Manage special conditions digitally: STIEBEL ELTRON relies on Microsoft Power Apps

Time saving

When processing and approving special conditions

Increased efficiency

Through digital workflows and automated approval processes

With innovative solutions in building technology, STIEBEL ELTRON GmbH & Co. KG is setting standards and driving the energy transition forward with efficient heat pumps, instantaneous water heaters and ventilation systems.

STIEBEL ELTRON operates in a three-stage sales channel and offers indirect customers, such as craftsmen or housing companies, various special conditions . These range from framework agreements and property-related rebates to discounts for exhibition and personal use.

The administration of these special conditions was previously associated with a high level of manual effort . Various rebate models were organized via Excel spreadsheets , which made processing not only cumbersome but also error-prone. In addition, there was no central control, so that approvals often had to be coordinated across several departments . This non-standard process caused delays and made it difficult to follow-up, wasting valuable time .

To meet these challenges, STIEBEL ELTRON decided to for a digital solution in cooperation with itmX. The aim was to optimise the special conditions process and to develop a transparent, end-to-end solution that seamlessly connects all relevant processes and stakeholders.

From Excel to Power Apps – the path to automation

„We used to calculate and manage special conditions manually in Excel . This was error-prone and time-consuming builtndig. The next step was an Excel solution with VBA coding, but we wanted to go further and create a solution that is fully digitized on the one hand and easy to use on the other.”

Florian Bruns, STIEBEL ELTRON Deutschland Vertriebs GmbH

These requirements have resulted in an app in which the special conditions process is now completely digitally mapped. The app is based on Microsoft Power Apps and is fully integrated into itmX’s CRM system , which STIEBEL ELTRON also uses. This allows special conditions to be managed centrally, applications to be recorded digitally and approvals to be processed automatically. The system automatically detects the required approval levels – from sales reps to sales management – and ensures that all relevant information is available centrally.

In addition, rebate agreements are posted directly in SAP as contracts, which has also significantly improved traceability.

Since the go-live in June 2023, more than 2,500 applications have already been successfully processed.

STIEBEL ELTRON digitizes sales processes

Find out how STIEBEL ELTRON has digitized its sales processes with webXperience and made them more efficient through seamless integration into existing systems.

To the success story

More efficiency and transparency through digital workflows

The introduction of the special conditions app has improved the internal processes at STIEBEL ELTRON significantly improved. Automation ensures faster processing and reduces manual intervention to a minimum.

Clearly defined approval processes: Approval levels are digitally mapped so that all parties involved can view the status of an application at any time .
Reduced administrative effort:
Automated workflows minimize errors and relieve the sales team.
Direct integration with SAP:
Rebates are automatically deposited as contracts, ensuring transparent billing.

„Thanks to the digital mapping of the approval process, all parties involved are directly involved. Manual coordination is eliminated, so there are no more delays .“

Florian Bruns, STIEBEL ELTRON Deutschland Vertriebs GmbH

Another advantage of the new solution is the possibility of restructuring flexibly in the application themselves. Sales territories and approval levels can be easily adjusted without having to make far-reaching changes to the system. are necessary. This allows STIEBEL ELTRON to react quickly to changes and adapt the application to new requirements.

Future Outlook: Further Development and Automation

The special conditions app marks only the beginning of the digital transformation of STIEBEL ELTRON GmbH & Co.KG. In the future, the processes are to be further automated in order to: increase efficiency and transparency. In addition to expanding to a fully automated billing , the use of AI-supported processes is also planned to automatically process standard requests. In addition, the integration of extended reporting functions into the CRM system should enable even more in-depth data analysis.

„Our vision is a completely digital billing in which everything from invoice entry to automated credit is done at the touch of a button . At the same time, sales representatives can see all relevant customer information at a glance, while AI helps to intelligently match emails and requests.”

Florian Bruns, STIEBEL ELTRON Deutschland Vertriebs GmbH

If you want more information about the course of the project and also tips on the implementation process of such an app In the accompanying audio and videocast, Florian Bruns, Head of Sales Management, exclusive insights. In the videocast he even shows the app live!

To the videocast

To the Podcast

Since its foundation in 1924, the Stiebel Eltron GmbH & Co. KG continuously sets standards in the areas of technological competence, quality, innovation, reliability and customer proximity at its headquarters in Holzminden. The expertise is reflected in a wide range of products suitable for a wide range of applications: hot water appliances, heat pumps, ventilation systems and space heaters. This diversity makes it possible to offer individual solutions that meet the requirements and needs of their customers. Decades of experience and the pursuit of continuous development position Stiebel Eltron as a reliable and innovative market leader that actively shapes the future of building technology and green technologies.