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.”

“I was in a close contact with LLP while coordinating the whole CRM implementation project on behalf of MEGA. I can claim that the implementation was professionally managed and we did not need to worry about meeting deadlines in any phase of the project. Also, specific amendments to the CRM system based on our company requirements were dealt with continuously and to our satisfaction.”

“LLP helped us to improve some of our business processes and to optimise our use of Microsoft Dynamics CRM. Thanks to that, we developed a more systematic approach to sales management. We also collected a great deal of market data, which, in turn, our sales team were able to use greatly to boost both sales and client satisfaction.”

“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.”

“Big thanks to LLP CRM for being part of our journey and our excellent development partner. Looking forward to our continued cooperation.”

Read about next module Project Service Automation

Free consultancy

Start now with Dynamics 365 and pay only for what you need. Our team can unlock its potential and match it to your business processes.

Let us help you define your CRM needs and priorities