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Customer experience | Sales, Customer Insights,...
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Vendas recorrentes no Dynamics 365. (Customer Success)

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Posted on by 5

Olá.

Tentei adaptar o serviços do Dynamics para vendas recorrentes, mas não deu certo.

Alguém aqui já tem algum recurso ou aplicativo para vendas recorrentes no Dynamics 365? 

Muito obrigado.

frabello@memorycomp.com.br

  • LuHao Profile Picture
    40,892 on at

    Hi Fernando,

    Please post your content in English.

    Thanks.

  • Fernando Rabello Profile Picture
    5 on at
    Hello.
    
    I tried to adapt Dynamics services for recurring sales, but it didn't work out.
    
    Does anyone here already have a feature or app for recurring sales in Dynamics 365?
    
    Thank you.
  • Fernando Rabello Profile Picture
    5 on at

    Thanks Lu Hao

  • ashish12 Profile Picture
    3,079 on at

    Hi,

    Can you explain me what exactly you are looking for in Dynamics 365/CRM?

    There are many option which may help to your issue.

    Thanks

  • LuHao Profile Picture
    40,892 on at

    Hi Fernando,

    Could you provide more information?

    Such as the background of the problem, the specific goals you achieved.

    You can also provide some screenshots to illustrate.

  • Fernando Rabello Profile Picture
    5 on at

    I need a tool that manages recurring sales. Today CRM only makes sales, but I need something that manages sales that are monthly and have the customer history, what he bought and is buying and etc ... Do you know if there is a way to do this? It's like a monthly service every month that we do on the client. Thanks.

  • Fernando Rabello Profile Picture
    5 on at

    I need a tool that manages recurring sales. Today CRM only makes sales, but I need something that manages sales that are monthly and have the customer history, what he bought and is buying and etc ...

    Do you know if there is a way to do this? It's like a monthly service every month that we do on the client.

    Thanks.

  • Fernando Rabello Profile Picture
    5 on at

    I need a tool that manages recurring sales. Today CRM only makes sales, but I need something that manages sales that are monthly and have the customer history, what he bought and is buying and etc ...

    Do you know if there is a way to do this? It's like a monthly service every month that we do on the client.

    Thanks.

  • Paul_Owen Profile Picture
    2,027 on at

    Do you mean for recurring Invoices? I've implemented the below for a customer which can handle that.

    www.rocktonsoftware.com/.../

    Regards

    Paul

  • Fernando Rabello Profile Picture
    5 on at

    Thanks Paul.

    I'm analyzing it.

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