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3 min read • Nov 18, 2025
Before the project began, customer inquiries were routed through roughly 42 Outlook subfolders and alias addresses—distributed across as many as 70 employees. This resulted in time-consuming, duplicate, and opaque processes.
Before the project started, customer inquiries were handled via around 42 Outlook subfolders and alias addresses — spread across up to 70 employees. Manually reviewing them was time-consuming, duplicative, and lacked transparency. Now, inquiries are received through several central mailboxes, analyzed by four trained AI models, and automatically classified. Requests such as cancellations, service disruptions, or invoices are forwarded directly to the responsible employees using skill-based routing.
Microsoft Copilot Microsoft Copilot additionally supports the team with case summaries, suggested replies, and access to an internal knowledge base. Language, tone, and email length can be adjusted as needed—fully integrated within the CRM environment.
One key innovation is the SAP integration: contract data, invoices, and meter readings are accessible directly within CRM. When a process is completed in SAP, the corresponding CRM case is automatically closed—creating a seamless, end-to-end experience with no system breaks.
Why it worked: Structure, training, and scalability
From the start, illwerke vkw relied on internal expertise, strategically growing its in-house CRM team. A train-the-trainer model ensures regular knowledge sharing and sustained system adoption. Legacy structures were replaced, AI training data continuously refined, and new roles—like AI trainers—introduced. A central knowledge base further supports efficiency and accuracy.
„The system went live on a Monday—30 minutes later, we were productive. A textbook go-live.“
– Johannes Battlogg, Head of CRM, illwerke vkw
„ The AI understands our requests—and our service team can finally focus on what truly matters."
– Pascal Uebbing, CRM Project Lead, illwerke vkw
The company is currently assessing the extent to which the telephone channel can also be automated. This includes evaluating the potential use of a voice bot to pre-qualify incoming calls — modeled on the existing email classification process. The future use of AI agents to handle simple inquiries is also a conceivable scenario.
With the BE-terna industry solution for the energy sector, you can increase efficiency, optimize customer relationships, and unlock new business opportunities in both B2B and B2C markets.
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