Sales Force Automation
Sales Force Automation in Microsoft Dynamics AX helps you manage your customer relations more effectively by giving you the insight to help identify your customers’ needs and make optimal sales and marketing decisions.
KEY BENEFITS:
• Customer and prospect-related data repository helps increase sales force productivity and effectiveness.
• Easily identify and seize sales opportunities.
• Companywide overview of all customer and prospect-related interactions, including correspondence, phone logs, and auto-generated activities.
Increase sales force productivity and effectiveness
Sales Force Automation in Microsoft Dynamics AX is your sales organization’s toolbox, containing the tools to organize contact information, track opportunities, manage accounts, and establish and monitor the sales pipeline. Time previously wasted on manual, repetitive administrative tasks can be spent more productively by taking care of customers and making sales.
By giving your sales teams insight into each of your customers’ needs and purchasing habits, Sales Force Automation helps manage customer relationships more effectively. You can access and update all customer, prospect, and vendor information through the business relations window. This presents all information related to the sales flow, including outstanding sales orders, current offers, activities, forecast data, and related documents. Using this real-time information, your sales staff can quickly identify up-selling and cross-selling opportunities and predict future behavior, so you can attract and retain customers with the highest lifetime value for your company.
A workbook containing day, week, and month planners gives your sales staff an instant overview of all sales activities with to-do lists and activity details, and helps them work more efficiently. You can view sales quotations and open orders, or check the calendar for your colleagues. You can also synchronize appointments, tasks, and contact persons with Microsoft Office Outlook manually or automatically.
Make document handling easier with a document list containing all documents organized by contact person, sales order, quotation or activity assigned to that business relation. E-mail messages sent from the contact window of Sales Force Automation are automatically stored in the document management system of Microsoft Dynamics AX. Documents can be dragged from Microsoft Dynamics AX to an Outlook e-mail message.
Identify and act on sales opportunities
You can quickly view and manage the sales pipeline from opportunity management to win/loss and SWOT analyses, helping you identify new opportunities, meet customer demands, and make confident and accurate decisions based on real-time information.
The quotation functionality helps you make instant quotations based on customer buying history, price simulations, stock availability, and delivery dates. If the contact receiving the quotation is not already a customer, the system will automatically create a customer profile, making the information available to the supply chain when the quotation is converted to a sales order. You can assign a different status to each quotation, which helps you maintain a complete overview, and use win/loss and SWOT analysis to help focus future sales efforts. Sales Force Automation can also analyze all sales against a budget or compare a specific activity with a customer against the revenue of that customer.
When it is integrated with Enterprise Portal, your remote employees and salespeople on the road can use Sales Force Automation to get contact data, produce quotations, and update company sales information from remote locations via the Internet. You can even import sales
prospect contact information from third-party database vendors to help identify opportunities and proactively initiate contact with customers and prospects. The mailing feature helps you generate and manage mailings of newsletters, product catalogs, and other material using a selection in the database.
Companywide insight into customers and prospects
Sales Force Automation is integrated with other modules in Microsoft Dynamics AX, giving customer-facing employees and back-office staff real-time information from other relevant parts of the business, so every employee can become a customer expert. For example, using Sales Force Automation, employees can quickly and easily retrieve relevant customer information to help solve customer issues. However, management can decide how much access each department or individual should have to company business information. Also, the system can track every contact with the customer, and trace all transactions.
Back-office staff can use information from the sales process to keep up with demand and limit excess stocks. You can assign percentage probability values to sales quotations to help make more accurate and timely sales forecasts. Data from other parts of the system can also be used to alert colleagues to crucial customer-specific information, such as customers with poor payment records. Use the Note-It function to insert short notes for other users regarding a business relation, contact person, or quotation.
