Harmonise processes
We bring the sales teams of your sites and countries together and agree on one way of working. Local differences stay where the business really needs them.
NXTGN 365 · Dynamics 365 Sales
One sales process across your business.
We implement Dynamics 365 Sales for sales teams in a single country and for companies with subsidiaries worldwide. We adapt the system to your sales process, integrate it closely with ERP and business systems and support your team with AI. Management gets figures it can rely on.
Explore scope and workflow ↓
Enlarge image ↗Scope
What we deliver for you
Adapt the system to your sales team
We build quote calculation, commissions, key account plans and territory planning around how your sales team works. We use what the standard offers and develop what is missing.
AI in everyday sales
We build applications with AI support. They summarise the customer history, suggest next steps, prepare quotes and keep data up to date. Your sales team gets more time for customers.
Sales controlling
Pipeline, year-to-date revenue and an AI-based forecast come from the same data. You see which subsidiaries, products and customers pay off.
Deep integration
Quotes and orders go to SAP or your ERP; revenue and terms come back. We also handle high volumes and strict access rules such as Chinese walls.
Rollout and operations
Big bang or phased, inside-out or outside-in, greenfield or brownfield, we plan the rollout to fit your organisation. Key users and training bring people along. After go-live we stay on for support and further development.
Approach
How a sales project runs
- 01Map processes
Workshops with sales, sales operations and controlling. Differences between sites become visible.
ResultOne shared sales model
- 02Choose the rollout strategy
Big bang or phased, inside-out or outside-in, greenfield or brownfield. Together we choose the approach that fits your organisation.
ResultA plan that fits your organisation
- 03Delivery and rollout
Adapt the system, connect the ERP, migrate data and bring users along with key users and training.
ResultOne system for all of sales
- 04Operations
Support, releases and new requirements. AI features are added step by step.
ResultReliable figures for steering the business
From our projects
Several thousand users in international consultancies
For several large consultancies we built quotes, project planning, staffing and contribution margin in Dynamics 365. Orders go to SAP in real time or on a schedule. Access rules such as Chinese walls and KYC checks also apply in the interfaces. Several thousand users work with it worldwide.
Read the reference story →- Industry
- Management consulting
- Users
- several thousand worldwide
- Systems
- Dynamics 365, SAP
Less CRM administration, better sales work
CRM needs to support your actual sales work. From first contact to handover, we examine where data originates, which information is missing and which steps can be automated.
01
One process for every subsidiary
Each subsidiary sells with its own lists and rules. Figures arrive late and are hard to compare.
What we deliver
We harmonise sales stages, customer structures and key figures and introduce them across all subsidiaries.
What you gain
Pipeline and revenue of every unit are comparable and always up to date.
How we measure value
Share of opportunities in the CRM, time to the monthly report.
02
AI takes admin work off sales
Sales staff spend a lot of time on notes, reports and searching for information.
What we deliver
AI summarises calls and emails, fills in data and suggests next steps. The suggestions appear directly in the CRM.
What you gain
More time for customers and more complete data.
How we measure value
Time spent maintaining the CRM, completeness of opportunities.
03
From quote to order without retyping
Quotes are built in spreadsheets and orders are entered again in the ERP.
What we deliver
Calculation and approval run in Dynamics 365. The order goes to the ERP automatically and revenue comes back.
What you gain
No double entry, and the contribution margin is visible before signing.
How we measure value
Lead time from quote to order, errors in order entry.
Clarify before delivery
We work out which Sales edition and which AI features you need from your sales process, before any licences are bought.
Can we replace our old CRM?
Yes, including on-premises installations. We check data quality and interfaces and agree what to migrate, archive or deliberately leave behind.
Does it work across countries and languages?
Yes. We have delivered rollouts with several thousand users worldwide. Languages, currencies and local rules have their place in the shared process.
How exactly does AI help sales?
It summarises calls and emails, suggests next steps, prepares quotes and provides the forecast. Your team reviews and decides.
Do we need Sales or a custom app?
Sales provides the CRM capabilities. A custom app suits distinct business processes. We compare functions, customisation and licensing costs.
How does your sales team work today?
We discuss your sales process, your sites and the connection to your ERP.
