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BE-terna achieves the 2023-2024 Microsoft Business Applications Inner Circle award.
5 min read • Apr 06, 2020
As an innovative niche player in energy-efficient building technology, SIGA’s corporate strategy involves constantly seeking out and implementing potential improvements. In the selection procedure for new business software, it was therefore important to find a quick and scalable communication platform that could be easily adjusted to suit increasing and changing requirements. With Microsoft Dynamics 365 Customer Engagement (CRM) and Power BI, combined with BE-terna’s industry know-how in the construction supplier industry, SIGA had found the perfect partner to implement this strategy.
The Swiss company, based in Ruswil (near Lucerne), is one of the leading manufacturers of adhesive tapes and membranes free from residential toxins for airtight building envelopes. For SIGA, sustainability and innovation play an important role both in the development of its products and in its IT landscape. After an intensive selection process, the family company decided on the BE-terna team and its CRM solution based on cutting-edge cloud technology, along with Business Intelligence (BI) from Microsoft.
Using Microsoft Dynamics 365 for Customer Engagement (CRM) as a company-wide platform was essential, as SIGA is currently in a strong growth and internationalisation phase. This makes work easier for sales in particular. The simultaneous set-up of a BI system supplements and complements the CRM solution perfectly and makes corporate management much easier.
Christine Rebsamen, CRM Product Owner at SIGA, considers the agile project approach used by BE-terna as a crucial factor in the successful implementation:
We invested a lot of time with our users, especially users in sales. This interaction, along with project’s agile-based organisation, allowed us to meet the go-live deadline and reach a high level of acceptance in sales!
The CRM solution implemented by BE-terna is used by roughly 400 users in 20 countries and is a key application for making work with customers easier. Before the CRM rollout, combining customer data from various systems and capturing and managing it always involved lots of work, especially for sales. The integration of the SAP ERP solution has created a consistent database that provides a 360° view of customers.
The bidding process, a key process for SIGA, has run smoothly and with no duplicate entries since the successful implementation. Planning customer meetings is also much quicker and easier. An intuitive visit report, that will in future also be mobile, completes the customer management. Not only the processes but also the internal and external communication are simplified by a uniform UI and the Office collaboration tools, such as Outlook and SharePoint, integrated into the Microsoft Dynamics 365 for Customer Engagement solution platform.
The implemented D365 CRM solution from BE-terna helps us to better serve our customers. Customers, products as well as employees are networked, future potentials can be recognized and put into practice.
Patrick Haacke, Chief Sales Officer bei SIGA
The scalability of the solution platform is also an advantage for the Swiss company. In addition to mapping the sales processes, SIGA also uses the Dynamics 365 for Customer Engagement platform for other company areas, as the IT platform provides a joint foundation not only for sales but also for supplier management and employee support. All of the company’s major business processes are thus currently supported from start to finish.
At the same time, a BI system was set up for the innovative niche player that combines and prepares data from various source systems, such as ERP and CRM, and provides it to the users in interactive Power BI reports. In compact dashboards, SIGA management thus always has an overview of the major key figures and can create analyses at any time, as needed. In the implementation of Power BI, focus was given to evaluations in finance, followed by purchasing, sales and idea management. Furthermore, information such as customer key figures can be called up in CRM at any time thanks to the integrated BI system.
Today, the perfect interaction between Microsoft D365 for Customer Engagement, Microsoft Office 365 and Power BI gives the company a 360° view of all customer and project data and makes this data available at the touch of a button.
In the coming years, the innovative company aims to develop continuously in terms of digital transformation. SIGA’s strong culture of improvement provides the perfect foundation for this, with work already being performed on new topics for even greater automation of the supply chain and to make life even easier for SIGA’s customers.
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