When you handle the logistics services for your customers, there is much more to it than just streamlining the processes. It is largely about the communication and the network that you have built up. Does it take too much time to record the interaction and rate agreements with customers and prospects? Does each colleague use their own way to register incidents and complaints? Are you irritated that it seems impossible to make the sales pipeline transparent? And does it feel like gambling to indicate what the impact is of a marketing activity?
Stop solely relying on your gut feeling, and support your decisions with data. Because Microsoft Dynamics has a CRM module that allows you to easily manage the interaction with customers and prospects. This way you can easily maintain personal contact with your customers and prospects through different channels, always have insight into your sales pipeline and real-time insight into the impact of marketing investments. For example, follow a sales opportunity from “lead” to “deal” and improve the efficiency of your marketing initiatives with integrated sales and marketing statistics.
Chances are that you do not have one (fixed) price list, but work with specific price and discount agreements for each client. Prevent a complex integration process or a situation where your sales team must capture information in multiple systems. Bring all the data together in Microsoft Dynamics 365 Business Central and realize one single source of truth. Less administration. Less frustration. More sales.
Make the most of your activities with a structured approach and enable your sales team to excel with Microsoft Dynamics. Manage your sales cycles and segment these if desired by type of service or customer classifications. In addition, use the available data to identify which processes work best, where you have to adjust your offer and which potential assignment are in the pipeline.
Manage your time and keep control of the workload with tasks. For example, automatically create tasks using your opportunity cycles, see which tasks are overdue and record interactions.
Easily compose a graph and segment information for more overview. This way you can easily create a reliable representation of sales performance. Add the dashboards to the role center, so you always have the information at hand.
Record the contact details of the parties involved and know exactly who must be informed about the progress. Capture also the detailing of a report, such as the problem, cause, solution and (outstanding) actions. In addition, it is also possible to link related documents such as photos, CMRs, etc. to the report so that they are centrally available to colleagues and, if necessary, for the customer.
Create a notification from a document: result, entry, shipment or forwarding. This way you know exactly which articles, orders and/or employees relating to a report.
Eliminate duplication and increase productivity. Record interactions with the parties involved and ensure that employees know what the status is. But also what communication has already taken place.
Avoid creating ambiguity about the agreements and ensure that your employees and customers are aware of the agreements. Register customer agreements through service level agreements. This way your customers know exactly when they can expect a response.
Forget the paper “to do” lists and integrate your internal notifications. This way you not only streamline the communication towards your clients but also towards your internal stakeholders.
Is there a trend line observable? Analyze the progress with the extensive reporting options and give yourself the opportunity to implement structural improvements thanks to newly acquired insights.
Register frequent reports and easily build a knowledge base. This means that recurring notifications can be handled in a standard repetitive manner. And as a bonus: new colleagues are up-and-running faster thanks to this knowledge base.