Dynamics 365 Sales Solution for Wholesalers - UDS Systems Services

Wholesalers love our solution for Microsoft Dynamics 365.
Our solution is based on the already rich functionality of Dynamics 365 Sales tailored specifically to the day-to-day needs of Wholesalers, enhancing products, pricing, and sales order management to the next level.

Our solution is based on the already rich functionality of Dynamics 365 Sales tailored specifically to the day-to-day needs of Wholesalers, enhancing products, pricing, and sales order management to the next level.

Dynamics 365 Sales Solution for Wholesalers

D365 Sales Solution for Wholesalers includes D365 Sales, D365 Customer Service and D365 Field Service modules

The Solution is based on Dynamics 365 Sales and Customer Service, which optionally includes the UDS extended Field Service module. It can be integrated into any ERP.
The main differentiators are the unique UDS extensions, where custom user interfaces have been built into modules with complex logic.

Solution for Sales Optimization

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s.mandart@uds.systems

Sebastian Mandart - Microsoft Solution Expert and Consultant

sebastian-mandart

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We quickly set up additional functionalities and features to add extra capabilities beyond basic D365 Sales Module potential. it's about strategically investing in innovation to drive sales performance, foster customer relationships, and achieve your business goals.

Dynamics 365 Sales Solution for Wholesalers Benefits - Enhanced Functionality

Enhanced Functionality

We provide scalable solution, covering different needs of wholesalers. This solution pays attention to increasing sales volumes, expanding product lines, and evolving business processes, ensuring long-term growth and success.

 Dynamics 365 Sales Solution for Wholesalers Benefits - Flexibility and Adaptability

Flexibility and Adaptability

We use smart pricing strategy to provide a cost-effective investment, excluding additional fees and unnecessary complexities. We match prices to value ratio making sure that the benefits our solution offer aligns perfectly with every euro spent.

 Dynamics 365 Sales Solution for Wholesalers Benefits - Smart Pricing

Smart Pricing

We guarantee timely and attentive assistance, providing expert guidance, professional training sessions, insights, and recommendations. It helps tailor the new functionality to your business needs, maximizes the result and your overall satisfaction.

Dynamics 365 Sales Solution for Wholesalers Benefits - Support Team

Support Team

Benefits

PIM extension is a highly configurable complete product information management solution where customers can define product categories and properties in a graphical UI. Deal with product catalog management effectively and centralize large product catalogs.
 Categories: 
<ul>
<li>Products can belong to multiple product/service categories.</li>
<li>Categories have specific product properties connected to them.</li>
<li>Products inherit properties dynamically based on which categories they're connected to.</li>
</ul>
 Product properties: 
<ul>
<li>Product properties are connected to product property classes, which help to find the correct universal property suitable for the product category.</li>
<li>Properties can be renamed (labeled) per category in which they are used.</li>
<li>Units used for product property can be set as a default per category but still modified on the product level.</li>
<li>Re-usable property sets can be defined to create product categories faster.</li>
</ul>
Product categories can be further split into product components. Product components have their own properties connected to them.
 Packages: 
<ul>
<li>Packages are also managed via package category types.</li>
<li>Packages also have components, such as etiquette, which can have specific properties.</li>
<li>Package hierarchy can be created with all levels of packaging and then defined which packages are sales items.</li>
</ul>
 Rules: 
<ul>
<li>Product information usage rules can be set at the category level or product level.</li>
<li>Properties can be marked, which will be available in the web shop, product cards, and other use cases.</li>
</ul>

Product Management / Product Information Management (PIM)

Organize and optimize your pricing structures, streamline your pricing processes, ensuring competitiveness and profitability across your product catalog. Manage multiple price lists specified for different audiences, customer segments, regions, and product catalogs efficiently.
Personalize your price lists for customers or groups based on their purchasing history, preferences, or loyalty status. Create dynamic pricing rules to automatically adjust prices based on volume discounts, promotions, and other factors. Based on this, the dynamic pricing extension for Dynamics 365 Sales and Customer Service modules will increase customer satisfaction.
Customer and/or vendor price lists are based on the basic price lists (general and customer-specific price lists).
 Price change rules can be applied: 
<ul>
<li>How prices are updated from base to customer price list.</li>
<li>Select product groups or single products.</li>
<li>Internal and external price change approval process.</li>
<li>Mass update of prices based on percentage change examples.</li>
</ul>
 Discount management: 
<ul>
<li>Periodic discounts, which can be rebated or discounted per order.</li>
<li>Discounts can be related to a single product, product group, customer, and revenue level.</li>
</ul>

Price List Management

The pricing and margin calculation engine improves your pricing management with special tools for easily setting and managing price lists, discounts, and promotions. It offers amazing functionality for both margin and purchase prices. Use powerful tools to analyze pricing data, forecast market trends, manage margins effectively, adapt to real-time market changes, and identify revenue growth opportunities.
<ul>
<li>The price can be calculated against different product cost types, excluding Warehouse cost, Landing cost, Current purchase price, and future purchase price, which are received from ERP examples.</li>
<li>Margins are automatically visible against product cost types.</li>
<li>The engine is available in both price lists and sales orders.</li>
<li>Sales order prices can be set to update the customer price list automatically.</li>
<li>All discounts are visible on the pricing engine.</li>
</ul>

