For Professional Services Organisations

 
Project Sales, Planning, Resourcing, Delivery and Account management
 

 

Enables project based organizations to deliver every customer engagement on-time and within-budget through an end-to-end solution for Project sales, planning, resourcing, delivery, and billing

 

Key Capabilities:

  • Lead & Opportunity Management
  • Account & Contact Management
  • Project Planning
  • Resource Management
  • Finance and Accounting
  • Team Collaboration
  • Time and Expenses
  • Customer Billing
  • Service Analytics

Case Study:

  • AIM, GAVS

Big Benefits:

  • Win more Projects
  • Cultivate trusted customer relationship
  • Improve Pricing, Cross sell & Upsell
  • Improve engagement profitability
  • Improve resource utilization
  • Time and Expenses
  • Customer Billing
  • Empower Teams to collaborate better

For Industries:

  • Engineering Construction
  • Consulting & Advisory Orgs
  • IT & ITeS Companies

Dynamics 365 Modules Used:

  • Sales
  • Project Service Automation

Dynamics NAV:

  • Book keeping and MIS

Solution enhances with:

  • Customer Insights / Power BI
  • Customer & Field Service
  • Contract Management

For Channel Distribution Management

 
For Organisations needing Channel Distribution Management
 

 

Enables selling channel distribution through this end-to-end solution by aligning Sales, Service, Marketing Scheme and Campaign tracking, Self Service Dealer Portals and Loyalty Management.

 

Key Capabilities:

  • Territory Planning
  • Sales Goals and Sales Forecasting
  • Tour Planning & Visits
  • Sales schemes & Trade promotions
  • Secondary Sales order taking
  • Shop Audit
  • Influencer management
  • Sales Performance
  • Sales Rep Performance
  • Grievance management

Case Study:

  • Asian Paints, Somany Ceramics

Big Benefits:

  • Better Sales Planning and forecasting
  • Focus more in the field
  • Respond faster to Competition games
  • Engage Dealer better & build loyalty
  • Effective sales trips to dealers
  • Capture, acknowledge and resolve customer complaints
  • Better insights into selling chain

For Industries:

  • Building Material Industry
  • Auto Parts and After Service
  • Fashion and Apparels

Dynamics 365 Modules Used:

  • Sales
  • Service
  • Customer Insights / Power BI

Solution enhanced with:

  • Dealer Portal
  • Mobile Apps

For Financial Services

 
360* view of customer / Cross sell services / link to Fin Advising / Super / Loans / Mortgage / P2P Lending etc
 

 

Manage customer relationships centrally for your advisory practice and help clients benefit from best of the innovative products in the financial services industry end to end.

Key Capabilities:

  • Omni channel Campaigns & Offers
  • Lead & Client Opportunity
  • Connect to various solutions on:
    • Financial Planning
    • Loans
    • Mortgages
    • Self Managed Super funds
  • Credit, ID verification.
  • Submit and manage application lifecycle centrally
  • Customer Onboarding & service
  • Customer Self Service
  • Report on:
    • Practice performance
    • Performance by advisors

Big Benefits:

  • Cross sell and Upsell
  • Customer Loyalty
  • One stop shop for Fin advisory
  • Connectors for straight through processing – Veda ( Credit Check), Jumio Netverify ( ID Check) and Bank Statement ( Bank details)

For Industries:

  • Financial Advisory
  • Leading and Mortgage
  • Self Managed Super Funds

Dynamics 365 Modules Used:

  • Sales, Customer Service, Financial Portal

Solution enhanced with:

  • Customer Insights / Power BI
  • Finance & Operations

For Ecommerce Companies

 
Customer & Field Service, Inventory, Pricing, Back Office & RGA
 

 

Enables B2C focused online organizations to deliver every customer engagement on-time and in most cost efficient manner through an end-to-end solution for order management, planning, resourcing, delivery, billing and customer service

 

Key Capabilities:

  • Import orders from Portal
  • Auto order creation for Suppliers
  • Inventory allocation and supply chain management
  • Collaboration with Logistics Suppliers
  • PG and Bank Integration
  • Logistic Supplier, PG and Bank reconciliation
  • Remittance management
  • Customer Service
  • Service Analytics

Big Benefits:

  • Efficiency through automtion
  • Integrated view of Business
  • Improve Sales, Pricing, Cross sell & Upsell
  • Improve Customer engagement
  • Customer Billing
  • Empower Teams to collaborate better

For Industries:

  • eCommerce Companies

Dynamics 365 Modules Used:

  • Sales
  • Dynamics NAV

Solution enhanced with:

  • Customer Insights / Power BI
  • Field Service in some industries

Case Study:

  • Jabong, Pepperfry, Urban Ladder

For Travel & Tour Agencies

 
Customer Service, Ticketing, Cancellations, Rescheduling etc
 

 

Enables organizations in travel industry to deliver every customer engagement best product pricing, delivery, and unmatched experience

 

Key Capabilities:

  • Integration with CRS and GDS systems
  • Integration with LCC’s
  • Integration with PG and Banks
  • Managing multiple products – Air, Bus, Rail, Hotel, Holidays etc.
  • Management of PLBs
  • Auto creation of sales and purchase transactions on basis of ticketing
  • Reconciliation framework

Case Study:

  • MakeMyTrip, Cleartrip, Ria Travels, Yatra

Big Benefits:

  • Automation brings lot of efficiency
  • Reduced time to information
  • Improve Pricing, Cross sell & Upsell
  • Improve Customer engagement
  • Empower Teams to collaborate better

For Industries:

  • Travel Portals
  • Travel management Companies

Dynamics 365 Modules Used:

  • Sales
  • Dynamics NAV

Solution enhanced with:

  • Customer Insights / Power BI

For NDIS Care Providers

 
Customer Service, Ticketing, Cancellations, Rescheduling etc
 

 

Transform and align your Customer care for Aged and People with Disabilities along NDIS Guidelines to track and perform assessments, manage client plans and approved services, track time, billing and improve financial management using Dynamics 365:

 

Key Capabilities:

  • Single View of Customer Health Profile
  • Manage Care Plan & approved services
  • Track queries and assessments
  • Manage Carer onboarding, Profile and service eligibility, Time, Billing, Service Provided and Payments
  • Clinical Case Management
  • Financial Planning, Budgeting, Expenses, Performances and Profitability of Providers
  • Interface with NDIS, Billing, Reconciliation
  • Marketing, Campaigns, Awareness

Big Benefits:

  • Centralised Outcome Monitoring
  • Reduce compliance risks
  • Improve organisational efficiency, staff productivity and delivery of care
  • Improve funding opportunities
  • Gain financial and operational efficiency

Dynamics 365 Modules Used:

  • Sales
  • Customer Service
  • Field Service

Solution enhanced with:

  • Customer Insights / Power BI

For Providers of:

  • NDIS Care
  • Care for Aged & People with Disability
  • Home and social support
  • Physiotherapy, Nursing, Podiatry

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