Digital Solutions for Industry & Export
International Sales Processes, Partner Portals and Market Transparency
We help industrial companies and exporters standardize international sales and partner processes – from lead and opportunity management through pricing and conditions management to partner portals and reporting. This creates a unified data foundation, clear responsibilities, and measurable scalability for global growth.
Typical situations we see in this industry
The first step is not the technology choice. It is recognizing where processes, data and responsibilities create friction.
Sales CRM, pipeline and lead/opportunity processes
Partner and key account processes (incl. collaboration)
Data integration and reporting across systems
What We Often See
These topics are not meant as a checklist to solve at once. They help identify where an assessment or first pilot should focus.
Complex International Sales Structures
Distributors, country organizations and key accounts are often managed in separate tools – complicating control, forecasts and prioritization.
Missing Market and Sales Transparency
Market information, competitive data and KPIs are unstructured or not comparable – decisions are too often based on gut feeling.
Inefficient Partner Communication
Price lists, product info and marketing materials are distributed manually. This costs time, creates errors and slows market development.
Possible Solution Approaches
Focused on typical situations in Industry & Export. We start with a small number of high-impact workflows and expand only when the foundation is clear.
Central Sales Data & 360° Customer View
Dynamics 365 Sales
Unified view of accounts, opportunities, conditions and activities – across countries and teams.
Automated Processes & Approvals
Power Automate
Standardized workflows for quote approvals, condition changes, deal registration and escalations.
Market & Customer Insights
Power BI
Power BI dashboards for pipeline, regions, partner performance and market potential – as basis for informed decisions.
Self-Service for Partners & Internal Teams
Power Pages / Portals
Portals for documents, price lists, training, ticketing and status inquiries – less email ping-pong, faster execution.
Leveraging AI Potential (Pragmatic)
Azure AI & Copilot
AI-powered classification of inquiries, summarization of partner communication, next best action suggestions and data quality checks.
Start focused, then scale what works
Depending on clarity, urgency and internal capacity, the right next step can be a short assessment, a focused pilot or a full implementation.
Possible Solution Building Blocks
These examples show what the solution landscape can include. In practice, we prioritize only what creates value for your current situation.
International Sales Management
Global Sales Control with Dynamics 365
Multi-Currency & Multi-Language Support
Distributor and Partner Management
International Price Lists and Conditions
Cross-Border Opportunity Management
Forecasting and Pipeline Analytics
Partner & Distributor Portal
Self-Service for Partners and Distributors
Product Catalogs and Technical Documentation
Online Ordering System with Availability Check
Marketing Materials and Sales Tools
Training Resources and Certifications
Performance Dashboards for Partners
Market Intelligence & Analytics
Data-Driven Market Decisions
Central Market and Competitive Database
Customer Analysis by Industry and Region
Export Potential Analysis
Power BI Dashboards for All Markets
Predictive Analytics for Market Opportunities
Microsoft technologies as building blocks
The platform is selected around process fit, security and integration needs, not as a product list to buy all at once.
Microsoft Dynamics 365
Dynamics 365 Sales – Global Sales Management
Dynamics 365 Marketing – Multi-Market CampaignsDynamics 365 Supply Chain – Logistics & ExportPower Platform
Power Apps – Partner Portal & Mobile Sales
Power Automate – International Workflows
Power BI – Market Intelligence Dashboards
Power Pages – Public Partner PortalsIntegration & Global
Azure AI – Multilingual Document ProcessingWhat Improves Noticeably
Complete transparency across all international sales activities
Efficient partner collaboration through self-service portal
Accelerated market development through structured information
Reduced administrative effort in partner communication
Data-driven market decisions instead of gut feeling
Scalable solution for global growth
References & Use Cases - Industry & Export
Successful projects speak for themselves
A multi-year strategic partnership since 2020
Switzerland Global Enterprise has been one of our long-term strategic customers since 2020. Over several years we have helped build, modernise and operate the central CRM platform and the surrounding digital ecosystem — from the first cloud migration via large programmes such as the FDI portal to ongoing run and continuous evolution.
Dynamics 365 CRM and Business Central
Plastics Unbound needed an end-to-end business platform that joins sales, customer service and ERP. We rolled out Microsoft Dynamics 365 Sales together with Microsoft Dynamics 365 Business Central as an integrated cloud solution.
Tech advisory and Power Platform delivery for a cantonal building insurer
For Gebäudeversicherung Bern (the cantonal building insurer of Bern) we have been providing continuous tech advisory and Power Platform delivery for around a year. One person is engaged on a near-daily basis and drives the modernisation of the internal platform together with the customer.
Digital Proposal Process for Export Consulting
A comprehensive digital process for the creation and approval of proposals was introduced for Export Consulting. The goal was to efficiently involve all stakeholders and to systematically support the calculation, review, and approval of proposals.
FDI Portal – Central Platform for International Investor Projects
An official Swiss export and investment promotion organization, mandated by the federal and cantonal governments, needed a central platform that transparently brings together international investors and projects in Switzerland.
Contact & Initial Consultation
Let's discuss your challenges
Free Initial Consultation
In a free initial consultation, we identify the levers with the greatest benefit and outline a feasible path to implementation.
- Analysis of your current challenges
- Evaluation of solution approaches
- Roadmap for implementation
info@theiasolutions.ch
Phone
044 561 56 83
Address
Wasserwerkstrasse 2
8006 Zürich