MS Dynamics: Increase efficiency & customer experience

Your partner for planning, implementation and support of MS Dynamics 365 apps in Marketing, Sales & Service

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As a close Microsoft partner with over 10 years of experience

we accompany you throughout your entire customer

Journey from marketing to sales to service

in the Microsoft world - for more productivity

and personalized customer experiences

Create data-driven, personalized and automated solutions in marketing, sales & service through technological innovation and process- and subject-specific know-how

Data silos & outdated tool landscapes lead to fragmented customer journeys

01.

Problem

Marketing automation, CDP, CRM, customer support are missing - the existing system is outdated or does not even exist.

02.

Solution

We implement Dynamics 365 in a modular, tailor-made way for marketing, sales and service. Including setup of customer insights (data & journeys), connected CRM and integrated lead management.

01.

Problem

Marketing & Sales use separate systems and therefore work in data silos.

02.

Solution

With Dynamics, we link your CRM and marketing data, create shared perspectives and actively involve all stakeholders through targeted enablement.

01.

Problem

All customers are addressed equally & without personalized content

02.

Solution

Increase your customer loyalty and satisfaction by creating data-based, personalized marketing campaigns in Dynamics Insights.

01.

Problem

Customer data is distributed across different systems.

02.

Solution

With Dynamics 365 Customer Insights Data, we consolidate customer data (e.g. CRM, website, ERP) into a holistic customer profile.

01.

Problem

360 degree view is missing - you have no sound basis for decision-making.

02.

Solution

Dynamics & Power BI gives you a central database with a 360° customer view, real-time dashboards and AI-supported insights.

01.

Problem

Systems are in place, but nobody uses them properly or trusts them.

02.

Solution

We activate your team through practical training, role clarification and focused enablement - tailored to your processes, with tangible use cases and technical onboarding.

Our Microsoft consulting portfolio

Marketing Automation & Customer Data Platform

Customer Insights Journeys
Conception, development and / or relocation of existing marketing automations including long-term support

Dynamics Insights Data
Conception, development and / or relocation of a customer data platform through the integration, analysis and use of existing data pools

Customer Relationship Platform

Conception, setup and / or relocation to a Dynamics Customer Relationship Platform for optimized sales alignment

Customer Service Platform

Customer Service
Development of a customer service platform by analyzing and automating existing customer support services

Business Intelligence

Microsoft Power BI
Development of business analytics dashboards for holistic reporting

Process automation

Microsoft Power Automate
Development of individual backend automations for smooth processes

AI

Co-pilot Studio
Development of chatbots and individualized AI solutions

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Our process

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Our process

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Project preparation

We create clarity and structure right at the start: in a joint kick-off with all internal and external project managers, we define goals, expectations and responsibilities. This lays the foundation for a focused and well-coordinated project.

Status Quo & Health Check

We analyze your current system and process landscape along the customer journey - with a focus on the interfaces and potential in marketing, sales and service. In a structured health check, we identify weaknesses, optimization potential and maturity levels. Together with your teams, we define the target state (TARGET) in a requirements workshop as the basis for all further steps.

Concept

We develop a realistic, prioritized plan from the target image: technical and functional user stories, a clear MVP focus and a realistic implementation roadmap. We take into account requirements from all relevant areas.

Roll-out

We implement the MVP iteratively and in compliance with the GDPR - with a custom-fit connection to your system landscape (e.g. CRM, marketing automation, service platforms). We pay attention to clean data flows, sensible interfaces and intuitive user guidance. Our goal: technology that supports your team in their daily work.

Enablement

We empower your key users through practical training and continuous knowledge transfer. Whether in marketing automation, CRM or service processes - we ensure that your team can work independently in the systems. We are also happy to remain your long-term sparring partner for innovation, optimization and further development.