Theobald Software

We are moving Austria's largest digital marketplace from separate solutions to a standardized digital data exchange.

Solutions

CRM Software

Branches

Professional Services

Topics

Automatisierung, Datenqualität, Customer Experience

The challenges

Theobald Software faced a challenge that many companies are familiar with. The company took its strategic development as an opportunity to take its CRM system to a new level:

Fragmented database
Inconsistent data structures made reliable analysis difficult and required considerable manual effort to make data-based decisions.
Inefficient processes
High manual effort tied up valuable resources that could have been used more profitably elsewhere, threatening to slow down the scalability of the business.
Future viability
The company's growing ambitions, in particular the planned use of predictive analytics and AI-supported applications, made a solid, future-proof database a key requirement.

Solution

Together with NAVAX Consulting, Theobald Software implemented a comprehensive CRM modernization based on Microsoft Dynamics 365. The focus was on high data quality and the creation of a future-proof and scalable platform.

High-quality, consolidated database
and transparency regarding customer relationships and pipeline development.
Significant reduction in manual effort
through automated workflows and stable process structures.
AI-ready architecture
Technological and data preparation for AI scenarios such as predictive sales and specific customer approaches.

About Theobald Software

Since 2004, Theobald Software has been the expert in seamless SAP integration. Our solutions enable the use of SAP data in almost any third-party system – whether on-premises or in the cloud. Worldwide, 1,700 active customers of all sizes and from all industries rely on our expertise to use their SAP data efficiently and strategically. Our success is based on an international team of around 60 highly qualified specialists and strong partnerships with SAP, Microsoft, AWS, and other global companies. We always keep our focus on developing optimal solutions for our customers and follow our clear ethical compass consistently.

As the company grew rapidly, so did the demands on the CRM system—it was necessary to take data quality and business processes to the next level. NAVAX has many years of experience with Dynamics 365 and understood our requirements immediately, picking up exactly where we were and addressing them directly. Today, we have high-quality data, stable workflows, and significantly less manual effort. This is a major benefit for our entire company and, above all, for our customers.