Why a Unified ERP and CRM System Makes Business Sense · Start with cloud-based capabilities....

Why a Unified ERP and CRM System Makes Business Sense

Microsoft Dynamics 365

AlfaPeople - Dynamics 365

Whitepaper | 2 Unified ERP and CRM System

Simplify your retail operation to maximize growth

Your ERP and CRM systems capture all your valuable data. But they function as separate entities — like side- by-side silos..Imagine merging these two data storage units — you would have an efficient system, allowing you to:

• Streamline operations across your entire business

• Unlock lucrative client preferences

• Improve operational efficiency

• Increase profitability

• Boost growth

The flexibility and affordability of the Microsoft Dynamics 365 unified ERP/ CRM database enables you to achieve your business goals and get the results you want for your operation, whatever it is.

Start with cloud-based capabilities. Dynamics 365’s combined ERP and CRM cloud-based functions puts you in control of your most valuable information, such as:

• Store operations

• POS systems

• Payment processing

• Promotions

• E-commerce

• Product sourcing

• Sales audits

This information allows you to create consistent messaging and client experiences across all channels and functions for your business: in-store, online, via mobile device, as well as for email campaigns, social engagement and loyalty programs.

Best of all, Microsoft Dynamics 365 provides advanced business intelligence resources and in-depth CRM analytical tools. It also puts you in control of your financial, inventory and warehouse management.

Why Dynamics 365 works for retail

Your business applications may range from sophisticated marketing campaign data to back office number-crunching. But with Dynamics 365, you get a one-stop, unified ERP and CRM solution.

That means greater control over all your data, such as:

• Omni-channel capability — maximize your strategies, images and client experience across any channel.

• Tier 1 supply chain — capitalize on data resources to enhance client service and delivery speed.

• Global reach and resources — manage your entire global supply chain and connections with streamlined, cloud-based data access.

• Problem solving — save time and money managing day-to-day operations with valuable resources for taking action.

Ask an AlfaPeople representative to show you how Dynamics 365 fits your custom business requirements.

Whitepaper | 3


With Dynamics 365, you can create a consistent and memorable brand experience for every client across all your channels —, online or in person.

You can also align business strategies and client preferences with the Dynamics cloud-based features. That includes making it easier to personalize client experiences with offers, streamlined product and service ordering.

Additionally, you can make managing any retail transactions of yours easier by handling products, pricing, loyalty programs and promotional campaigns all from one platform.

Plus, you can strengthen your competitive position by using the built-in Power BI and Cortana Intelligence tools to spot trends and act on them quickly.

Unified ERP and CRM System

Imprint your brand image on every customer experience

Create memorable shopping experiences

Make every customer experience count across all channels

Build omni-channel brand awareness — show client that they matter to your business operations with a clear message and outstanding service.

Create brand “familiarity” — whether acquiring your services online or in person, your clients want to experience seamless proximity with your brand.

Connect all business operations and information — from POS options to store processes, merchandizing to supply chain management, your clients will enjoy the benefits of an efficient, integrated data system.


By unifying all your operational and marketing data into one database with Dynamics 365, you gain powerful insight into your business operation’s performance. Additionally, you get built-in Power Business Intelligence (Power BI) features that make analyzing the data and developing an action plan easier.

Maximize data in every facet of your operation

Make decisions with absolute confidence

Power BI enables you and your staff to quickly analyze your data and make informed, fact-based decisions with certainty.

That allows you to easily:

• Identify patterns and trends in your raw data.

• Determine data relationships and how they impact your business.

• Use resulting reports to drive business growth

Give Teams Customizable Dashboards

From your executives to managers and staff, each team member can customize their Dynamics 365 dashboard to fit their needs.

That includes personalizing the dashboard to get the most relevant information and updates.

In fact, the Dynamics 365 dashboard presents data in a visual format that makes your business key performance indicators (KPIs) and analytics easy to understand.

Increase team performance — anywhere

Power BI works on any device, allowing your entire team to do their best work — whether they are in the office, on the retail floor or out in the field.


