Luminus Accelerates Mobile Contract Generation Through CRM

Project Profile

XperiDo for Microsoft Dynamics is an easy-to-use document generation solution that enables the creation, management, delivery, storage and e-signature of professional documents – all from Microsoft Dynamics 365/CRM.

About Luminus

A subsidiary of EDF Group, Luminus is the leading green energy producer in Belgium, with 189 wind turbines and seven hydroelectric power plants. The company sells electricity, gaz and energy services, offering innovative energy-efficient and sustainable solutions to two million personal and corporate customers.

The Challenges

Luminus’ core mission is to enable customers to save energy and money. However, their Real Estate Development (RED) department was not enjoying the same benefits in their day-to-day contract generation operations; the Luminus RED sales representatives were spending about a full day per week manually creating reseller contracts for partners. Plus, they needed at least two visits to close a reseller partnership deal – one to shake hands on it and another to get the documents signed.

Luminus started their technology transformation by implementing Microsoft Dynamics CRM to manage their 1,400 reselling partners in the real estate development ecosystem. The project’s initial scope was to create a digital file cabinet, but it quickly evolved to become a full-blown productivity solution with the addition of two key components to the Dynamics CRM environment – Resco for mobility and XperiDo for document generation.

The Solution

Generating and Signing Contracts on the Road

One of the RED sales representatives’ main objectives is to identify new reselling partners for the company’s energy products and services, and on-board them as quickly as possible. To be successful, they needed access to information on these opportunities anytime, anywhere. They also needed to create professional, data-driven contracts and get them into the hands of the partners in a timely manner.

With Resco – a global company developing mobile applications for CRM – they can have full access to data stored in Microsoft Dynamics CRM, on the road. And using XperiDo for Dynamics, they have the ability to create and generate the required documents, automatically incorporating personalized partner information with a single tap on their tablet. XperiDo’s integration with e-signatures allows new partnership deals to be sealed in minutes, on the spot.

The productivity gain for our sales representatives is huge. With XperiDo for Microsoft Dynamics, a single tap on their tablet creates and handles all their paperwork.

Jürgen Neysens
Channel Manager at
Luminus RED

Personalized Sales Kits

During the on-boarding process, the Luminus RED team provides partners with sales kits containing ready-to-use contracts and sales collaterals for their prospective customers. The company has its own print room to cater for the demand; XperiDo’s solution helped optimize the print room operations.

Instead of printing generic, “one size fits all” sales kits, the Luminus RED department can now generate a relevant subset of the documentation. The system also pre-populates specific data fields on the sales collaterals used by partners. For instance, a unique partner code is generated through Microsoft Dynamics CRM for each partner; the appropriate field is filled with the code on all documents via XperiDo, to further personalize the sales kits.

The Benefits

The combination of Microsoft Dynamics CRM, Resco and XperiDo was a major time (and energy) and money saver. For the Luminus RED department, being able to easily and efficiently create and deliver data-driven contracts through digital processes meant they could close reseller partnership deals faster, in one meeting, which resulted in increased business growth.

The optimized print room allowed the team to make a significant cut in both print costs and partner sales administration time, as the XperiDo solution for Dynamics enabled them to only print the parts of the sales kits that are relevant to a partner’s specific situation. The personalization capabilities of the system contributed to improving the partner experience.

The technology transformation project was facilitated by the Belgian division of NORRIQ, who’s work was greatly appreciated by the Luminus RED team.

It takes technical skills to implement a software and communication skills to get everyone on board. The NORRIQ team excels in both disciplines.

Jürgen Neysens
Channel Manager at
Luminus RED

Like Luminus, empower your organization with document generation and document automation capabilities enabling the creation, management and delivery of better documents, faster.

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COVID-19 update

The spread of COVID-19 continues to evolve and in this context, we wish to inform you that Xpertdoc is closely monitoring the situation and would like to inform you of the measures taken by our team to support its employees, customers and partners.

We do not foresee any impact on the delivery of our services and want to assure our customers that we are executing our continuity plans in order to ensure that our customers continue to receive our services without jeopardizing the safety and security of our personnel.

In accordance with the recommendations of government authorities, here are some of the measures being taken by Xpertdoc:

Remote work for all employees
Arrangements have already been made and we have requested that all our employees work from home. Our continuity plan includes a full deployment of remote work arrangements to ensure uninterrupted service to our clients and partners.

Hosting and cloud services
We have been assured by our suppliers that there are no known impacts to these services, and we are confident that we are able to effectively manage the delivery of our cloud services to all our customers.

We have cancelled all business travel until further notice for all our employees. If employees have or will travel for personnel reasons, they will be asked to respect the quarantine delay before participating in any business activities.

Events and gatherings
All our events have been postponed or cancelled. Our employees are no longer allowed to participate in any events, seminars or gatherings.

We are committed to providing the best possible service to our customers and partners, to ensure that you can continue digital communications with your own audience. In these critical moments if we can help please do not hesitate to contact us.


The Xpertdoc Team

Mise à jour sur la COVID-19

La propagation de la COVID-19 continue d’évoluer et, dans ce contexte, nous souhaitons vous informer que Xpertdoc suit de près la situation et que notre équipe a pris des mesures pour soutenir ses employé(e)s, clients et partenaires.

Nous ne prévoyons aucun impact sur la prestation de nos services et voulons assurer nos clients que nous mettons en œuvre notre plan de continuité des affaires, afin de garantir que vous continuiez à recevoir nos services, sans compromettre la santé et la sécurité de notre personnel.

Conformément aux recommandations des autorités gouvernementales du Québec, voici quelques-unes des mesures prises par Xpertdoc :

Travail à distance pour tou(te)s les employé(e)s
Nous avons demandé à tou(te)s nos employé(e)s de travailler à domicile. Notre plan de continuité des affaires comprend des arrangements de travail à distance pour assurer un service ininterrompu à nos clients et partenaires.

Hébergement et services infonuagiques
Nos fournisseurs nous ont assuré qu’il n’y avait pas d’impacts connus sur les services d’hébergement et infonuagiques. Ainsi, nous sommes convaincus d’être en mesure de gérer efficacement la livraison de nos services infonuagiques à tous nos clients.

Nous avons annulé tous nos voyages professionnels jusqu’à nouvel ordre, pour tou(te)s les employé(e)s. Si des employé(e)s ont voyagé ou doivent voyager pour des raisons personnelles, il(elle)s seront placé(e)s en quarantaine pour une durée de 14 jours, avant leur retour au travail.

Événements et rassemblements
Tous nos événements ont été reportés ou annulés. Nos employé(e)s ne sont plus autorisé(e)s à participer à des événements, séminaires ou rassemblements.

Nous nous engageons à fournir le meilleur service possible à nos clients et partenaires, afin de garantir que vous puissiez continuer vos opérations sans interruption. Dans ces moments critiques, nous sommes là pour vous aider. N’hésitez pas à communiquer avec nous si nécessaire.


L’équipe Xpertdoc