DAYS 1–3001
Prove one useful workflow
Baseline one 3PL sales cohort. Validate Datex's actual CRM and define discovery, sponsor and proof criteria with sales leadership.
Agreed baseline + working pilot
Connect discovery, a focused WMS demonstration and implementation handoff around outcomes the customer agrees matter.
Datex sells Footprint WMS for complex warehouse operations. Agilidy's proposed role is on Datex's own commercial side: help sellers connect a buyer's operational problem to stakeholders, proof points and an acknowledged handoff.
Verified business model. Footprint WMS serves 3PL and other demanding warehouse environments. Datex documents a Microsoft Azure architecture; that does not establish its internal CRM.
Why now. Datex's August 25, 2026 survey release says competitive advantage is shifting toward execution. That creates a timely conversation about carrying research insights into discovery and customer-agreed evaluation plans.
Research and assumptions ↓Proposed Dynamics 365 Sales opportunity planning, Copilot for Sales and Copilot Studio agents under human management and control. Internal CRM is unverified. This is not a WMS or ERP implementation proposal.
| Buying role / proof | Open items | Next action | Signal |
|---|---|---|---|
| Account executive | 1 | Owner assigned | Active |
| Solution consultant | 1 | Acknowledgment due | Review |
| Next-step review | 1 | Date agreed | Active |
A fictional buyer discussed operational complexity without agreeing a demonstration success criterion.
Ask the buyer to select one workflow and define what evidence would establish fit.
Buyer-confirmed evaluation criteria
Human review required. No automated outreach.
Buyer-stated operating problem
Business sponsor and users
Relevant scenario and evidence
Mutual evaluation plan
Approved scope and expectations
Start with one team and one useful outcome. Establish a baseline, deliver the pilot and hand ownership to your people.
Baseline one 3PL sales cohort. Validate Datex's actual CRM and define discovery, sponsor and proof criteria with sales leadership.
Coach Challenger-style conversations around buyer-confirmed constraints. Pilot reviewed account briefs and a mutual evaluation plan; measure stage evidence.
Review evaluation progress and handoff completeness. Train the sales manager and customer-success owner, document the workflow and hand it over.
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.
Microsoft Azure product hosting and external integration partnerships do not prove Datex uses Dynamics CRM internally. This concept is a commercial best-practice hypothesis, not a diagnosis of weak sales execution. Do not invent customer ROI, change warehouse operations or pitch ERP services.
Proposed Dynamics 365 Sales opportunity planning, Copilot for Sales and Copilot Studio agents under human management and control. Internal CRM is unverified. This is not a WMS or ERP implementation proposal.
Research reviewed October 16, 2026. Company facts are sourced above. CRM designs are Agilidy hypotheses, not claims of a broken system or promised returns.