Georg UTZ
Georg UTZ implemented Microsoft Dynamics 365 Sales, digitising customer relationship management, the quotation process and sales reporting for the company’s Polish branch.
A manufacturer of reusable packaging
Georg UTZ manufactures reusable plastic packaging systems for transport, storage and intralogistics, as well as technical parts for professional applications. The company operates globally; the ANEGIS project concerned its Polish branch.
Project Description
Georg UTZ Sp. z o.o. needed a unified customer relationship management system to replace scattered tools and enable consistent sales processes, from the customer database and quotation to recording sales visits and meetings.
ANEGIS implemented Microsoft Dynamics 365 Sales, covering several dozen members of the sales department. The work included gathering functional requirements, gap analysis, specification documentation, software development, testing, and training and acceptance testing.
Challenge
- No central database of customers and prospects
- Manual preparation of quotations and recording of sales orders
- No tool for reporting visits, meetings and sales activities
- Limited visibility of customer activity for sales managers
- The need to automate the creation of new business relationships
- No consistent process for entering and tracking prospects (leads)
Solution
- Implementation of Microsoft Dynamics 365 Sales as the central CRM system for Georg UTZ’s Polish branch.
- Launch of a customer database with the full history of relationships and activities.
- Implementation of a quotation and sales order handling module with automatic invoice generation.
- A sales dashboard showing customer activity in real time.
- Automatic creation of new business relationships and recording of prospects.
- A module for reporting sales visits and meetings for the sales team.
Benefit
- A central customer database available to the whole sales team in one place.
- A standardised, faster quotation process, from enquiry to order and invoice.
- Sales managers have up-to-date insight into sales activities and the sales pipeline.
- Automated recording of new business relationships eliminates manual data entry.
- Consistent reporting of visits and meetings replaces unstructured notes and spreadsheets.
Our experience working with ANEGIS confirms their high standards of work and professional approach to service delivery. We recommend ANEGIS as a competent and experienced business partner.
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