Microsoft Dynamics 365 implementation
Start of the project: April 2016
To Heineken Slovakia, we have implemented a Microsoft Dynamics 365 solution that has streamlined sales, marketing, and customer care processes of the company. Heineken has become the first FMCG company in Slovakia using Online CRM. Primary solution users are Telesales operators for whom CRM solution is the only tool for everyday customer contact, multiplying the quality and speed of their operations. Secondary users are the Trade Marketing Department along with the Heineken Sales Department.
The implementation of Microsoft Dynamics CRM in the cloud and its integration with existing systems brought Heineken following benefits:
- Heineken gained a 360-degree view on its customers and synchronization of various data types into the one system increased speed and quality of the whole sales process, customer service as well as dealing with customer requirements.
- All sales activities of sales representatives and information about customers recorded in CRM are available also for telesales operators during the telephone contact with a customer. Telesales can follow up with work of Sales and vice versa.
- Dealing with customers through the telephone is now several times more efficient. There is no need to use physical phones anymore and the solution provides comfortable making and answering phone calls directly from the PC. A phone call with a customer automatically opens the customer file in the CRM system, where all important information for the operator handling the phone call or placing an order is available.
- CRM, as a unified storage of all the information, provides immediate insight on topical leaflet campaigns, sales campaigns targeted on customers as well as up-selling and cross-selling possibilities.
- Clearly reporting for the company management and new insight on customers help to make more efficient managerial decisions.
- Integration of the CRM system with the economic system saved a lot of money on software licenses, since Telesales employees use only the CRM system.
Cloud application based on the Microsoft SharePoint Online
Based on the customer´s requirements, we have implemented a cloud application based on the Microsoft SharePoint Online to Heineken Slovensko. Thanks to the Travel Expenses, as was the application named by Heineken Slovensko internally, the entire process of submitting requests for approval of business trips, settlement of business trips and approval of related prepayments, has been digitalized. The solution has automated the multilevel approval process, previously managed in paper form.
Among the most important functionalities of the application belong:
- automatically pre-filled data about employees and financial data for all kinds of expenses related to business trips;
- access to the application for all employees anytime and from any device;
- interconnection between the application and the accounting system;
- the possibility of accounting control;
- automatic import of the items which were paid by the employees using company credit or debit cards;
- provision of relevant data for managerial reporting;
- the possibility to insert various types of attachments into the requests (e.g. invoices, receipts, etc.);
- the possibility to print individual parts of documentation.
Delivered forms:
- request for approval of a business trip;
- request for prepayment;
- request for business trip settlement.