Through lead management process, the follow-up with a new prospect can be monitored, assigned to the proper teams or salespeople, and tied to marketing automation for professional, automated communications. Once a lead is qualified as an opportunity it represents a potential sale and can be tracked through a sales process to completion. Estimating the value and closing dates of opportunities provides a sales pipeline forecast.

annata365 Sales app comes with powerful test drive capabilities that empower salespeople to deliver consistent and coordinated test drive experiences to their current and potential customers. The test drive process is connected to Lead Management and Opportunity Management. The solution’s capability to trigger automatic workflows includes assignment of test drives, reminders to customers and customer satisfaction surveys.

Use Deal Management to sell devices, add-ons, manage trade ins and financing contracts between the dealership and customers. When using Deal Management, you have an overview of all cost and revenue information including total margins. Conveniently send the deals as quotes to your customers for negotiations, revisions, and approvals.

The annata365 Sales has built-in support for inspections and reviews required throughout the sales process. For more information, please refer to the annata365 Inspection page.

annata365 Sales uses standard Microsoft Dynamics 365 products catalog to manage prices for devices, variants, model codes and add-ons such as accessories, services, warranties, or insurance. Prices can also be set directly for individual devices, which helps in situations such as used vehicle sales or trade-in processes where a separate product for each device is not desired.

Use Sales Assistant to browse through your inventory of devices. Sales assistant will use the branding hierarchy and business operation specified on the opportunity as predefined filters. Filters can also be modified through the filtering icon on the top right of the Sales Assistant.