Microsoft CRM and DycoTrade

Why CRM in combination with DycoTrade?

• Streamline the Opportunity and Quotation Process

• Establish collaboration with and between Traders & Counterparties

• Deliver structured and clean data for Financial,- or Transactional-systems

• Support a variety of business processes

DycoTrade provides powerful modules for managing Trade, Risk and Logistic processes. All

transactions, financial and logistic, can be analyzed and reported to the finessed detail.

The best of both worlds

Lead

management

Account

management

Quotes

Purchase /

Sales

Contracts

Logistics /

TransportWarehouse /

Production

Finance / Risk / HRM

Customer

satisfaction

Service

management

CRM(Marketing and sales automation)

DycoTrade(ERP)

CRMService management

Best of both worlds

• Opportunity management

• Counterparty indexing

• Aging reports for traders

• Personal Dashboards with KPI

• Outlook integration

• Visiting reports

• Quotes

Interfaces

• Physical trades

• Shipment files

• Counterparties

• Addresses

• Aging

• Parcel sampling and

tracking

• Sample request and

tracking

• Reference data

management

Tablet Desktop Phone

Cloud On-Premises

AppsTouch ExperienceCustom Web Portal

Microsoft OfficeSharePoint Composite UI

Data Drill Through Advanced Analysis

Self-Service Dashboards Guided Report Wizards

SocialEmail IM Custom Channels

DevelopersBusiness Analysts System Administrators

Integration

Custom UI

Custom Logic and Business Rules

Advanced Business Intelligence

Workflow-Driven Processes

Self-Service Reports

Views, Forms

Data Model

Users, Organizations

Business Units

Security Roles

Settings

Templates, KB articles

Mail-Merge and Email Templates

Document Templates

“Work with customer data and business processes on a device and in the location of your choice”

PC Phone & Tablet

Key-Modules

• Account,- & Contact-Management

• Counterparty Audit

• Quotations/Contracts

• Sample Requests

• Visiting Reports

• Reporting & Dashboards

* Factsheet with more information is available at the stand

Account,- & Contact-Management

• Collaborate with offices over the world by sharing Basic Account

& Contact data.

• Visualize where Accounts are located and what products they

produce or use.

• Register Sales Opportunities and follow up activities to achieve

successes. (Qualify, Develop, Propose, Close)

Counterparty Audit

• Counterparty Audit Request initiated by Trader

• Review on several subjects; • Finance Department

• Logistic Department

• Requested Limit & Conditions Approved and stored on Account Details

• During the Audit, Traders can continue with Quotes, Samples or other

Activities

Quotations / Contracts

• Easily Create Quotes (even when counterparty is being audited)

• Looks and feels of Office

• Information is prefilled

• Creation of follow-up activities (manually or automatically)

• Track Activities regarding Quote on the personal dashboard

• Update the Quote and send it to DycoTrade• Send to DycoTrade button is enabled when mandatory field are filled in and Counterparty has

been Audited

• Visualize Data by using Charts

Sample Requests

• Trading Perspective;

• When Sample Request has arrived; Call Potential Customer

• When Sample Request hasn’t arrive; Examine what’s causing the delay

• Management Perspective;

• Review the number of Sample Requests by Trader by Month

• The number of Sample Requests combined with number of Quotes

could be used as business indicator

Visiting Reports

• Company Formatted Visiting reports to complement Account Data;• What’s the current production capacity per product?

• Who’s the product manager?

• What’s the demanding capacity?

• What’s the reason of the visit?

• Rules(s) of Thumb*: • After each Visit a Visit Report must be created.

• During the year there should be at least 10 quotes.

* Organization Dependent

Reporting & Dashboards

• Working with CRM should not end up in an administrative task but it

should help you and others.

• Examples of Reporting; • Overview of activities attached to a (Potential) Customer [Traders]

• Overview of Quotations per Product Group per Trader or Region [Management]

• Examples of Dashboards• Cockpit for Traders to identify Accounts, Contact, Quotes, Samples or Outstanding Invoices,

they are responsible for.

• Cockpit for Management to visualize Goals of Traders or Teams.

Meet us at our stand to discuss opportunities

Contact Information

Dynamic People B.V.

Koningin Wilhelminaplein 12

1062 HK Amsterdam

The Netherlands

Internet: www.dynamicpeople.com

Contact: Henk Herkelman

Phone: +31 (0)20 30 32 470

E-mail: henk.herkelman@dynamicpeople.com