Pricing and Margin Engine

Automate order processing to organize timely delivery, track order status in real-time, and track each step and every process. Simplify and improve every step of the sales order lifecycle, from order creation to fulfillment. Due to the UDS extension, sales orders can be easily created, tracked, and managed with the highest possible efficiency.
It includes 10 default types of sales orders, which define mandatory sales order information and automatically fill sales order fields based on the type.
Types define how ERP handles purchasing, warehousing, logistics, and invoicing. Example: Reclamation sales order.
<ul>
<li>The solution automatically creates a reclamation case connected to the reclamation process internally and with the customer and/or vendor.</li>
<li>The solution automatically generates corresponding credit notes and corrected invoices.</li>
<li>The solution generates a return sales order/delivery order with instructions for the warehouse on how to handle returned products.</li>
</ul>
Sales orders have a pricing engine to price the order, which deviates from the customer price list.
 Sales orders also have a freight calculation engine where freight cost estimation can be generated: 
<ul>
<li>The calculation uses delivery terms and delivery contracts.</li>
<li>Calculation uses weight and volume to determine cost.</li>
<li>If the customer pays for freight, the solution creates an invoice line.</li>
<li>If the seller pays for freight, the freight influences the sales order margin, and the cost will remain for internal reporting and further calculations.</li>
</ul>
In addition, sales orders can be automatically created from rental and project contracts where periodic invoicing is applied.

Sales Order Management

Highlighted extensions:

Brilliantly manage and nurture relationships with both customers and partners. Centralize customer and partner information, monitor interactions, and analyze the most important data. Streamline every process from prospecting and onboarding to support and collaboration to boost customer engagement and loyalty.

Customer and/or Partner Management

Deal with leads and opportunities in your CRM, track them through the sales pipeline, control each touchpoint, and use the power of a personalized approach. Create attractive offers based on this information. Establish timely follow-ups and work with leads from lead generation to the stage when the deal is concluded.

Lead and Offer Management

Quickly organize, segment, update, and leverage contact data using a comprehensive view of all contact information in your CRM. Set up ideal contact management processes, collecting contact details from numerous sources and creating new records in CRM.

Contact Information Management

Simplify the process of managing contracts and agreements with clients. This block collects features that help to create, negotiate, and approve contracts (in accordance with compliance).

Contract Management

Centralize all your documents with information about products, contracts, and orders. This component helps to organize better collaboration using the storage and access capabilities.

Document Management 

Capture customer requests and issues, prioritize them, and then automatically create, assign, and manage cases in Microsoft Dynamics 365 to resolve customer problems. Monitor case management processes and real-time progress to ensure quick response and timely resolution. In this way, we provide outstanding service delivery and exceptional support and guarantee client satisfaction.

Case Management

Communicate with your audience across multiple channels, including email, SMS, chat, and social media, engaging customers and providing immediate support. Integrate the UDS solution with your system and coordinate all interactions from one centralized platform.

Multichannel Messaging

Deliver quality service, managing all aspects of field service operations from scheduling technicians to monitoring work orders and inventory. Organize optimal resource allocation by scheduling service appointments according to the technical availability, location, skills, and other factors.

Field Service Management

Streamline the planning, execution, and coordination of projects, overseeing all aspects from project planning and task assignment to budget management and task control. Enhance collaboration across your various projects with our Project Management solution for Dynamics 365.

Project Management

Collect important analytics, mastering useful dashboards and personalized reports to track important metrics and get quality data for decision-making processes. Monitor and increase sales performance due to comprehensive reporting.

Report Management

Moderately extended standard components:

Main components of the solution that perfect operations and boost sales potency and performance.

Key Components include

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Dynamic 365 Sales Solution for Wholesalers - Service Roadmap

Service Roadmap

UDS Systems successfully implemented Dynamics 365 Sales for automotive company, optimizing its sales processes. Through meticulous D365 customization and integration, they achieved a remarkable sixfold increase in qualified leads and reduced sales cycle times by 42%. Key features included predictive lead scoring, tailored playbooks, and Power BI integration, empowering the client with data-driven decision-making capabilities. This Microsoft Dynamics 365 solution for sales not only streamlined operations but also paved the way for heightened customer engagement and significant business growth opportunities.

Automotive

industry

Management

service

Automotive 

Europe 

Sales 

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UDS Dynamics 365 Sales solution enhances functionality beyond the basic Dynamics 365 Sales Module by offering additional capabilities tailored specifically to the day-to-day needs of wholesalers. It includes features such as enhanced product management, smart pricing strategies, flexible sales order management, and comprehensive support services.

How does the solution enhance functionality beyond the basic Dynamics 365 Sales Module?

The cost of implementing the Dynamics 365 Sales Solution for Wholesalers in your company would depend on various factors such as the size of your organization, the scope of customization required, and any additional services or D365 modules you choose to integrate. For specific Dynamics 365 Sales pricing information, it's best to consult with our solution expert.

What is the Microsoft Dynamics 365 Sales pricing for my company?

The support provided by the UDS Team with Microsoft Dynamics 365 Sales solution for Wholesalers is comprehensive. It includes timely assistance, expert guidance, professional training sessions, insights, recommendations, and help in tailoring the solution to your business needs.

Will I get Microsoft Dynamics support implementing sales solution for Wholesalers?

Dynamics 365 Sales CRM solutions are typically designed to be scalable and adaptable to various regions and industries. As a successful Dynamics 365 example, you can read about UDS cases for <a rel="noopener" href="https://uds.systems/cases/optimizing-sales-processes-with-dynamics-365/" target="_blank" class="orangeLink">D365 Sales in Germany</a>, the USA, and other regions.

Is this solution suitable for use in different regions around the world? 

Frequently Asked Questions (FAQ)

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How To Order The wholesalers Solution?

Discover our Sales solution for Wholesalers to extend current capabilities and set up additional ones for Microsoft Dynamics 365 for Sales and customize your MS Dynamics 365 CRM. Boost global wholesales with Dynamics 365 Sales enterprise solution.

Dynamics 365 Sales Solution for WholesalersDynamics 365 Sales Solution for Wholesalers

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