Unpacking silos, building up profits: Bosch SDS enables the sales team of a packaging solutions leader to achieve master data distribution

Bosch SDS’ integrated CRM-based solution enables a global processing and packaging technology leader to streamline their sales operations, reducing manual effort and improving lead qualification.

Industry: Processing and packaging

Challenge:

The client’s sales team faced difficulties managing customer data across disparate ERP systems, resulting in siloed and inconsistent data. This in turn resulted in process delay and fragmentation from making changes in customer master data to having to use paper-based approval for user access. Moreover, language barriers among global users hindered efficient data management and utilization.

Solutions used:

  • Bosch SDS’ CRM-based solution integrated into the parent company’s SAP systems
  • Integrated the proposed solution with Identity Management System, Finance, Planning, and Logistics Systems, and CPQ and controlling system
  • Created and maintained customer and equipment info

Tech stack

Microsoft D365 CE Sales

Microsoft Azure Apps

Power Platform

SAP Cloud Platform Integration (SAP CPI)

Impact

Upto 95%
master data distribution accuracy
25%
reduction in manual effort
15%
improvement in lead quality due to streamlined lead qualification
Multilingual support enabling users to access data in their preferred language

Business problem

Immersive Journey

Modernization in the packaging industry plays a crucial role in the safe and efficient movement of products from manufacturers to distributors, wholesalers, and retailers before securely reaching consumers’ hands. An inherently complex process that hinges on strong relationships across the supply chain, operational efficiency, and stringent cybersecurity – leveraging technology becomes essential to elevate consumer-facing and back-office activities. Numerous packaging and processing companies, however, still grapple with legacy systems, siloed and inaccurate data, and a lack of enterprise visibility, causing a huge setback while integrating Industry 4.0 technologies and transformation efforts. Consequently, many end up with suboptimal core sales and marketing processes, including customer acquisition and retention, upselling, and cross-selling to existing clients; the absence of data-driven insights into consumer behavior further aggravates operational inefficiencies and missed revenue opportunities.

The key to capitalizing on opportunities while overcoming the challenges, as mentioned earlier, lies in embracing customer retention strategies powered by digital-first initiatives such as automation, AI, API-based platforms, smart factory solutions, and more.

For our client, a global leader in processing and packaging technology, their primary challenge was siloed and fragmented data experiences due to massive datasets stored across disparate systems. Multiple stakeholders across departments owned different aspects of customer data, creating bottlenecks in the approval workflow. This fragmented ownership resulted in delays, errors, and potential misalignments in updating critical data. Furthermore, inefficient, paper-based approvals only prolonged delays and increased administrative overhead. Finally, language barriers contribute to usability issues, misunderstandings, and functional difficulties.

Bosch SDS in action

Bosch SDS identified several operational inefficiencies and suboptimal customer experiences faced by the client. To address these, we proposed an integrated CRM-based solution that ensured seamless data transfer and management, streamlined processes, and strengthened coordination between customer management and approval processes. We also helped the client implement the following measures:

Integrated a CRM-based solution with SAP systems using SAP CPI, enabling real-time data transfer, improved monitoring, and better visibility across finance, logistics, and planning functions.
Deployed cloud-powered Azure Apps and Microsoft Power Platform to centralize and automate key sales workflows.
Simplified customer and equipment data maintenance using Microsoft D365 CE Sales, giving relevant teams instant access to accurate, up-to-date information.
Embedded an Identity Management System within the CRM to ensure secure, role-based access for global users, replacing manual, paper-based approval processes with automated workflows.
Implemented a CPQ and controlling solution that accelerated quote generation, improved pricing accuracy, and reduced turnaround time.

Shaping timeless impact

Our decades of experience establishing ‘smarter digital’ enterprises enabled us to reimagine our client business model, inculcating a data-led culture across their value chain. Our successful implementation of the CRM-based solution in collaboration with SAP and Azure-based integrations stands as testimony to the client’s enhanced focus on insight-led strategic growth, future-proof operations, and revenue-based business intelligence, keeping customers at the core.

Achieved master data distribution with 95% accuracy

Reduced manual effort by 25%

Streamlined lead qualification process

Increased lead quality by 15%

Multi-language capability for global users

Improved revenue generation potential

The Bosch SDS edge

Immersive Journey

With our proven capabilities in digital transformation and deep expertise in integrating CRM and ERP systems, Bosch SDS delivered a solution tailored to the client’s unique operational needs. We helped them create a future-ready system that supports continuous growth and expansion. Our agile approach facilitated efficient rollouts with minimal disruption to business activities with cloud-hosted SaaS. Besides elevating operational agility and customer-centricity through data-driven decision-making, the packaging and processing company also improved global alignment and collaboration – breaking down language barriers and fostering better communication. Through process optimization across functions, especially sales, they enhanced their lead quality, resulting in accelerated revenue growth.

Moreover, by significantly reducing manual intervention and errors, the client could save more, creating a profitable business. They also boosted employee morale and brand reputation through their insights-based approach. Finally, by establishing a solid digital foundation, the client is better positioned to embrace future innovations in Industry 4.0 technologies, such as GenAI, Blockchain, AIoT, and more.

Immersive Journey
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