OntargIT IDMS | ERP & CRM solution for automotive industry | Microsoft Dynamics 365 [Video]

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
19:17 – 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)