Manufacturing & distribution
Revenue arrives through a dealer network you don't employ and a service operation you can't see.
The pattern we meet
Quotations are prepared in Excel by four branches using three different templates. Distributor performance is reviewed from a monthly spreadsheet that arrives late. Warranty claims are argued over email because nobody can prove the install date. After-sales service is profitable in theory and unmeasured in practice.
What we build
- Dealer and distributor management with tiered pricing, targets and a self-service portal
- Controlled quoting with product configuration, discount approval and version history
- Registered installed base with serial numbers, warranty start dates and claim workflow
- Spare parts enquiry-to-order and technician dispatch on Field Service
- Integration to the ERP so an order placed in CRM does not get re-keyed by finance
Modules
Dynamics 365 Sales · Field Service · Customer Service · Power Pages dealer portal · Customer Master & Deduplication pack
The measurable outcome
The usual first win is not the pipeline. It is warranty: once the installed base is registered with real dates and entitlements, the arguments end and the free work stops being free.