Dynamics 365 for Sales Force Automation
Turn relationships into revenue with Dynamics 365 Sales Force Automation
Dynamics 365 Sales Force Automation (SFA)
Our SFA based on Dynamics 365 and Resco offers rich functionality across all aspects of Sales Force Automation and Retail Execution. The solution contributes to achieving a significant competitive advantage and leads to increased sales. It also has a significant impact on the day-to-day sales operations of the company’s sales executives. The solution for end users is fully offline.
Sales Planning
Daily Planning
Schedule customer visits and other business and non-business activities to prioritize traffic to individual locations
Standard visits, maps, and GPS usage assist with scheduling, route optimization, and mobile team tracking
Determination and monitoring of working time and time of specific visits
Territory Management
Helps build the organizational structure of your sales force
Allocate resources to particular sales channels
Create maps for visualization of territories and accounts
Activity Planning
Enables short-term and long-term activity planning
Display activity priority levels (including colour coded activity tags)
Monitor service calls, phone calls, emails, and more
Solid functionality for automatic planning
Contact Management Functions
Enable sales representatives to easily manage customer contacts
Account Management & Segmentation
Helps structure accounts of retail customers managed by external systems
Robust visual report builder for custom reports
Lead Distribution & Prospect Management
Manage leads according to their priority level, segment category, or status
In-store execution
Visitor Reports
A key feature that distinguishes our SFA solution from a regular CRM is the ability to guide users with pre-set steps according to your business needs: surveys, store check, listings, discount events, secondary placements, and goals and tasks.
Visit scenarios may vary based on customer type or business role – business visit, new customer acquisition, merchandising, outpatient sales, etc.
Order Taking
Sales documents management allows you to configure multiple types of documents processed between different business partners. Purchase orders, return orders or invoices are the most common, but our Sales Force Automation software Mobile Touch can include many more.
In-Store Monitoring
In-store monitoring can leverage the possibilities offered by creating questionnaires regarding KPIs like availability, facings, shelf share, and more.
Contracts
Set up and monitor contracts with ease.
Image Recognition
Image Recognition enhances store audits by automating the shelf data collecting process during the visit. This allows you to eliminate and/or complement manual auditing, save time, and get the best quality in-store data.
Promotions
The Promotions feature allows you to provide your sales team with all the tools they need to present promotions and take orders accordingly.
Fixed Assets
Allows sales representatives to control the circulation of fixed assets.
Cost Control and Budgeting
Cost control and budgeting is crucial to prevent excessive costs incurred by your sales force.
Inventory
Helps ensure that freebies, samples, or POS materials find their way to the customers where they are needed most.
Task Management
Allows you to create tasks in one click for other users or your back office directly in the SFA.
Sales Performance
and Effectiveness
KPIs Measures
KPI measures give sales representatives instant visibility on core aspects of their periodical achievements.
Audit Calls
Audit calls provide field managers with an option to review the details of individual calls and record any discrepancies between the results recorded by a sales executive and the in-store situation observed during the audit call.
Knowledge Management
Knowledge management provides easy access to multimedia files. It supports the efficient transfer of knowledge within your sales force.
Multimedia Support
Multimedia support provides access to your database of audio-visual materials.
Customer Quotes
“It is incredible how Microsoft Dynamics CRM has enabled us to shorten the time necessary for collecting complete and correct information on all Treasury clients. We have all the information in one place and thus, new possibilities for increasing productivity and growth dynamics throughout the bank have been opened. I would like to thank LLP Prague – for their excellent and professional approach to the implementation of the system, and for their management of the whole project – all agreed terms and planned budgets were kept.”
“Microsoft Dynamics CRM came as a really nice surprise. It was able to meet our most detailed and particular requirements. The perfect example of a tailor-made solution.”…”We were favourably impressed that we found not only a technology partner but also an experienced and strongly motivated business and marketing mentor.” “Management always wanted to know what was going on in the company. Microsoft Dynamics CRM made this possible, and, thanks to LLP’s professional service and their commitment, it became an effective and precise business management tool.”
“Big thanks to LLP CRM for being part of our journey and our excellent development partner. Looking forward to our continued cooperation.”
“LLP team managed to solve all the problems that we were facing. The standard solution was tailored to fit all our needs. Where I see the key benefit is the team’s complex view on customer relationship issues.”
“One of the reasons why we’ve decided to invest in our CRM system was to encourage the sharing of information amongst business teams across the whole corporation. I really appreciate the personal approach of LLP CRM, its helpfulness and extensive experience with CRM implementations.”
Read about next module Project Service Automation
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