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
“Skanska Reality a.s. has implemented a sophisticated CRM system with the aim of optimizing agent and customer communication and to streamline its processes. A three-stage tender process led to the selection of LLP Group for the implementation of this project because LLP Group was the only company to demonstrate specific know-how in the field of apartment sales and proven ability to customize the system to meet the firm’s complex business process requirements.”
“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.”
“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.”
“The Dynamics 365 CRM implementation by LLP CRM team was not a one-time issue for Scania as the ambition was to launch a complex sales management solution integrating several company systems so that the salesmen had all necessary information in one place. Given the key role of CRM, system development never ends. However, I dare say that over time, together with LLP CRM, we have succeeded in fulfilling the ambition we had with the Dynamics 365 solution. Salesmen throughout the CER (Central European Region) were given a tool to increase their customer awareness and the possibility of working with them more effectively, and their management were given a BI tool. Since business in our industry takes place primarily in the field, some salespeople appreciate working with CRM via the mobile application. Our immediate goal is to start using Dynamics 365 CRM for our new emerging call center.”
“LLP CRM has understood our needs very well from the beginning of the project. They demonstrate a high level of flexibility and solution orientation to bring our organization onto the next level. Communication and collaboration work excellently. We have been guided through changing our way of working based on Microsoft Dynamics 365 Customer Service solution and well supported throughout rollout making the system ‘our own’.” … “The new CRM system helps us to have a better view on our customers and thus serve them more individually. The gain of transparency is not only beneficial in contact with the customer, but also in terms of managing the customer service team.”
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