4 Ways for Equipment Dealers to Improve Account Management with Microsoft Dynamics 365

Published May 16 2019 by Chad Weiner
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Client relationships are critical for every Equipment Dealer organization where typically 80% or more of their ongoing revenue comes from existing customers. The key question for Equipment Dealers is how they can improve the way that they do Account Management with the resources and insights into the data that they have. Fullscope has created an Equipment Dealer Solution with Microsoft Dynamics 365 (Microsoft Dynamics CRM) that focuses on Sales, Marketing and Customer Service productivity and insights.

Let’s start by looking at 4 tangible ways that Sales Team can do better Account Management with our Equipment Dealer Solution for Microsoft Dynamics 365:


1. Visualize your Sales History

In most Equipment Dealers order or sales history is available in the back-office system. With access to this system, the Sales Team can get to the rows of order history data and sort through it for their own customers. It is difficult to see any trends. Ideally the Sales Team wants easy access to this information but also in a more visual way. “Seeing” the trends by Sales vs Rentals vs Service Calls of how this customer is actually buying can be very insightful for them. Providing the visual and the data will help the team spot opportunities to go back to the customer.

Equipment Dealer Account Screenshot

We now have a way to embed Power BI reports into Dynamics 365 to bring even richer reporting and analytics to our users in the context of their records with drill-down capabilities. Don’t forget you could already embed Power BI visualizations into personal dashboards. Now, a rep can easily pull up an account record and see ALL of your data in one place. Gone are the days of Dynamics 365 and Power BI working separately.

Equipment Dealer Reports Screenshot


2. Get Visibility across the Entire Account

One of the first steps for Equipment Dealers looking to improve Account Management is getting a look at what is happening across the entire Account.  When you are working with larger organizations that have multiple divisions or departments it is critical to be able to see a summary of all the Equipment,  Open Opportunities, Activities, Cases, Quotes and data from your ERP such as credit history or AR balance at an Account level.  Below the 3M Account can be viewed in a Hierarchy that there is a roll up of all the Open Revenue (Opportunities). These cards can be configured to show any account data you have in your system.

Equipment Dealer Entire Account Screenshot

3. Provide Equipment Insights

Having some detailed visibility into the Equipment that a customer has (both your equipment and the competitor) and all the related Technical Information, Trade Information, Usage, Opportunities and Service Calls as well as Customer Service Agreements and Warranty information can help the sales team much more productive and informative when interacting with customers daily.  They can also use this information to follow up at the right time whether it be a competitor’s equipment coming off a lease or rental or one of your equipment sales is starting to get a higher usage and ready for replacement.

Equipment Dealer Equipment Management Screenshot

4. Know the People

At the Contact level, you may want to segment individuals by “Executives” and “Staff”. In many organizations, the Sales Team is comfortable meeting with the staff but not always connecting with the Executives. For “Executives” you may want to make sure that there is at least a quarterly meeting or call on the Account so having visibility into the activities can be key. You have the option of having an automated way to execute a follow up program that is consistent with the customer segmentation. For example, you could easily segment by customer segment type (Silver, Gold, Platinum).

Equipment Dealer Contacts Screenshot

Want to see a brief demonstration of the above business capabilities? Watch our Equipment Dealer Solution video that highlights how we have leveraged Microsoft Dynamics 365 to help Equipment Dealers better manage their customer relationships.



Interested in how you can implement these 4 Best Practices for your organization? Contact Us

Chad is a certified and experienced Dynamics 365 CRM professional with a deep understanding of all facets of a Dynamics CRM implementation. With that, he carries in-depth knowledge and passion for helping clients make their business' more competitive, profitable and productive.

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