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
“Additionally, the new CRM system significantly reduced the burden on our IT department and made us able radically to accelerate the resolution of requirements for further customisation. Not to mention the fact that 80% of change requests can be managed by our business administrators without incurring external cost.”
“The result of the entire CRM project exceeded our expectations. We used to have many different external applications for activities which we can now work in one integrated environment. We now have an overview of all our branches around the world. Since the beginning of our cooperation, there has been a surprising number of improvements from LLP CRM as their own initiative. This has led to a number of new features that had not been part of the original project documentation.”
“Our goal was to combine and streamline sales and marketing management, including integration with other systems that we’ve used at Benzina for a long time. We were looking for a complex solution which would at the same time be easily scalable in the future. Our users’ experience confirms that we could not have chosen better.”
“Despite a limited budget, LLP CRM has delivered a complete CRM solution, including add-on features that meet all the requirements of a modern customer relationship management system. Thanks to the Customer Portal and complete digitisation of the whole insurance process, veterinarians save significant time and are guaranteed payments for treatments within 24 hours.”
“Our collaboration with LLP CRM has enabled us to launch a sophisticated and highly responsive approach to policy management and claims processing in Germany and Switzerland. We have put in place the foundation of a scalable and innovative solution to support our mission of helping loving, responsible pet parents budget and care for their pets in Europe.”
Read about next module Project Service Automation
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