Digitalized sales processes at Glatz AG with D365

Glatz AG relies on digitalized sales processes with Microsoft Dynamics 365

Glatz AG was faced with the challenge of making the acquisition of new customers and annual meetings with existing customers more efficient. With the help of the solution implemented by Online, manual forms were digitized and the administrative workload for the sales force, sales management and customer service was significantly reduced. This led to a noticeable reduction in the workload for employees and optimized sales work.

As a leading provider in the development and production of sunshades and sun protection solutions, Glatz offers innovative solutions for private and commercial customers. With a global network and high quality standards, it has achieved a leading position in the industry.

Glatz wanted to optimize its sales processes, in particular reduce manual administration and achieve more efficient collaboration within the sales team. With the implementation of Microsoft Dynamics 365, the company received a central platform that digitizes the entire sales process and significantly simplifies the work steps.

The solution

• Central platform: The central platform is based on Dynamics 365 and SharePoint Online and forms the backbone of the digitalized sales processes. It enables the sales team to manage all relevant data and documents efficiently.
• Structured lead qualification: Various approval stages have been introduced for lead qualification to ensure a structured and comprehensible sales process.
• Automated workflows: Workflows created with PowerAutomate minimize manual tasks and speed up processes.
• Standardized document templates: Practical document templates, such as contracts and agreements, make day-to-day work easier and standardize communication.
• Digital signatures: Digital signing with Skribble enables legally compliant and fast processing of contracts without having to resort to paper processes.
• Paperless administration: All forms have been digitized to ensure paperless and efficient administration.
• Seamless integration: A bidirectional interface to the ERP system Dynamics 365 Business Central ensures smooth data exchange and seamless integration between the systems.
• Structured data storage: All relevant documents and information are stored in SharePoint Online, which enables clear and efficient data management.
• Web integration: The connection to the website makes it possible to integrate dealer finder data directly and keep it up to date at all times.
• Digital trade fair reports: Trade fair reports are recorded digitally so that they can be processed immediately and business opportunities can be followed up immediately.
• Optimize sales potential: Dynamics 365 offers sales a centralized solution to efficiently manage and monitor sales opportunities.
• Automated task distribution: The platform enables the central definition of sales tasks, which are then automatically distributed to sales representatives.
• CRM dashboards: CRM dashboards prepare the most important key figures for sales management in order to make well-founded decisions and manage sales activities efficiently.

How Glatz benefits from Microsoft Dynamics 365

• Increased efficiency: The digitized processes have noticeably increased the efficiency of all sales work.
• Transparency: The current status of sales processes is transparent and traceable at all times, which enables improved control and planning.
• Clear responsibilities: The approval workflows that have been introduced mean that responsibilities are clearly defined, resulting in structured and efficient process handling.
• Consistent collaboration: Consistent collaboration across all departments ensures smooth handling of daily tasks and minimizes delays.
• Customer transparency: Thanks to the 360° overview of all customer information, sales employees always have a complete overview, which enables targeted customer care.
• Seamless information flow: Complete digitization minimizes media disruptions. Information can be exchanged seamlessly and efficiently without losing important data.
• Time savings: Lengthy paper processes have been replaced by digital workflows, which not only saves time but also reduces sources of error.