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Setral

  • The connection of CRM and ERP is a small masterpiece. It allows evaluations directly in the CRM, which are extremely important for sales and controlling.
  • Kristin Scharrer
  • Team Leader Sales Support and CRM project manager, Setral Chemie GmbH

Setral optimizes sales processes through reporting, activity management and centrally provided customer data. The focus is on mapping an extensive range of products and services with different departments in Dynamics 365 CRM.

Company's Profile

  • Manufacturer of specialty lubricants
  • Belongs to ECCO Gleittechnik GmbH
  • Main locations in Seeshaupt (DE) (Setral Chemie GmbH) and Romanswiller (FR) (Sétral S.à.rl)
  • Global presence in over 55 countries through companies, holdings and sales partners

task

  • Connection of the ERP system to the CRM software via an Enterprise Service Bus
  • Optimization of sales processes through reporting, activity management and centrally provided customer data
  • Mapping of an extensive range of products and services with different departments in the company in Dynamics CRM
  • International use of the Microsoft CRM software in Germany and France

decision criteria

  • Comprehensive functionality of Microsoft Dynamics CRM
  • Professional advice from KUMAVISION

Implemented solution

  • Microsoft Dynamics 365 CRM
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