06 November 2017

Lack of communication between field sales, merchandisers and your team in the office?

Natasha
Pondered by Natasha

Get a joined-up way of working for every member of your team – from field sales through to customer service.

There isn’t a Consumer Goods company out there that doesn’t want to grow their sales and a big part of that is getting the most from your sales team.

But it’s sometimes harder than it sounds to make sure that your internal people and external sales people are working in a cohesive, joined-up fashion in dealing with both the independents and the major retailers, but that’s where Dynamics Consumer Goods can step in.

Give your team the right tools to be effective – work smarter, not harder

There are many aspects that Dynamics Consumer Goods can help with to make sure there is a smooth transition from customer site to back in the office.

Having Dynamics Consumer Goods at the center of your sales operations means that field sales, before every visit, can get contextual information against each account that shows exactly the performance of that account, what merchandising has been agreed or what promotions are in place. They also get to see any issues against that customer, so that they understand what’s been happening and what questions they might face during that face-to-face conversation with the client.

Get instantaneous updates for your 24/7 customer view – pair your field sales team with internal resource

Then when your account manager leaves the customer site, they can quickly and easily fill in a visit report on their device of choice, and that logs the information back into Dynamics Consumer Goods. This initiates the actions that are required to be done by the people following up back in the office.

You can’t underestimate the impression that it gives the customer - that you are an organisation that’s on the ball.

So instead of your external account manager sitting in laybys trying to make calls, trying to follow up queries that have come up in the meantime, pair them up with an internal resource that’s much more cost effective. This means that person can not only make appointments but also follow up on actions and can ensure that agreed objectives have been achieved - from both the customer’s side and for your people internally.

Dynamics Consumer Goods allows you to assign and keep track of any of the actions that normally would tie up your external account manager for a considerable period. It also means that when an existing account needs a visit, the internal person can try and open up several new accounts in that same area and make appointments for that same period of time.

Smoothing the way for modern technology – making the most effective use of your resources

Here’s a question, how do you get those members of staff who have been with you for years and are stuck in their ways to transfer to the new technology? Well it could be just one quick easy solution!

Dynamics Consumer Goods can be used on an iPad (and other tablet devices) – a tool even the most traditional of sales staff are used to using. By giving your sales people a tablet, it allows them to use Dynamics Consumer Goods while they are with the customer, in a way that’s not confrontational as if they were using a laptop. A tablet device also allows them to scribble notes in the same way as they would with a paper notebook as they would have done in the past.

What this now means is that the information can be captured and shared instantly, even with photographs embedded into the visit report for reporting on merchandising for example, and makes it available to either management or their colleagues who need that information to follow up correctly.

For more information on how Dynamics Consumer Goods can support your internal sales, external sales and merchandiser teams, watch our video.

Enhanced on 14 Mar 2018

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