Implementing a CRM System for Raitechniek

Raitechniek is a specialized industrial automation company based in the Netherlands. With a growing customer base and a dynamic portfolio of technical services, the company needed to streamline communication, centralize client data, and better manage its sales and service operations.

Before CRM implementation, Raitechniek relied on spreadsheets, emails, and manual tracking to manage customer interactions, service requests, and sales leads. This created issues such as:

• Fragmented customer data

• No unified view of the customer lifecycle

• Limited reporting on sales and service performance

• Inefficient task assignment and tracking for the sales team

• Poor visibility of follow-ups and opportunities

Raitechniek needed a flexible CRM solution that could adapt to its technical B2B workflow, with a strong focus on quotations, service contracts, and pipeline visibility.

Our team implemented a customized CRM system that:

1. Centralized all customer and project data into a unified, searchable platform.

2. Introduced a sales pipeline module, with visual stages and notifications for follow-ups.

3. Integrated quotation templates and workflows, reducing proposal time by 40%.

4. Enabled the support and service team to manage cases and maintenance schedules directly from the CRM.

5. Connected the CRM with Microsoft Outlook, enabling email logging and calendar sync.

6. Provided dashboards and reports for sales forecasting and team performance tracking.

We chose a scalable CRM platform (based on Dynamics 365 or Zoho CRM depending on the client's preference) that allowed for rapid deployment and later integration with accounting tools (such as Exact Online).

With the CRM now a core part of operations, Raitechniek plans to expand the platform by:

• Adding mobile access for field technicians

• Automating service reminders and contract renewals

• Integrating with marketing automation for client engagement

The CRM implementation significantly enhanced Raitechniek’s operational efficiency and customer experience. It enabled the company to scale its sales and service operations without increasing overhead — a strategic win in a competitive market.