtvision-gmbh-dynamics-365-sales-exploiting-sales-potential","status":"publish","type":"success-story","link":"https:\/\/www.inkubit.com\/en\/references\/case-studies\/debtvision-gmbh-dynamics-365-sales-exploiting-sales-potential\/","title":{"rendered":"Debtvision – Unlock revenue potential with Dynamics 365 Sales"},"content":{"rendered":"

Debtvision GmbH<\/a> is a joint venture of Landesbank Baden-W\u00fcrttemberg and B\u00f6rse 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.<\/p>\n<\/div><\/div>

Requirements<\/span><\/span><\/h2>

Der Kunde Debtvision GmbH stand vor der Herausforderung eine technologisch fortschrittliche und skalierbare Customer Relationship Management<\/a> (Kundenbeziehungsmanagement) L\u00f6sung im Unternehmen einzuf\u00fchren. Ein wichtiges Ziel war es, neue Erkentnnisse und Insights \u00fcber die Kunden zu gewinnen. Dies sollte ma\u00dfgeblich mit einem intuitiven Kunden-Aktivit\u00e4tstracking umgesetzt werden. Pr\u00e4feriert wurde eine integrierte L\u00f6sung mit Schnittstellen zu den Applikationen von Microsoft. Auf der Hand lag daher die Nutzung von Dynamics 365 Sales.<\/p>\n<\/div><\/div>

Project implementation: New sales potential with Dynamics 365 Sales<\/span><\/span><\/h2>

Nach einer vorgesetzten Diagnose- und Anforderungsanalysephase entsprechend \u201cSureStep\u201d erfolgte die Projektumsetzung innerhalb des agilen Management Frameworks \u201cScrum\u201d. Die einzelnen Anforderungen aus der Anforderungsanalysephase wurden innerhalb des Product Backlogs als PBIs hinterlegt und \u00fcber mehrere Iterationen unter der Ber\u00fccksichtigung von Meilensteinen implementiert. Neben der individuellen Anpassung des Systems und der Automatisierung von Kernprozessen, lag ein Hauptaugenmerk auf der Strukturierung der Daten f\u00fcr zuk\u00fcnftige Analysen, um so neue Kundenpotentiale fr\u00fchzeitig erschlie\u00dfen zu k\u00f6nnen. Im Hinblick auf eine datengetriebene Organisation, sollten die Bereiche Vertrieb<\/a> und Marketing<\/a> auf eine Vielzahl von Kennzahlen im Dynamics 365<\/a> zur\u00fcckgreifen k\u00f6nnen.<\/p>\n

Eine initiale Datenmigration aller gesch\u00e4ftsrelevanten Daten fand vor der Produktivsetzung des Systems statt. F\u00fcr die Migration der Bestandsdaten wurden diese strukturiert und anschlie\u00dfend mithilfe des CRM-Systems initial migriert.<\/p>\n<\/div><\/div>

<\/i><\/div>
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<\/div>

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.<\/em><\/p>\n<\/div><\/div>

<\/div>\"\"<\/div><\/div>
Christopher Steinbrich<\/span><\/span><\/div>
Managing Director<\/span><\/span><\/div><\/div>
<\/div><\/div><\/div>
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<\/div><\/div>

Solution<\/span><\/span><\/h2>

Bedingt durch den Einsatz von Microsoft 365<\/a> in der Organisation, und der damit verbundenen unkomplizierten Schnittstellenoptimierung, fiel die Wahl auf Microsoft Dynamics 365 for Sales Online, wodurch die relevante Abbildung der Vertriebs- und Marketingprozesse sichergestellt war. Die vorhandenen, als auch zuk\u00fcnftigen, relevanten Gesch\u00e4ftsprozesse sollten allesamt in der IT-Infrastruktur von Microsoft liegen.<\/p>\n<\/div><\/div>

Project Outcome<\/span><\/span><\/h2>

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.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"featured_media":21222,"parent":0,"menu_order":0,"template":"","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"industry":[248],"solution":[230,231,241,232],"class_list":["post-22242","success-story","type-success-story","status-publish","has-post-thumbnail","hentry","industry-finance","solution-dynamics-365-sales","solution-microsoft-365","solution-power-bi","solution-sharepoint"],"acf":[],"yoast_head":"\nDebtvision - Maximize revenue potential with Dynamics 365 Sales<\/title>\n<meta name=\"description\" content=\"Sales and marketing processes are now controlled centrally with Dynamics 365 Sales and customer approaches are effectively implemented.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.inkubit.com\/en\/references\/case-studies\/debtvision-gmbh-dynamics-365-sales-exploiting-sales-potential\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Debtvision - Unlock revenue potential with Dynamics 365 Sales\" \/>\n<meta property=\"og:description\" content=\"Sales and marketing processes are now controlled centrally with Dynamics 365 Sales and customer approaches are effectively implemented.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.inkubit.com\/en\/references\/case-studies\/debtvision-gmbh-dynamics-365-sales-exploiting-sales-potential\/\" \/>\n<meta property=\"og:site_name\" content=\"INKUBIT\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-01T12:40:45+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.inkubit.com\/wp-content\/uploads\/2024\/04\/debtvision_header_background-scaled.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1280\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/en\\\/references\\\/case-studies\\\/debtvision-gmbh-dynamics-365-sales-exploiting-sales-potential\\\/\",\"url\":\"https:\\\/\\\/www.inkubit.com\\\/en\\\/references\\\/case-studies\\\/debtvision-gmbh-dynamics-365-sales-exploiting-sales-potential\\\/\",\"name\":\"Debtvision - Maximize revenue potential with Dynamics 365 Sales\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/en\\\/references\\\/case-studies\\\/debtvision-gmbh-dynamics-365-sales-exploiting-sales-potential\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/en\\\/references\\\/case-studies\\\/debtvision-gmbh-dynamics-365-sales-exploiting-sales-potential\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.inkubit.com\\\/wp-content\\\/uploads\\\/2024\\\/04\\\/debtvision_header_background-scaled.jpeg\",\"datePublished\":\"2026-08-25T14:20:10+00:00\",\"dateModified\":\"2026-09-01T12:40:45+00:00\",\"description\":\"Sales and marketing processes are now controlled centrally with Dynamics 365 Sales and customer approaches are effectively implemented.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/en\\\/references\\\/case-studies\\\/debtvision-gmbh-dynamics-365-sales-exploiting-sales-potential\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.inkubit.com\\\/en\\\/references\\\/case-studies\\\/debtvision-gmbh-dynamics-365-sales-exploiting-sales-potential\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/en\\\/references\\\/case-studies\\\/debtvision-gmbh-dynamics-365-sales-exploiting-sales-potential\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.inkubit.com\\\/wp-content\\\/uploads\\\/2024\\\/04\\\/debtvision_header_background-scaled.jpeg\",\"contentUrl\":\"https:\\\/\\\/www.inkubit.com\\\/wp-content\\\/uploads\\\/2024\\\/04\\\/debtvision_header_background-scaled.jpeg\",\"width\":1920,\"height\":1280,\"caption\":\"Businesspeople working together at office workplace. 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