Budget: 8500 UAH Deadline: 5 days
Hello, Ruslan!
I have reviewed your request. I want to emphasize right away that I do NOT work with Microsoft Dynamics 365. My specialization is designing management systems for B2B distribution based on OneBox OS.
I decided to write because Dynamics 365 is a complex ecosystem that requires large budgets for support. I offer an alternative: a ready-made B2B configuration that we will adapt to your logic.
What is included in the basic framework of the solution:
B2B sales chain: from the first inquiry and commercial proposal to payment control and shipment.
Team performance control: the system records the activity of managers, highlights overdue tasks, and clients with whom there has been no contact for a long time.
Reporting: OneBox has standard management reports. The system also provides the ability to export any data to Excel for your further analysis. This allows you to build reports tailored to your needs, which often change during the work process.
Communications: structuring the client database, call history, and correspondence in one card.
An important point regarding development:
The business processes of the distributor often require specific settings or integrations with other software. For such tasks, I involve developers from my team.
Unique technical tasks are paid separately as needed (package starting from 10 hours — $360).
This allows us to address issues that cannot be anticipated at the start but will definitely arise during implementation.
How we start:
BETA prototype ($167): Within 5 working days, I will deploy your distribution model in a test environment. You will see the real logic of the system's operation even before we begin large-scale implementation. This will help both of us understand the actual scope of work.
Core Deployment (MVP) — $2900: Full system setup (approximately 10 weeks).
You can review the logic of my solution here: CRM for B2B projects https://icoloronebox.org.ua/product/crm-dlia-b2b-proiektiv/
Ruslan, if you need not a "brand" but a working tool for daily sales control — I suggest we discuss your tasks.
Best regards.