• Contact us: office@woods.consulting
Book a meeting

Ecobility GmbH: Building a Scalable Sales Foundation on Microsoft Dynamics 365

How Ecobility standardized sales processes, improved transparency, and created a digital foundation for future growth with Dynamics 365 Sales

ecobility GmbH

Ecobility GmbH is a specialist for sustainable, turnkey, and connected solutions in the areas of energy efficiency and decarbonization. Based in Wolfratshausen, the company supports customers with tailored solutions spanning energy generation, energy storage, e-mobility, LED lighting, and energy management. With more than 3,200 completed projects and 15 years of market experience, Ecobility had built strong expertise and a broad solution portfolio. As the business continued to grow, the need for a more structured and scalable sales platform became increasingly important. Dynamics 365 Sales provided the foundation to bring customer information, opportunities, and sales activities into one connected system and support a more transparent, consistent sales process.

Location:

Wolfratshausen, Deutschland

Employees:

50+

Woods Business Solutions showed us a clear, standards-based path on the Microsoft Cloud and created the transparency, speed and scalability we needed to build a future-ready platform for digitalization, automation, and AI.

Nicolas Holdschik, Managing Director, Ecobility GmbH

Starting Point
Ecobility’s previous ERP and CRM landscape was no longer able to meet the company’s growing demands for transparency, process speed, and scalability. At the same time, the goal was not to introduce a standard off-the-shelf solution, but to create an environment tailored to Ecobility’s specific processes and future direction. The company was looking for an agile, service-oriented, and solution-focused partner who could build an individual platform on a technologically secure foundation. A key requirement was long-term investment security through a leading enterprise platform, combined with the flexibility to support ongoing digitalization, automation, and future AI integration.

Summary

  • Legacy ERP/CRM no longer supported growth and transparency requirements

  • Need for faster, more scalable commercial processes

  • No interest in a generic standard solution

  • Requirement for an individual, extensible environment

  • Enterprise-grade platform required for long-term investment security

  • Strong focus on future digitalization, automation, and AI enablement

The objective was to establish a modern and scalable CRM foundation based on Microsoft technology. The new solution should improve transparency across customer and sales processes, accelerate day-to-day operations, and create a flexible platform that can evolve with the business. Just as importantly, Ecobility wanted a system architecture that would not only solve today’s challenges, but also provide the basis for future automation and AI-driven capabilities.

Summary

  • Centralize customer and opportunity data in one system

  • Standardize and structure the sales process

  • Improve transparency across pipeline, activities, and responsibilities

  • Enable better collaboration and more reliable follow-up

  • Build a scalable CRM foundation for future growth

Solution Overview

The solution was built on the Microsoft Cloud with Dynamics 365 Sales as the central CRM platform. The goal was to give Ecobility a structured and scalable environment for managing customer relationships, sales activities, and opportunities in one connected system. Ecobility positions itself as a provider of tailored solutions for energy efficiency and decarbonization, including areas such as energy generation, storage, e-mobility, LED lighting, and energy management, so a flexible and transparent sales foundation was critical to support that broad portfolio.

By centralizing accounts, contacts, leads, opportunities, and related communication, Dynamics 365 Sales created a single source of truth for the sales organization.

Standardized sales stages, clear ownership, and improved visibility helped turn previously fragmented processes into a more consistent and manageable sales workflow.

The implementation was complemented by Microsoft 365 and the Power Platform to strengthen collaboration, simplify day-to-day work, and enable future automation. This created a digital foundation that not only supports current sales operations, but also gives Ecobility room to scale as the company continues to grow in a dynamic energy market. Ecobility is based in Wolfratshausen and is part of the Krämmel Group, which adds to the need for professional, scalable structures as the business expands.

Standardized sales processes, clear pipeline transparency, and smarter automation — building a scalable foundation for growth.

Results

With Microsoft Dynamics 365 Sales, Ecobility established a more structured and transparent sales organization. Customer data, opportunities, and activities are now managed in one central system, creating a stronger foundation for collaboration, follow-up, and scalable growth.

30-50%

less manual effort in opportunity tracking and status updates

By replacing scattered files and manual maintenance with one connected CRM platform, Ecobility reduced administrative effort and created a more efficient way to manage sales activities.

10

hours/month

Estimated time saved through centralized data and process automation​

Unified data foundation for accounts, contacts, opportunities, and sales activities

20-30%

better pipeline transparency across teams and opportunities

Interested in a partnership?

As a Systems Integrator, we harness our extensive knowledge of the most recent Business Applications and advanced Cloud technologies. We are competent in all aspects of a businesses digital presence and go beyond just business process consulting to ecompass the entire digital footprint, including websites, marketing and more.