Overview
Dealer-led operating models involve ongoing coordination of activities such as visit planning, order creation, reporting, and follow-ups. These activities form part of regular dealer interactions and field operations, yet are often spread across multiple systems.
BDO India is pleased to present the AI-Powered No-Click Dealer Management System (DMS), now available on Microsoft AppSource.
Designed as a plug-and-play productivity layer, the solution embeds intelligence directly into dealer management workflows, reducing reliance on multiple portals and enabling teams to work within familiar Microsoft environments.
No-Click DMS supports structured execution across dealer interactions through AI-enabled planning, reporting, order management, and task coordination, while integrating with existing enterprise systems.
What the Solution Supports
The AI-Powered No-Click Dealer Management System includes the following capabilities:
- AI-driven daily check-ins highlighting priorities and potential conflicts
- Automated visit reports generated and synced directly with mailboxes
- Faster order creation support through intelligent cloning and data suggestions
- Smart visit planning and re-scheduling, with real-time order tracking
- Task and case management supported by AI-generated summaries
Key Benefits
Unified workflows
Consolidates core dealer-related activities into a single system, reducing dependency on multiple tools.
Enterprise system integration
Integrates with ERP platforms, including SAP, Oracle, and Dynamics 365, for aligned operations.
Field force enablement
Supports field operations through AI-enabled automation and structured execution.
Enterprise-ready design
Built for enterprise environments with a model-driven UI/UX and Copilot-powered AI assistant.
Mobile compatibility
Accessible on mobile devices using a Power Apps Canvas layout.
Implementation readiness
Supports deployment within an indicative 8–10 week implementation timeframe.
How BDO India Can Help
