Case Study: iDM Energiesysteme achieves more accurate sales forecasting with InLoox

iDM Energiesysteme - Customer Case Study

iDM Energiesysteme, the Austrian heat pump manufacturer, needed better visibility and more reliable forecasting across around 2,000 parallel sales and production projects each year. To replace a rigid legacy tool, the company chose InLoox project management software to improve project tracking, sales coordination, and resource planning in a highly fluctuating market.

With InLoox, iDM centralized document storage, standardized data capture with custom fields, tracked time, and used dashboards, heat maps, Outlook integration, and Power BI to analyze project data. The results were clearer project management, more accurate sales and production forecasts, faster access to quotation and technical information, and better resource planning based on more than 280,000 project-related data entries.