Demo version
XRM B2B Sales

The branch solution developed on Microsoft Dynamic 365 platform for the automation of the sales process and conduct of the marketing companies with templates of the necessary documents and the provision of statistical and analytical reporting. The branch solution developed on Microsoft Dynamic 365 platform for the automation of the sales process and conduct of the marketing companies with templates of the necessary documents and the provision of statistical and analytical reporting.

Completed projects
Dmitry Bohun CEO "SI BIS"

Company «SI BIS» expresses its gratitude to the specialists of the company "E-Consulting" for the implementation of the project on the Microsoft Dynamics CRM platform implementation. The XRM-decision in the Microsoft Dynamics CRM platform implements the scheme of functioning of the company, which fully meets the requirements of the modern organization of the client manager and leader-employee relationship.

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Andrei Babenko INTERPIPE UKRAINE LLC

As a result of the implementation of XRM® B2B Sales on the Microsoft Dynamics CRM platform, the company's head office received a unified information base of customers, products, tariffs, suppliers, partners and employees for accounting, monitoring, forecasting and forecasting the development of its commercial activities, XRM® B2B Sales with built-in early and functioning ERP-system

XRM B2B Sales
ADVANTAGES OF THE SOLUTION
XRM B2B Sales

KEY OPPORTUNITIES OF THE SOLUTION

 

 Adapt the solution to the needs of sales management, and not vice versa

 

 

  • Automation of the sales process for the needs of the Customer (adjustment of the process line, business rules, objects of the sales module)
  • Configuring automatic event notifications to improve performance

 

 Effective sales tools

 

 

  • Patterns of printed forms (contracts, KP, specifications) according to the needs of the Customer
  • Visualizers of the organizational structure (Oracle, Visualize) for building, storing and convenient analysis of relationships between entities (legal entities and individuals) within financial groups and individual organizations
  • Two-way integration with the ERP system for online transfer of journals on the list (up to 10 directories) with the setting of the product catalog
  • Configuring the mobile forms of the system interface for efficient remote work of employees

 

 Analysis, planning and control of sales and services

 

 

  • Setting KPI goals for the necessary parameters with tracking tools
  • Setting up procedures for monitoring and controlling the execution of tasks with detailed information on the stages, employees, status, actions, timing, statuses. Seller action calendar
  • Setting the Data Completeness Index for assessing the quality of work with the client base
  • Setting up sales planning procedures for managers, products, regions
  • Development of detailed reports on the Customer's request (up to 5 reports)
  • Connecting Power BI for forecasting and detecting sales trends
  • Configuring the CLV index for customer value analysis
  • Mapping service to the analytics module (for analyzing the indicators in the geographic segments)

 

Service and Account management

 

 

  • Configuring processes for processing customer requests and applications and integrating with the web portal
  • The system of receiving and processing orders with transfer to logistics and control of the timing of the order / delivery
  • Tracking payment and fixing payment information

 

Marketing communications

 

 

  • Setting up automatic outbound campaigns according to marketing needs
  • Connecting the social engineering service (a tool for enriching client data from social networks)
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