Digitally improved sales processes and centralised information
F. Borner AG (Borner) was looking for a modern, expandable and established CRM solution that would efficiently and target-oriented support the current and future business processes.
After the first workshop with project manager Remo Balmer (Head of Sales & Marketing) and several employees from the in-house and field sales teams in summer 2020, the company opted for an integrated solution with Microsoft Dynamics 365 and for the implementation partner Ambit Group. The system landscape was to be unified and an overarching database created in which both customer history and sales processes can be tracked.
Uniform processes and an optimal flow of information in presales and sales, as well as excellent customer service, were the most important goals. The system landscape was to reflect this goal and promote efficient cooperation within F. Borner AG with integrated modules. The focus was on setting up a stable CRM solution with Microsoft Dynamics 365 as well as a data exchange between the ERP system ProAlpha and Microsoft Dynamics 365. Further Microsoft-based expansion topics can be easily integrated and introduced on the Azure-based Microsoft platform in the near future.