Stop selling in the dark. Connect your sales team to your operations.
Sales & Relationship Management, Simplified.
At Simply BC, we see a common frustration: Sales teams promising delivery dates they can’t meet because they can’t see live inventory, or Finance chasing invoices because Customer Service didn’t check the credit limit.
We believe Sales shouldn’t be an island. We architect Microsoft Dynamics 365 Business Central to bridge the gap between “The Deal” and “The Delivery,” giving your sales team the real-time data they need to close deals with confidence, and ensure your business can actually deliver on them.
“Quote” to “Cash” Without Friction
Business Central isn’t just a CRM; it’s a fully integrated engine that connects your customer interactions directly to your supply chain and financials.
- Seamless Quote-to-Cash: Stop re-keying data. Convert a Sales Quote to an Order, ship it, and invoice it in a few clicks. The moment an order is placed, inventory is allocated, preventing you from selling the same stock twice.
- Dynamic Pricing & Discounts: Handle complex pricing structures effortlessly. Whether you use specific customer price lists, volume discounts, or seasonal campaigns, the system automatically applies the correct price, eliminating manual calculation errors.
- Customer 360: Give your sales reps a complete view. They can see not just contact details, but past order history, current credit limits, and open invoices—empowering them to have smarter conversations.
- Outlook Integration: The “Killer Feature.” Your sales team lives in email. With Business Central, they can create quotes, check inventory, and process orders directly inside Microsoft Outlook without ever switching apps.
Copilot, Your AI Sales Assistant
Administrative work kills sales momentum. Microsoft’s Copilot is embedded in Business Central to handle the busy work so your team can focus on relationships.
- AI-Drafted Responses: Copilot can draft email replies to customers instantly. If a customer asks for a quote on “50 Office Chairs,” Copilot pulls the product data and price, drafting a professional email response for you to review and send.
- Marketing Text Generation: Need to launch a new product? Copilot can generate creative marketing descriptions for your items, tailored to your tone of voice, ready for your quotes or website.
- Opportunity Summaries: Catching up on a lead? Copilot summarizes recent email interactions and notes, giving you a quick “cheat sheet” on the relationship status before you make the call.
Automating the B2B Sales Channel
For many businesses, “Sales” isn’t just about phone calls; it’s about high-volume electronic orders. As Business Central Problem Solvers, we know that manual entry for B2B orders is a waste of talent.
We partner with TrueCommerce to automate your digital sales channels:
- TrueCommerce (EDI & Marketplace Integration):
- The Problem: Your biggest retail customers demand EDI (Electronic Data Interchange), or you spend hours downloading orders from Amazon/Shopify and typing them into the ERP.
- The Solution: We implement TrueCommerce to connect Business Central directly to your trading partners. Orders flow in automatically, and shipping notices/invoices flow out. It removes the manual bottleneck, allowing you to scale your order volume without adding more administrative staff.
Ready to Empower Your Sales Team?
Give your team the tools to sell smarter, not harder. We help you build a sales process that is integrated, transparent, and built for growth.