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.

More information about our CRM offer

Groupe E chose Coexya to support them on a strategic mission to meet the following objectives :

  • Unify the data of all Groupe E companies in a single repository for sales, but also for purchasing,

  • Creation of a Group CRM, allowing the replacement of all current CRM solutions,

  • Implementation of a supplier portal, strongly linked to the Group CRM, in order to manage the referencing and bidding processes,

  • With the implementation of this project, allow Groupe E to take the turn of Cloud Computing.

Technical environment : 

  • Dynamics 365
  • SharePoint
  • Office 365
  • MDS