Sales processes digitized

Glatz AG reduces administrative effort with Microsoft Dynamics 365.

At GLATZ AG, a consistent and efficient process is essential for the acquisition of new customers as well as for the corresponding annual meetings with existing customers. With the new solution, manual forms can be digitised and the administrative effort for field staff, sales managers and customer service can be reduced to a minimum.

Our solution

  • Dynamics 365 and SharePoint Online as a central tool for Sales
  • Lead qualification with different release levels
  • Automated workflows with PowerAutomate
  • Practical document templates (contract, agreements, etc.)
  • Digital signing with Skribble
  • Digital forms
  • Interface to the ERP system Dynamics 365 Business Central (bidirectional)
  • Structured data storage in SharePoint Online

This is how Glatz benefits from the digitized processes

  • Efficiency increase
  • Status of processes traceable at any time
  • Clear responsibilities through approval workflows
  • Consistent collaboration throughout
  • 360° overview of customer information for sales staff

“Within the framework of our selective distribution system, our salespersons in the field are confronted with increasingly complex tasks. In order to give them more space for actual selling again, we decided to introduce a CRM. Together with Online Consulting AG, we digitised various processes and at the same time also built up a 360° view of customer information. Thanks to the good project management, the project was implemented very efficiently and on schedule and is of great benefit to Glatz AG. Further expansion stages are planned.”

Benno Bissoli

VP Sales, Glatz AG

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