The following scenario arose during a recent conversation. Although the circumstances are unique to this company, the underlying issues are not uncommon and can be fully addressed by Microsoft Dynamics 365.
The problem boiled down to a lack of visibility, specifically into the organization’s sales processes and pipeline. They had no vision of how far a potential sale had advanced through the pipeline.
Closing a $250,000 sale from a new customer should have been cause for celebration, but the good news quickly became a nightmare when they realized that manufacturing and shipping the part had a three to four-month lead time. Because they didn’t see it coming, they weren’t prepared to fill the order, at least not in an orderly fashion.
The distributor had to deplete inventory and “steal” parts allocated to existing customer orders, creating ill will and damaging customer relations. Profit margins shrunk substantially, and the disruption made management wonder if the sale was worth the anguish.
One of the core benefits of Dynamics 365 is visibility into every aspect of the sales process - from suspect to prospect through closing the sale. With InfoGrow’s guidance, Dynamics 365 can provide your organization with the clarity, insights, processes, and strategies you need to run your business profitably and efficiently.
Opportunity tracking does more than provide sales managers with insights into the sales process. It also adds value for COOs managing inventory or resources.
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