Updated Solution Release: Equipment Dealer Solution Version 2.0.0 for Microsoft Dynamics 365 Customer Engagement

Published October 9 2017 by Evan Flower
Back to insights

Client relationships and maximizing follow on sales are critical. Most Equipment Distributors see 80% or more of their ongoing revenue come from existing customers. How can you improve Account and Sales Management with the resources and insights into your data? Fullscope has created an Equipment Dealer Solution with Microsoft Dynamics 365 that focuses on Sales, Marketing and Customer Service productivity and insights.

In addition to all the core Dynamics 365 functionality, the Equipment Dealer Solution allows tracking of:

  • Equipment inventory - currently available for sales/rental, past sales, and customer-owned equipment
  • Service calls and equipment service history
  • Warranties and customer service agreements
  • Revenue segmentation and trending
  • Account planning
  • Share of wallet
  • Opportunity and equipment grouping by project and job site
  • Pipeline segmentation
  • Par activity tracking
  • Job site and project management
  • Follow on sales/automatic rental renewal opportunities/enhanced cross-selling
  • Complete equipment history in one place - sales, trade-ins, service, rental
  • Optional Xapt NAXT integration

For a deeper dive into the solution, please see our short video presentation and article - 4 Ways for Equipment Dealers to Improve Account Management with Microsoft Dynamics 365.

About the Release

Fullscope has released version 2.0.0 of the Equipment Dealer Solution Solution. Improvements in version 2.0.0 include:

  • Job Site tracking added
  • PAR Activity tracking added
  • Naming convention update
  • Enabled quoting
  • Expanded opportunity win/loss tracking
  • Three new dashboards and supporting charts
  • Power BI data model baseline established for sales and equipment
  • Rental and equipment sales processes split

For More Information

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 Distributors better manage their customer relationships.

Interested in how you can implement this solution for your organization? Contact Us.

After seven years leading CRM engagements as a Solution Architect, Evan moved into product development, leveraging his deep knowledge of CRM functionality to grow Fullscope’s solution inventory and implement a robust IP development cycle.

Contact us