Setting up a CRM platform
Management and optimization of the customer relationship
Setting up a customer relationship management tool
Groupe E, a Swiss electricity producer and distributor, manages a large portfolio of customers and suppliers.
In order to have a clear and deduplicated vision of the group’s interlocutors, Groupe E asked Coexya to set up a transverse CRM tool that would provide a 360° view of their customers and suppliers, by subsidiary.
This central tool was also to expose the information of each supplier in an extranet portal.
Groupe E chose Coexya to support them on a strategic mission to meet the following objectives :
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Unify the data of all Groupe E companies in a single repository for sales, but also for purchasing,
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Creation of a Group CRM, allowing the replacement of all current CRM solutions,
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Implementation of a supplier portal, strongly linked to the Group CRM, in order to manage the referencing and bidding processes,
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With the implementation of this project, allow Groupe E to take the turn of Cloud Computing.
Technical environment :
- Dynamics 365
- SharePoint
- Office 365
- MDS
