About the delivery
ProsessPilotene delivered Sales for Kongsberg Defence & Aerospace AS (2023).
The solution uses Leads and Opportunities with different Business Process Flows based on type
In the sales process, sales representatives have a complete overview of customer agreements, licenses, export licenses, and more.
A typical use case where a 360-degree customer view is built
Furthermore, the solution has a one-way integration from ERP LN to Dynamics 365 CRM
The solution is the master system for all new customers and contacts in KDA, and the customers are created in ERP LN when a contract is signed (Opportunity won).
Power BI is used for pipeline reporting
When setting up the customer master, we decided not to use an email address on the Account, but instead add it as a contact person using the isPerson parameter (Yes/No)
Value creation
Established customer and contact master data for creating new customers and contacts
Strong focus on data quality and security
A new implementation enabled the customer to move from numerous Excel spreadsheets and manual lists/data silos to a sales pipeline and a clear overview.
The solutions
- Sales
Area and keywords
Sales
Sales