Enjoy the benefits

of Power BI

1. Create successful sales or marketing campaigns with client history and preference data.

2. Make accurate decisions based on unified database and analytics results.

3. Discover patterns and trends across all retail areas, using a unified ERP/CRM and third-party data sources.

4. Access crucial information anywhere on any device — laptops, POS, tablets, mobile devices.

5. Increase profits by taking action on real- time product time product data and business trends.



By managing your business with Dynamics 365, you can simplify data management in one central pace.

That allows you to:

• Control your entire global supply and service chain.

• Prevent issues, using advanced forecasting, planning and soft-allocation tools.

• Generate highly-efficient visual reports on sales, acquisitions, marketing and logistics orders.

• Manage specific product channels more efficiently.

• Track and optimize inventory availability for a greater ROI.

Simplify your business data management

Your business, your way

Regardless of how you monitor operations — by brand, channel, product family or service — Microsoft Dynamics 365 lets you fully customize your business structure.

• Get big-picture visibility and control over your company.

• Make concise marketing and sales plans and decisions across all channels.

• Manage complex day-to-day issues —

before they affect your bottom line.

Whitepaper | 6


Unified ERP and CRM System

When you choose AlfaPeople to power up your business operation with the cloud-based Dynamics 365 system, you get much more than great software.

For more than a decade, we have helped businesses simplify their operations and achieve outstanding growth with Microsoft Dynamics solutions. Over the years, we have worked with leading organizations, doing innovative hands-on work in a wide range of sectors from Education to Government, Retail to Manufacturing.

That means we know your sector and what it takes to overcome the associated management challenges. Discover how our team can provide you with the tools you need to understand and maximize your operation’s data.

Tell us about your business challenges — large or small — and we will help you succeed with a personalized sectorized application plan to fit your business and budget.Learn more about us, our experience and your Microsoft Dynamics 365 options.

At AlfaPeople, we make your business success personal

AlfaPeople - Microsoft Dynamics 365

Whitepaper | 7 Microsoft Dynamics 365 | 8 tips you need to have a successful ERP

Seven Sound Reasons to Count on AlfaPeople for Your Microsoft Dynamics 365 Implementation

By now, you probably have a good sense of the advantages Microsoft Dynamics 365 offers for digital

transformation of your business. Your challenge is implementing those advantages as quickly as practical and

achieving peak performance as efficiently as possible.

That is where the value of AlfaPeople insights and hands-on Dynamics 365 implementation experience create

opportunities specific to your industry and organizational needs.

1. Microsoft Dynamics 365 expertise

Microsoft Dynamics 365 eases the anxiety of switching to a new

enterprise system. It uses the familiar look and intuitive feel of

other Microsoft products and seamlessly shares data with Excel

spreadsheets you might already be using to analyze the finer points

of business operations.

In-depth AlfaPeople experience complements that familiarity with

industry-specific insights gained from more than a decade of

experience working with organizations like yours. You’ll recognize

the value of that experience from your very first conversation with

an AlfaPeople Microsoft Dynamics 365 expert.

2. Microsoft endorsement

As a Microsoft Gold certified cloud solution provider, AlfaPeople

provides more than a decade of expertise with Dynamics AX,

Dynamics CRM, and now Microsoft Dynamics 365. The accrued

knowledge and connections with Microsoft technology specialists

pay dividends for you.

3. Valuable market insight

As friendly as Microsoft Dynamics 365

is for savvy businesspeople to adapt to

specific needs, the speed at which you

benefit can be accelerated with help from

someone already familiar with its use in

your unique markets and applications.

Discover AlfaPeople insights into

Dynamics 365 implementation in vertical

market applications such as retail/fashion,

professional services, or the public sector,

and with specific disciplines.

https://alfapeople.com/microsoft-dynamics-365/

AlfaPeople - Microsoft Dynamics 365

Whitepaper | 8 Microsoft Dynamics 365 | 8 tips you need to have a successful ERP

Do you want to know more? Ask an AlfaPeople team member today for a tour of Dynamics 365 as well as its Power BI capabilities..

