DAYS 1–3001
Prove one useful workflow
Baseline one specialist cohort. Validate Dynamics Sales objects, collector permissions and auction integration boundaries; agree a post-event follow-up play.
Agreed baseline + working pilot
Connect a collector's stated interests to specialist follow-up, consignment readiness and the next relevant conversation.
Broad Arrow connects collectors through auctions, private sales and financing. A useful Dynamics Sales pilot would bring declared interests, specialist ownership and permissioned channel handoffs into one collector relationship plan.
Verified Dynamics relevance. Hagerty's Dynamics engineering posting specifies Dynamics 365 Sales and Dataverse, with support responsibilities for Broad Arrow Auctions. Exact deployment scope still needs validation.
Why now. Broad Arrow reported $624 million in 2025 transaction value across its three channels, and announced its first Audrain auction for October 2026. Growth makes consistent specialist follow-through a timely hypothesis.
Research and assumptions ↓Proposed Dynamics 365 Sales account planning, Copilot for Sales and Copilot Studio agents under human management and control. Improve the business workflow alongside the existing engineering team.
| Relationship play | Open items | Next action | Signal |
|---|---|---|---|
| Collector relationship owner | 1 | Owner assigned | Active |
| Marque specialist | 1 | Acknowledgment due | Review |
| Next-step review | 1 | Date agreed | Active |
A fictional collector asked about a marque but has no agreed post-event action.
Have the specialist confirm the collector's current interests and offer a relevant conversation.
Confirmed next actions after events
Human review required. No automated outreach.
Stated collecting interests
Specialist discussion
Consignment or purchase plan
Existing auction/private-sale workflow
Post-event conversation
Start with one team and one useful outcome. Establish a baseline, deliver the pilot and hand ownership to your people.
Baseline one specialist cohort. Validate Dynamics Sales objects, collector permissions and auction integration boundaries; agree a post-event follow-up play.
Pilot reviewed collector briefs and specialist handoffs. Coach relevant conversations and measure completed next actions without interrupting live-auction systems.
Review service and pipeline outcomes, document the specialist operating rhythm and hand ownership to the business team with engineering support.
Targets follow the baseline. Data access, licensing and feasibility need validation.
I combine revenue leadership, Challenger selling and agents under human management and control to turn account insight into useful action.
I work with a handful of clients, own a focused outcome and leave your team able to sustain it. We establish the operating rhythm, measure progress and hand it over to your people.
15-minute call (free) → Revenue POV (free) → 30-Day Revenue Sprint (fixed fee) → Fractional CRO / Interim VP Sales (from $10K/month).
Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Customer Insights, Microsoft 365 Copilot, Copilot for Sales, Copilot Studio, and custom agents under human management and control. We validate the relevant products and existing licenses before proposing implementation.
Start with 15 minutes. If there is a clear fit, agree one focused outcome.
Transaction value is not company revenue. The job description is platform evidence, not proof of missing features or a currently open vacancy. No inferred wealth, lending eligibility, automated bidding or financing advice is proposed. Financing requests go to qualified staff only when requested.
Proposed Dynamics 365 Sales account planning, Copilot for Sales and Copilot Studio agents under human management and control. Improve the business workflow alongside the existing engineering team.
Research reviewed October 16, 2026. Company facts are sourced above. CRM designs are Agilidy hypotheses, not claims of a broken system or promised returns.