Dynamics 365 Sales for distributors

Specialized solution that simplifies the management of basic and related sales processes.

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Dynamics 365 CRM для дистрибуции

The solution helps distributors, integrators, wholesalers and resellers to automate sales processes of varying complexity: from wholesale or projects on site implementation sales to personalized sales with a relatively long cycle.

All data on specialists, clients and leads in one system

All data on specialists, clients and leads in one system:

  • Maintain a database of distributors, register their product lines and industries.

  • Analyze the customer base (sales and demand analytics by customer location).

  • Register a lead to your system from the site landing pages or social networks.

  • Use the tool for automatic leads distribution to responsible sales managers.

Convenient and functional process of acquiring a new client:

  • Organize the process of the first contact with a potential client by phone, using the OntargIT tool to accompany the first contact (queue for dialing, call result, repeated call at the client request, etc.).

  • Transfer the lead to the dealer for further service.

  • Get feedback on the quality of service from the client.

  • Check the service status of the lead from the dealer.

Expanded support for sales processes:

  • Use the built-in pricing mechanism from OntargIT, which allows you to set discounts suitable for the level of distributor access for certain goods groups or goods, depending on the type of payment.

  • Formalize and automate the requests approval for special discounts by managing limits at the level of groups or individual products for each of the roles of the approval process.

  • Divide managers access to customer base and sales data according to the regions they serve.

Creation and management of events, audience analysis:

  • Plan and organize events for your dealers and their customers
  • Analyze the employees performance by planning their work schedule and holding events by them.

  • Analyze the audience and focus of events, the effectiveness of your managers in this area.

  • Automate the survey of participants in these events and the creation of leads based on the survey results.

  • Run marketing campaigns, plan your budget and record actual expenses.

Creation and management of events, audience analysis
Автоматизация создания контракта и управление уже заключенными контрактами

Automation of contract creation and management of already concluded contracts

  • Involve specialists from other departments of the company in the process of developing and agreeing on the text of the contract using available licenses (Microsoft Teams, Microsoft 365)

  • Track the status of contract signing.

  • Fulfill covenants or track the implementation of covenants by dealers.

  • Renew existing contracts in time.

Typical stages of implementation

MS D365 Sales for distributors

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