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How Theobald Software is making its CRM ready for the AI era.

The SAP integration specialist modernized its CRM on Microsoft Dynamics 365 together with NAVAX. The focus was on CRM data quality: a consolidated data basis, automated workflows and an architecture that AI in sales can build on.

Theobald Software logo
Customer
Theobald Software
Industry
Professional Services
Solution
CRM · Microsoft Dynamics 365
Topics
Data qualityAutomationCustomer experience
The project in 30 seconds
  1. Challenge

    As the company grew, so did the demands on the CRM. Inconsistent data and a lot of manual work slowed down analysis and scaling.

  2. Solution

    NAVAX rebuilt the CRM on Microsoft Dynamics 365, with a focus on high data quality and a platform that grows with the company.

  3. Result

    High-quality data, stable workflows and significantly less manual effort. And a basis that AI scenarios such as predictive sales can build on.

Challenge and solution

From a CRM that grew over time to a basis for AI in sales.

With strong growth, the demands on the CRM rose: data quality and business processes had to reach the next level. Three places where the old system held the company back.

  1. 01Data basis
    Before

    Fragmented data

    Inconsistent data structures made analyses unreliable. Anyone who wanted to base a decision on numbers first had to compile them by hand.

    With Microsoft Dynamics 365

    A consolidated data basis

    Customer relationships and pipeline live in one system, consistently structured and of high quality. Developments are transparent at all times.

  2. 02Processes
    Before

    A lot of manual work

    Manual steps tied up resources that would have achieved more elsewhere, and they threatened to slow down growth.

    With Microsoft Dynamics 365

    Automated workflows

    Stable process structures and automated workflows in Dynamics 365 significantly reduce manual effort.

  3. 03Future
    Before

    No foundation for AI

    Predictive analytics and AI-powered applications were planned. What was missing is what every AI needs first: a solid, reliable data basis.

    With Microsoft Dynamics 365

    AI-ready architecture

    Technology and data are prepared for AI scenarios such as predictive sales and more targeted outreach to individual customer groups.

Two mugs with the Theobald Software logo, above them the motto “Connect. Integrate. Simplify.”
Insights

Theobald Software in pictures.

“Connect. Integrate. Simplify.” That is how Theobald Software sums up what the company stands for: making SAP data usable wherever it is needed.

“With the company's strong growth, the demands on the CRM system also increased. The task was to take data quality and business processes to the next level. NAVAX has many years of experience with Dynamics 365, met us exactly where we stood, and understood and addressed our requirements right away. Today we have high-quality data, stable workflows and significantly less manual effort. A big win for our entire company and above all for our customers.”

Christian BohneChristian BohneCFO, Theobald Software
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The customer

About Theobald Software.

Since 2004, Theobald Software has been the expert for seamless SAP integration. The company's solutions make SAP data usable in almost any third-party system, on-premises and in the cloud.

Behind its success are an international team of highly qualified specialists and strong partnerships with SAP, Microsoft, AWS and other global companies. Theobald Software keeps its focus on two things: the best solution for its customers and a clear ethical compass.

theobald-software.com(opens in a new window)
2004
founded, specialized in SAP integration ever since
1,700
active customers worldwide, of all industries and sizes
around 60
specialists in an international team
SAP · Microsoft · AWS
and other global technology partners
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What changed for others.

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