Dynamics 365 for Sales Force Automation

Turn relationships into revenue with Dynamics 365 Sales Force Automation

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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

“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.”

“Microsoft Dynamics CRM, implemented by LLP CRM, saved us tens of millions of Czech crowns, radically simplified our work, accelerated our response to customer requirements and improved our data security.”

“The new CRM solution, Dynamics 365, brought greater transparency to the entire sales organization. We were able to streamline the process of obtaining up-to-date sales reports across the 15 locations where the system was implemented. LLP CRM has demonstrated exceptional skills in managing the entire implementation project as well as additional customizations. Dynamics 365 provides us with insight to a complete sales process from inquiry, through quotation, order to contract conclusion, including the entire lead management lifecycle.”

“We were searching for a complex system to cover the group´s business processes as well as to be able to implement the system in other countries where we operate. The aim was also to support our future growth and be ready for further mergers and acquisitions. We strongly preferred the flexible monthly SaaS lease model without large capital investments in our internal infrastructure. Dynamics 365 and all its add-on features have proven to meet all these requirements. I would like to thank the entire LLP team for their cooperation in the Czech Republic and Hungary and have no doubt that our next project in France will also be a success. I really appreciate the high quality of the consultants and their helpful support we received during the entire implementation project.”

“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.”

Read about next module Project Service Automation

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