Capture lost customer opportunities!
How can you identify lost sales opportunities? Do you know how many new customers you have added? How often do you communicate with them? Can you easily identify gaps in customer activity and create sales actions for retention? You pay your sales people, so why can’t you preemptively assign sales actions automatically?
By using Microsoft Dynamics GP, you’re already housing tons of valuable customer data and you’re more than half-way to a complete view of your business. Why not take the next step and leverage that investment to maximize the value of your ERP data, as well as CRM? If you are considering CRM, you can seamlessly integrate both solutions to add value that’s greater than the sum of each part.
We’re helping customers realize the value of Microsoft Dynamics 365 for Sales, integrated with your finances, to offer outstanding sales support and organizational accountability.
With integrated CRM you can...
- Automate sales order processes from quote-to-cash (eliminating duplicate data entry)
- Manage your customer experiences by optimizing sales and service processes
- Increase sales accountability and manage quotas in real-time
- Create comprehensive reports with data both sales and financial data to maintain your competitive advantage
- Integrate product, pricing and inventory data for accurate sales orders and real-time visibility
Implementation of Dynamics 365 for Sales
Two-way integration with Dynamics GP
Deployed in 30 days
Single process flow from marketing-to-invoice
Comprehensive sales dashboards based on ERP data
Mitigated financial risk with two-year fixed price
Quote-to-Cash Process Automation
With your Dynamics GP data already populating CRM, you complete eliminate data redundancy between the two systems when converting sales orders to actual financial transactions. Most of a record's data that is created or modified within either system, will be reflected in the other with additional effort.
This solution facilitates the clean and complete transition of a lead to a trusted customer all within a single system. Your finance team will be able to see the same orders that are created by the sales team within Dynamics GP, as well.
Create fast and accurate sales quotes
Enable a true view of product, pricing and inventory for sales by integrating the master data in Dynamics GP. Now your sales teams can "pick and pull" real-time inventory into automated sales quotes, which they can drop into ERP with just a few clicks.
Identify hidden sales opportunities and preemptively assign tasks
By integrating your Dynamics GP and CRM systems, you gain a true 360 degree view of your customers that either solution can't provide on its own. Extrapolating your data from a single source for business intelligence and reports break down departmental siloes and identify areas to optimize sales activities and workloads.
Enable your sales teams to analyze customers based on their pattern of actual financial activity to identify and assign sales actions, and maximize your customer lifetime value.
Comprehensive, financially-accurate dashboards
With disconnected ERP and CRM, you'll find your team having to run multiple reports in different systems, and then combining them, to collect relevant decision-making data. Imagine how much faster this process would become if you could get all your data from a single, automated report?
With the same data available between systems, every user can leverage better decision-making within their role from retrieving the analytical data they need from either system. This is particularly useful for management, who must analyze a complete view of customer behaviors and decide how the business should respond.