Trade and Distribution Streamline processes, and effectively manage your company, with IT solutions designed for trade and distribution

Dynamics 365 Sales is a CRM system that enables the highest standard of customer service. Native connection to Business Central ensures data flow is available within the entire organisation. Using Dynamics 365 Sales allows the collection of information about meetings with clients and the ability to share it with other team members. Working on shared resources helps to set standards in customer service. The system will also remind you about tasks to be performed, such as calling the client. In addition, the integrated artificial intelligence module helps to prioritise individual sales.

Using the Dynamics 365 Sales application, sales managers will gain insight into key statistics, regarding the work of the entire sales team. Armed with this knowledge, it becomes possible to know exactly how salespeople cope with assigned tasks, and the current stage of the sales opportunities, for which they are responsible. Detailed data provides an opportunity to react appropriately in an emergency situation and take corrective action.

In Dynamics 365 Sales, you can dynamically build goals, taking into account data collected in the system, e.g. historical results, planned budgets or forecasts. You have the ability to track progress, not only from an organisational level, but also individual departments or employees. If the goal of the sales team is to acquire a certain number of customers in a given time period, you can divide this goal and assign it as a task to be performed by a given salesperson. Business intelligence tools, in Dynamics 365, provide real-time information about the results of selected goals by people from your team.

Dynamics 365 Sales, empowers you with the ability to predict how much revenue your sales team will generate in a specific period of time. Using the forecasting function, salespeople can track the performance of their work, in relation to the set goals. Sales managers, on the other hand, can analyse the performance of team activities. This provides knowledge on how the implementation, of the sales plan, is progressing. If there are any problems, corrective actions, and changes, can be carried out.

Using our proprietary solution (an application for the registration of Non-Conforming deliveries) your employees have the option of reporting incomplete or damaged orders. By entering information about a defective delivery into the system, including: date of the incident, the warehouse where the delivery was accepted, as well as attaching a photo of the damaged resource. The system will report, for example, from which supplier you most often receive damaged or incomplete goods. You can also generate a complaint document directly from the application.

Business Central allows the customisation of a calendar with working and non-working days. Event registration to the calendar is also possible, including: buyers, suppliers and selected locations. This will allow you to efficiently calculate delivery and receipt dates for future sales/purchase orders, production orders, and so on.

Thanks to Business Central, you have access to multidimensional, current, data on stock levels. The system allows you to manage inventory in multiple locations, such as production plants, warehouses, showrooms, etc. You have the ability to manage and track serial and lot numbers. Adding custom data, such as: colour, country of manufacture, dimensions of the product, allows for controlled grouping of items into categories.

Business Central provides you with the ability to gain insight into statistics about stock levels in your warehouse. The system provides you with MRP information (Material requirements planning). Based on planning data (parameters defining the method of replenishing stock), and the required demand for a given material, the system is able to suggest what raw material is absent.

The Business Central system makes provisions for you to store all information related to purchases, e.g. purchase invoices or warehouse transactions. In addition, accurately constructed, purchase price lists allow you to track the history of price changes from specific suppliers.

In Business Central you will find the so-called stock availability over time option. Thanks to this function, you will obtain information about the receipts and expenditures of a given stock level, in a selected time period.

Business Central records the history of all transactions for a given item, including an individual serial number or lot, due to which you can track items throughout the entire supply chain. As a consequence, you gain information such as: date of receipt of stock, space taken in the warehouse, expiration date or buyer details, along with the date of sale. For example, when a customer receives a defective product, you can check which batch an source it originated from.

Business Central has an integrated module for managing customer relationships. Using the Dynamics 365 Sales application, allows the information provided by LinkedIn Sales Navigator to be effectively used. In this scenario, traders gain access to information contained in a community of 800 million users. Integration with LinkedIn means that sales teams can focus on reaching decision-makers in selected enterprises. Traders can monitor the activity of a selected customer and react to published content or status changes. In addition, they have the ability to send automated messages to selected people.