OntargIT IDMS | ERP & CRM solution for automotive industry | Microsoft Dynamics 365
IDMS solution from OntargIT is a united integrated cloud application for multi-brand importers and dealers such as cars, vehicles, and spare parts.
The app, based on the latest version of Microsoft Dynamics 365, supports all specific business processes to multi-brand distributors and dealers of cars and other equipment, including sales of cars and spare parts, after-sales service.
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Timestamps:
0:00 - Intro
1:17 - About OntargIT
1:22 - Our Automotive clients
2:05 - Automotive Customer journey
2:38 - IDMS capabilities - solution covers entire supply chain
3:15 - Solution architecture
5:39 - Platform for IDMS: main advantages
6:10 - Functional scope of IDMS solution
6:49 - Vehicle lifecycle management
6:54 - Vehicle master data
7:19 - Vehicle lifecycle management
7:52 - Dealer portal - work with vehicles
8:12 - Vehicle lifecycle management
9:00 - Vehicle master data
9:12 - History of status changes for each machine
9:33 - Sales process
9:45 - Inbound and outbound transportation - Routing and Freight calculation
10:24 - Sales invoicing
10:41 - Purchasing & logistic
10:48 - BI Reports, devices sales
10:52 - Allocations
11:17 - Dealer portal - work with devices
11:47 - Service Management & PDI
11:54 - Service management
12:25 - Customer service history
12:55 - Damage check
13:25 - Planning the visit of customer
13:41 - Preliminary estimation
13:55 - Workshop reports
14:20 - Spare parts management
14:36 - Spare part’s card & replacement spare parts
14:53 - Dealer Portal - Spare Parts
15:28 - Spare parts importer processes
15:42 - Sales quote
16:07 - Safety stock calculation
16:21 - Forecasting and planning
16:39 - Finances (based on Dynamics 365 F&O)
16:59 - IDMS solution - CRM functionality
17:04 - Functional blocks of IDMS CRM
17:20 - Main sales process
17:35 - Lead info check & filling (based on Ucontrol)
18:04 - Work with opportunity
18:17 - Generation of activities for further actions
18:32 - Test drive
18:49 - Devices on WHS
19:05 - Proposal generation
19:17 - Contract negotiation
19:29 - Customer devices
19:36 - Planned maintenance
19:46 - Omni-channel and lead generation
20:08 - Lead qualification with digital telephony
20:18 - CRM Integration with Digital Telephony
20:45 - Receiving a call in CRM
21:06 - CR functionality
21:20 - Audience analysis based on created questionnaires
21:33 - KPI boards
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👨💼#OntargIT is a consulting group focused on deployment and support of innovative Microsoft Cloud applications for businesses based on Microsoft Dynamics 365 (ERP & CRM) and Power Platform. (http://bit.ly/3IQ8dny)