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    Sales-Exzellenz & CRM

    Microsoft Dynamics 365 Sales & CRM

    Datenbasierter, wirksamer Vertrieb. Leads werden sauber erfasst, priorisiert und entlang klarer Prozesse entwickelt. Einheitliche Kundensicht über den gesamten Lebenszyklus.

    MVP from 3 weeksPipeline + forecastD365 Sales (MB-210)Fixed price after discovery
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    Maschinenbau: 60% Steigerung der Sales-Produktivität durch Dynamics 365
    Beratung: 45% Reduktion der Sales Cycle Duration mit Power Automate
    Technologie: 55% Verbesserung der Forecast-Accuracy durch AI Insights
    From real projects

    What this looks like in your world.

    Switzerland Global Enterprise Logo
    Export consulting · Quoting process

    Switzerland Global Enterprise — Quoting & approval with Dynamics 365

    An end-to-end digitised quoting process: multi-position calculations, an Excel bridge for experts without CRM access, Outlook-based delegation logic in the approval workflow, and automatic quote generation with Documents Core Pack.

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    Switzerland Global Enterprise Logo
    Lead management · Web-to-CRM

    FDI Portal — Switzerland Global Enterprise

    Web leads from the FDI portal are pushed automatically into the CRM and tracked transparently there — from first contact through prospect sheet and evaluation to settlement.

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    Angestellte Schweiz Logo
    Marketing · Campaign automation

    Angestellte Schweiz

    Newsletters and campaigns through Dynamics Customer Insights — including tracking of subscription and cancellation confirmations directly in the CRM.

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    Sales-Excellence mit Microsoft Dynamics 365

    Erfolgreicher Vertrieb beginnt mit der richtigen Microsoft-Plattform. Als zertifizierte Microsoft Partner transformieren wir Ihre Sales-Organisation mit Dynamics 365 Sales und Power Platform in eine datengesteuerte, hochperformante Verkaufsorganisation.

    Warum Microsoft Dynamics 365 Sales?

    Dynamics 365 Sales ist mehr als nur CRM - es ist ein komplettes Sales-Ökosystem mit AI-powered Insights, nahtloser Office 365 Integration und Power Platform Erweiterbarkeit. Unsere Expertise hilft Ihnen, das Maximum aus der Microsoft-Investition herauszuholen.

    Power Platform für Sales-Excellence

    Mit Power Apps erweitern wir Dynamics 365 um maßgeschneiderte Sales-Tools. Power Automate automatisiert Ihre Verkaufsprozesse, während Power BI Ihnen die Insights liefert, die Sie für datengetriebene Entscheidungen brauchen.

    Features

    Key Features

    • AI-powered Sales Insights
    • Lead Scoring & Qualification
    • Opportunity Pipeline Management
    • Account & Contact Management
    • Sales Forecasting & Analytics
    • Mobile Sales Apps (Dynamics 365)
    • Power Apps Custom Sales Tools
    • Office 365 & Teams Integration
    • Outlook Sales Integration
    • Power BI Sales Dashboards
    Outcomes

    Your benefits

    • Bis zu 50% höhere Lead-Conversion Rate
    • Verkürzte Sales Cycles um durchschnittlich 30%
    • Verbesserte Forecast-Genauigkeit um 40%
    • Erhöhte Sales-Produktivität um 35%
    • Reduzierte Administrative Tasks um 60%
    • Bessere Zusammenarbeit zwischen Sales & Marketing
    • Einheitliche Customer Journey
    • Skalierbare Sales-Prozesse
    Our approach

    How we work

    Unser erprobter Sales-Excellence Ansatz kombiniert Best Practices aus über 30 CRM-Implementierungen mit individueller Anpassung an Ihre Vertriebsstrategie. Wir fokussieren auf schnelle Erfolge und nachhaltigen ROI.

    Steps

    1
    Sales Process Assessment
    2
    CRM Strategy & Platform Selection
    3
    Data Architecture & Migration
    4
    Customization & Automation Setup
    5
    Team Training & Change Management
    6
    Performance Monitoring & Optimization
    7
    Continuous Improvement
    Technology stack

    Microsoft & related

    Dynamics 365 SalesDynamics 365 MarketingPower PlatformMicrosoft Sales CopilotMicrosoft 365Microsoft TeamsOutlookPower BI
    Fixed price per phase · code & solution = your property · hypercare 4–12 weeks depending on the engagement model.
    How big, how long, how much

    Typical project sizes

    Orientation, not a quote. Final scope and price are fixed after the Discovery phase — when we both know what actually needs to be built.

    MVP
    3–5 weeks
    1 architect · 1 developer

    CRM setup, lead and opportunity management

    Most Common
    Standard
    2–4 months
    2-3 devs · architect · PM

    Full pipeline, forecast model, reporting

    Enterprise
    5–8 months
    4+ devs · multi-stream

    Multi-territory, ERP integration, partner portal

    Phase fixed price — decided after Discovery.
    Discuss your project
    Frequently asked

    FAQ

    MVP in 3–5 weeks (CRM setup + lead/opportunity management). Standard pipeline with forecast model and reporting 2–4 months. Multi-territory with ERP integration and partner portal 5–8 months.

    Dynamics 365 Sales Professional from CHF 52.60/user/month, Enterprise from CHF 85.00/user/month (Swiss list prices; CSP discounts are typical). We work with you to find the tier that fits your volume — and whether a leaner Power Apps setup with Dataverse is enough for smaller teams. We recommend the tier that genuinely fits, not the most expensive one.

    Native integration with Outlook, Teams, Word, Excel. Backend connectivity to SAP via the certified Microsoft connector; we connect Abacus / Bexio through their REST APIs / custom connectors. Typical migration: from Salesforce, Hubspot, Pipedrive — we migrate the data and map your processes 1:1.

    Yes. Web forms (e.g. a university application form or a consultancy enquiry form) are pushed into the CRM via Power Pages, Dynamics 365 Marketing, or a simple REST endpoint with Power Automate. We build lead scoring, routing rules and automated follow-up emails — typical setup effort 1–2 weeks, often as a rapid-delivery sprint.

    Then we review with you whether D365 Sales or a leaner Power Apps setup with Dataverse is the better fit. Power Apps Premium (CHF 16.20/user/month) is enough for many smaller teams. The choice can grow into D365 later when the volume justifies it — with no data loss, thanks to the shared Dataverse backend.

    A Solution Architect (PL-600 Power Platform Solution Architect Expert) plus 1–2 D365 developers with MB-210 (D365 Sales Functional Consultant). Plus your sales lead or pipeline owner as product owner.
    How we work

    Available as

    Five ways to start — from a focused assessment to ongoing support.

    Rapid Delivery
    0.5 – 10 days · from CHF 2k
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    Assess & Advise
    1–4 weeks · from CHF 8k
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    Full Implementation
    3–12 months
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    Managed & Evolve
    ongoing · from CHF 4k/mo
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    Training & Enablement
    0.5–5 days · from CHF 2k/day
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    30-minute scoping call

    Let's talk about your Sales-Exzellenz & CRM initiative.

    30 minutes is enough to clarify scope, tier and effort. We then send an indicative quote — no slide deck.

    Book an appointment

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