It’s easy to get in touch:

Email at: [email protected]

4. Enhanced functionality

Just as Microsoft Dynamics 365 delivers value beyond

its core functionality for ERP and CRM, so too does

AlfaPeople implementation assistance. We help you

capitalize on Power BI (Business Intelligence) for added

insight, a library of task-specific application programs

available through the Microsoft AppSource, and

enhanced functionality in key sales, customer service,

field service, and finance/operations.

5. Reliable support

We understand your skepticism about claims made by

other cloud software solutions. That is why we offer

specific proof of performance demonstrated in so many

client success stories on our website.

6. Award-winning service

As nice as they are, our industry awards and

recognitions collected over the past decade are not

the reason to choose AlfaPeople for help in navigating

your transition to Microsoft Dynamics 365. Instead,

base your judgment on the specific ways AlfaPeople

representatives demonstrate how to leverage the

business experience and insights that earned those

awards.

7. Multinational exposure

The global marketplace is getting more interconnected

every day. Whether your organization is selling abroad,

or sourcing from suppliers around the world, the

benefits of global AlfaPeople experience are available

from associates in more than a dozen international

offices. That means guidance from people with hands-

on experience in the local economy and local language

to help address your needs.

mailto:dynamics365team%40alfapeople.com?subject=

Global Offices

alfapeople.com

[email protected]

Colombia

Ave Cra 9 # 123-86

Edificio Uraki – Ofi 401, Bogotá

Phone: +571 6054222

Fax: + 571 2082198

Email: [email protected]

Brazil - Barueri

Al. Tocantins, 125 – Conj. 250,

Alphaville Industrial

06455-931

Barueri-SP

Phone: +55 (11) 4082-3232


Denmark

Støberigade 14, 4. sal

2450 København SV

Denmark

Phone: +45 70 20 27 40


United Kingdom

Phoenix House

18 King William Street,

London, EC4N 7BP

Phone: +44 (0) 20 3167 4911


Germany

Elsbach Haus, Goebenstraße 3-7

32052 Herford

Phone: +49 5221 28440-0

Fax +49 5221 28440-44


Chile

Av. Tajamar 481, of. 607

Torre Sur, World Trade Center

Las Condes, Santiago

Phone: +56 (2) 2 751 90 00

Mobile: +56 9 75296062


Switzerland

Hohenbühlstrasse 2

8152 Glattbrugg

Phone: +41 43 355 30 60

Fax: +41 43 355 30 61


United States

Chrysler Building

405 Lexington Avenue,

26th Floor, New York 10174

Phone: +1 (855) 732-6484


Brazil - Porto Alegre

Rua Mostardeiro, 366

5° andar

90430-001

Porto Alegre

Phone: +55 (51) 2117-1865


Costa Rica

Calle 36. Av 4 y 6.

Edificio Don Bosco. Tercer Piso

San Jose

Phone: +506 2233 7000

Fax +506 2233 3238


Guatemala

5ta Avenida 4-55 Zona 14

Edificio Europlaza Torre 1, 2do Nivel,

Oficina 208/209

Phone: +502 2386 9981

Fax: +502 2386 8800


Mexico

Baja California 245 Piso 8

Colonia Hipódromo.

Condesa C.P. 06170

México, D.F.

Phone: +55 5265 6030 Ext.878


China

Four Seasons Square, Building 2

No. 503 NingGuo Road,

Shanghai

200090

Phone: +966 2 6929450


United Arab Emirates

Sidra Tower (1801)

Sheikh Zayed Road

PO Box 9588, Dubai

Phone: +971 4 5585066

Fax: +97144405988


Saudi Arabia

King Road Tower (1106)

King Abdulaziz Road – Jeddah

PO Box 11787, Jeddah 21463

Phone: +966 2 6929450

Fax: +966 2 6068744


Ecuador

Edificio Trade Building Torre B

Oficina L-530 calle Leopoldo Benítez

y Joaquín Orrantia, Ciudad del Sol

Guayaquil, Ecuador

Phone: +593(09) 93267791


mailto:info%40alfapeople.com?subject=info_AlfaPeople

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Why a Unified ERP and CRM System Makes Business Sense · Start with cloud-based capabilities....

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