VanPro 365: Redefining your Sales Excellence with Synergy of Automation and Analytics

The hustle of sales, market trends, competitors, and the never-ending race of revenue, profitability, and business goals makes it hard for businesses to track everything. The ultimate burnout can take your graphs of performance and sales down. There is a dire need to keep up with all the things, but manual operations can hinder this. The sales operations need hierarchal management of processes, assigning tasks, monitoring the accomplished goals, and ensuring the goods reach the customer at the right time and place.

The solution to literally everything today lies in automation, innovation, technological advancement, and digital transformation. This may seem a long list to accomplish, but a comprehensive solution that manages your teams, resources, and operations end-to-end is your key to success now. Leveraging hyper-automation capabilities can serve as a magic wand. According to Forbes, 60% of business owners believe that AI can grow their sales, while 64% realize it’s worth in managing their customer relationships. This is how far automation is destined to go and the trust businesses have.

Unveiling the Potential Solution to Manage Your Sales Operations

While the market is flooding with the options of solutions for managing your sales operation everyone claims that they are the number one solution that can solve all your problems. How would you make your choice? You need to know:

• The requirements of your business
• The investment that you can make in the solution
• Operations you want to cover with that solution
• The feasibility of integration with your existing system

Once you are clear about these, you can make the most suitable choice that aligns with your needs and requirements.

However, the one solution that covers the extensive horizons of operations and is ideally capable of aligning with the needs of the business is a state-of-the-art solution designed by Dynamics Solution and Technology, which leverages robust features to improve your workflow and deliver desired results. VanPro 365 is an end-to-end managed solution that streamlines your teams and processes with seamless collaboration, communication, and unification at a single platform.

Let us delve further into the blog to explore how you can catalyze your performance with our solution.

Unraveling the Robust Features of VanPro 365

The VanPro 365 is designed sophistically to integrate with Dynamics 365 Finance and Operations to deliver outstanding proficiency and productivity across all verticals. The core purpose of this solution is to streamline your work and manage the sales and relevant salespersons, giving managers complete visibility across the system to evaluate the accomplished and pending tasks. The solution ensures effective communication through its integrated system, high-end security with OTP (One Time Password) on login, and a real user-friendly interface that makes navigation through the application very easy. These benefits are powered by the high-tech features of VanPro 365. Let us discuss them in detail.

Role-Specific Menus and Screen

A general application that has all its menus and screens synchronized gets confusing to understand and use as a new user. Considering this pain point of businesses, the Van Sales Solution is designed to facilitate the user according to their specific roles. Both the manager and salesmen have customized and user-centric menus that give them details of their to-do lists and tasks.

For salesmen, it provides an overview of their day, the visits planned, and then an insight into how much of the assigned tasks and goals are completed as the day proceeds. Similarly, managers can view the performance of the salesmen, the work done, the order management, and other relevant information to ensure the efforts return in the form of revenue and customer management.

Integrated Customer Management

In addition to the salesmen and managers, VanPro 365 ensures your customers are satisfied and get an outclass customer experience. The unique and distinct feature for customers keeps a record of the master data. This includes information ranging from their contacts, address, location, and direction. The built-in Calander for visits allows customers to know when the visit is planned for them and at what time, giving transparency in the flow so the service is seamless, and operations streamlined.

Sales Operations

This feature covers a diverse range of operations that inhibit your inventory, accounts, deliveries, and sales orders. They allow the user to have visibility on the available items on the shelf and how much the available stock can hold for the demand. In case of any out-of-stock products, it informs the person concerned. For the payments, it allows you to choose between credit card or cash payment and then create invoices that are managed and settled as the sales go by. The in-app payment processing allows for ensuring the safety and accuracy of transactions. The customers are given a limit, but they can request for increase in credit limit if they need it. The additional option of returning an order gains the trust of the customer, although the autonomy of return rests with salesmen.

Middleware Integration

Our solution gives you real-time data synchronization through which all the data is synced and stored into Dynamics 365 Finance and Operations to give a comprehensive insight. It stores all the customer responses, their order, orders processed, and the relevant information. Inventory availability to give an efficient and visible workflow, which is owed to middleware integration of D365 F&O.

Promotion Management

Who does not love a discount, especially on online purchases, which is already saving you a lot of hustles? VanPro 365 for Dynamics 365 Finance and Operations allows you to add promotions on your products by applying a discount or mix and matching a combination of discounts on the basis of quotas and priorities. You can manually add promotions with on spot promotion add-on.

Order Management

If you entrust your sales operations with VanPro 365, then everything, ranging from the creation of an order to its processing, packaging, shipment, and delivery, everything is done via the app. Every time a new order is created, managers can view it and approve further courses of action, whether it is approval, rejection, or any change in the order.

Unleashing Unprecedented Sales with Dynamics Solution and Technology

To summarize what is aforementioned, VanPro 365 is designed to enhance your efficiency and performance and improve customer relationships with specific features and customizability.

Dynamics Solution and Technology is a Gold and Solution Partner of Microsoft which enables digital transformation and business process innovation by leveraging organizations with innovative solutions that streamline their operations like VanPro365.

So, contact us here to talk to our expert and learn more about the marvels VanPro 365 solutions can do to your sales business.