About customer

Porsche dealership network

Challenges and solutions

The customer needed to switch to a new version to connect to the manufacturer's new interfaces.
Car sales processes and CRM were to be standardized.
Printed forms were to be optimized as well 

 Customer's IT landscape included: Microsoft Dynamics 365, SAP for accounting, package of external interfaces OEM PORSCHE

Results

• Migrate data from Microsoft Dynamics NAV
•  Connect all PORSCHE OEM interfaces active at the time of launch
•  Optimizing integration with SAP accounting
•  Reduce the cost of changing printed forms by using WORD templates
•  Include a discount adjustment mechanism at several levels depending on the type of cargo and the size of the discount
•  To provide sellers and the head of the sales department with a flexible and customizable sales cycle functionality from lead to delivery
•  Develop additional reporting on the CRM block
•  Develop additional automatic reminders according to the deadlines for completing tasks