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

“We carefully considered which CRM system and which implementation partner to choose. In the end we chose LLP Group for its strong references in the financial sector. LLP recommended that we should go for Microsoft Dynamics CRM 2013, which provides an intuitive user interface both on computers and mobile devices, and it represented an ideal solution for us.”

“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.”

“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.”

“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.”

“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.”

Read about next module Project Service Automation

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