Energize Your Microsoft Dynamics 365 Implementation with Omni-Channel Selling

Published April 11 2017 by Natasha Spurr
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Omni-Channel Selling is one of the latest trends in sales automation, but who exactly does it apply to? By now, most companies have adopted some form of an ancillary quote and order facility to extend the process to users outside of the corporate headquarters. This is typically through a CRM application that the field sales team can use to feed new orders to the home office ERP system. However, traditionally most companies have stopped there, believing they are not the type of business that would allow non-employees to input a quote or order into their system. Today, more companies are realizing the benefits of extending the quote and order process to all of their sales channel partners.

Omni-Channel Selling in its simplest form, extends the quote and order process out to all selling inputs, including manufacturing reps, dealers and distributors, and even end customers. For companies taking this next step, it is enabling the corporate planning staff to have better visibility into forecasted demand with greater accuracy than ever before. As a result, those companies extending the quote and order process out to all selling channels are able to, in turn, provide more accurate materials forecasts to their suppliers. Often times, this is helping to drive their product component costs down, and ultimately increasing their profitability.

Experlogix CPQ combines with Dynamics 365 via a web portal or mobile device to provide an intuitive customer experience that guides the user through the quote and order process. Previously, companies would not be inclined to have dealers or end customers log into their CRM or ERP system. Now, with an Experlogix-powered web portal, the user can be presented only with the products they have access to and, using an easy to use interface, place quotes or orders themselves. This frees up the corporate and field sales team to spend more time selling and less time entering quote or order information. Empowering external sales reps and end customers also dramatically increases loyalty and satisfaction.

Learn more about Experlogix CPQ for Microsoft Dynamics 365 contact us, quote Experlogix.

Natasha is an experienced CRM professional with a unique ability to work across both marketing and sales functions. As CRM Marketing Manager at Edgewater Fullscope, Natasha has helped the organization to achieve multiple global partner awards and leadership status across the UK and beyond.

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