This IT project is part of our digitalization and optimization of our customers’ IT landscape. Through targeted measures, we promote technological progress, optimize cross-system processes and create a sustainable basis for future developments. Our IT reference projects serve as a basis for orientation. They support the reusability of tried and tested concepts as part of project implementation.
This is one of 4822 IT projects that we have successfully completed with our customers.How can we support you?
Introduction of a Dynamics 365 Sales CRM system at a network operator
Brief description
The customer is a regional network operator that operates and maintains the infrastructure for electricity, gas, water, and district heating supply. PTA is implementing the cloud-based Dynamics 365 Sales module for the customer to optimize acquisition and sales processes and increase efficiency in customer service.
Supplement
PTA supports customers in implementing the sales component of the Microsoft Dynamics 365 CRM solution. In addition to a comprehensive business analysis, the system is tailored precisely to the customers specific processes. PTA relies on low-code development to implement requirements efficiently. In addition, other systems – such as SAP – are seamlessly connected to the CRM via interfaces.
Subject description
The company acts as a neutral network operator and ensures reliable energy distribution to end customers. It provides all energy suppliers with non-discriminatory network access and supplements its core business with services such as network connections, metering, and measurement data management. To efficiently map its complex sales processes, the customer needs a powerful, flexibly adaptable customer relationship management system The goal is to centrally bundle all sales-related information and provide end-to-end support – from lead capture and qualification to the development of sales opportunities and billing processes. The focus is on B2B customers, with cross-selling potential to be systematically identified and exploited.
IT project data
- Industries energy
- Specialist tasks customer management, Forecasting, Lead Management, Opportunity Management, sales and distribution, sales support
- DP tasks standard software launch
- System environments standard software: CRM systems
- Procedure model agile software development
- Programming languages C-Sharp, HTML, Java Script
- Development and test tool Azure DevOps, MS Visual Studio, MS Visual Studio Code, XrmToolBox
- Standard software and BI Dynamics 365 App for Outlook, Microsoft Dynamics 365, Microsoft Dynamics CRM
- Middleware and frameworks Microsoft Power Apps, Microsoft Power Automate
Project start02.06.2025
Customers who trust us
Have we sparked your interest ?
