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.
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Linking corporate customer form
Project duration: 7 months
Brief description
As part of the project, a solution was developed for the structured recording and processing of corporate customer inquiries. The goal was to automatically convert incoming contact requests from an online corporate customer form into leads in the CRM system, enabling the key account team to review and process them promptly. The inquiries captured via the contact wizard are centrally recorded in the CRM system and displayed in a standardized format. This allows for a clear and concise analysis of relevant information about the company, contact persons, and product interests. Based on this information, the sales team can quickly assess whether the requested products and services are suitable for each prospect.
Supplement
For further processing, the leads can then be directly transferred to the relevant sales processes. This supports efficient handling of inquiries and ensures consistent follow-up throughout the sales process. Furthermore, the centralized recording of corporate customer inquiries enables greater transparency regarding demand, interests, and market potential. The insights gained can be used to strategically target sales activities and continuously improve existing business and communication processes.
Subject description
As part of the project, the sales process for handling corporate customer inquiries was structured and optimized. The goal was to centrally capture incoming contact requests from business customers and make them readily available to the key account team for processing. Inquiries from companies are captured via an online form and made available as potential sales opportunities in the CRM system. The collected information on the company, contact persons, and their respective product interests is presented in a standardized format, enabling the sales team to quickly and professionally assess the inquiry. Based on this structured presentation, prospects can be efficiently qualified and, if necessary, directly transferred to the appropriate sales or consulting processes. This facilitates the prioritization of inquiries and supports timely and targeted customer outreach.
IT project data
- Industries traffic / transport / logistics
- Specialist tasks Customer Relationship Management (CRM), Lead Management, sales and distribution
- DP tasks standard software expansion
- System environments Cloud Computing, standard software: CRM systems
- Procedure model agile software development
- Development and test tool .NET Core
- Standard software and BI Microsoft Dynamics 365, Microsoft Dynamics 365 Sales, Microsoft Dynamics CRM
- Middleware and frameworks RESTful Webservices
Project period01.04.2025 - 31.10.2025
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