01
Installed-base aftermarket
Prioritize which existing customers are due for service, parts or upgrades.
High priorityA PERSONAL POINT OF VIEW FOR GED · NORFIELD RETHCEIF
Industrial revenue
intelligence. Built on IFS,
not against it.
Unlock aftermarket and cross-sell revenue across GED, Norfield and Rethceif. Connect customer intelligence to IFS with Microsoft Dynamics 365 and AI — and prove the opportunity in 90 days.
Jason Wickman · Founder, Agilidy · Former MicrosoftIndependent proposal · October 2026 · Draft
01 / THE COMMERCIAL THESIS
The installed base
is GED's biggest
untapped asset.
GED has spent years building an installed base of industrial automation customers. Every one of those accounts represents aftermarket service, parts, upgrades and cross-sell potential — but most of it is invisible to the sales team because it lives in IFS, not in a CRM that sellers actually use.
The opportunity is not replacing IFS. It is adding a revenue intelligence layer — Dynamics 365 Sales, Dataverse and Copilot Studio — that surfaces the installed base, scores it for cross-sell and aftermarket propensity, and gives sellers a prioritized, AI-assisted list of accounts to act on this week.
The principle
Integrate, don't replace. IFS runs the business. D365 + Copilot grows it.
02 / WHAT WE KNOW VS. WHAT WE WOULD TEST
Verified facts and working hypotheses.
Every claim in this proposal is labeled. We separate what is verifiable from what we would validate during the pilot.
Verified fact
GED operates in industrial automation. IFS is a recognized ERP platform used by industrial and manufacturing companies. Microsoft Dynamics 365, Dataverse and Copilot Studio are commercially available Microsoft products.
Verified fact
Jason Wickman brings 25+ years in CRM consulting and Microsoft field experience, including 12 years at Microsoft, and has built a Microsoft account intelligence platform for cross-sell and aftermarket discovery.
Working hypothesis
GED's installed base contains significant untapped aftermarket and cross-sell revenue that CRM and AI can quantify, prioritize and activate through seller workflows.
Working hypothesis
D365 + Dataverse + Copilot Studio can integrate with IFS to surface installed-base data without replacing the ERP, delivering revenue impact in weeks rather than the quarters an ERP migration would require.
Verified facts are based on public information and Jason's documented background. Working hypotheses would be validated during discovery and the 30-60-90 pilot. No confidential GED data is referenced in this proposal.
03 / 15 INDUSTRY CRM USE CASES, PRIORITIZED
Fifteen use cases.
Ranked by impact.
A prioritized CRM and AI use-case library for industrial automation — each one configured to GED's IFS environment, installed base and sales motion. Priority reflects estimated value, feasibility and time-to-impact.
02
Cross-sell opportunity scoring
Score accounts for adjacent product fit using CRM + ERP data.
High priority03
Account intelligence dashboard
Unified view of account health, pipeline and service history.
High priority04
Propensity-to-churn model
AI model flagging at-risk accounts before renewal.
High priority05
Aftermarket service routing
Automate service case routing and parts ordering from CRM.
High priority06
Quote-to-order automation
Copilot-assisted quoting from IFS product data in D365.
Medium priority07
Territory & account planning
AI-suggested account prioritization for sales reps.
Medium priority08
Lead capture + qualification
Automated capture, scoring and routing of inbound leads.
Medium priority09
Customer 360 on Dataverse
Unified customer record across sales, service and ERP.
Medium priority10
Copilot Studio sales assistant
Conversational AI for reps to query accounts and IFS data.
Medium priority11
Aftermarket revenue forecasting
Predict aftermarket revenue from installed-base age and mix.
Medium priority12
Contract renewal automation
Automated renewal reminders and opportunity creation.
Medium priority13
Field service scheduling
AI-assisted scheduling for service and aftermarket visits.
Foundational14
Parts inventory intelligence
Surface parts demand from CRM service cases to IFS.
Foundational15
Executive revenue scorecard
Automated weekly scorecard: pipeline, aftermarket, attach.
FoundationalPriority assignments are Agilidy's proposed starting point based on industrial automation patterns. Actual priority would be validated against GED's commercial data, IFS configuration and sales process during discovery.
04 / THE ARCHITECTURE
IFS stays.
D365 + Copilot grows on top.
Three layers. The ERP runs the business. The CRM and data layer unifies the customer view. The AI layer makes sellers faster and smarter. No rip-and-replace.
AI LAYER
Copilot Studio
Conversational AI for sales, service and aftermarket.
- Sales assistant for account queries
- Service case summarization
- Aftermarket play recommendations
- IFS data lookup via Copilot
CRM + DATA LAYER
Dynamics 365 Sales + Dataverse
Unified CRM and customer data platform.
- Account intelligence dashboard
- Cross-sell opportunity scoring
- Installed-base prioritization
- Pipeline and aftermarket tracking
ERP LAYER (EXISTING)
IFS
Stays in place. Integrated, not replaced.
- Product and pricing data
- Order and inventory data
- Service and work-order data
- Financial and customer master
Architecture is a proposed pattern. IFS integration depth, Dataverse schema and Copilot Studio scope are defined during discovery. No GED system architecture is assumed or referenced.
05 / A HYPOTHETICAL INTERACTIVE EXAMPLE
What could AI find
in GED's installed base?
Adjust the sliders to see how account intelligence could prioritize the installed base for aftermarket, cross-sell or churn prevention. This is a hypothetical illustration — not a GED forecast.
Installed-base intelligence simulator
AI prioritizes which installed-base accounts are most likely to buy service, parts or upgrades.
Installed-base accounts1,200
Currently active (12%)144
AI-prioritized target accounts26
Average deal size$25,000
Potential incremental revenue$650,000
Hypothetical illustration. Active rate × AI uplift % × average deal size. Uplift percentages (aftermarket 18%, cross-sell 12%, churn 8%) are illustrative assumptions, not GED-specific or industry-benchmarked. Actual results depend on installed-base quality, data completeness, IFS integration depth and sales execution.
EXAMPLE / CUSTOMER 360 + COPILOT SALES AGENT
Meet Jackie.
Meet the Copilot agent
that works beside her.
Jackie Morrison is a senior account executive at Norfield. Her Teams Copilot agent watches her accounts 24/7 — proactively alerting her to opportunities, drafting personalized outreach, and tracking follow-through so nothing slips. See the full Customer 360 experience for Great Lakes Windows & Doors: $8.4M revenue, 42% share of wallet, $11.6M whitespace, GED/Norfield/Rethceif opportunity propensity, a 30-60-90 day account plan, and the Copilot agent in action.
Illustrative mockup. Hypothetical account name, revenue, share-of-wallet, whitespace, propensity scores, Copilot alerts and outreach drafts. Not real customer data. No GED, Norfield, Rethceif or MSouth confidential information is referenced.
Jackie Morrison
Senior Account Executive · Norfield
Great Lakes Windows & Doors
Building Products · Industrial · 340 employees
$8.4M
Annual revenue
42%
Share of wallet
$11.6M
Whitespace opportunity
Share of Wallet
Where Great Lakes spends across Norfield, GED, Rethceif and other suppliers
Our ecosystem (Norfield + GED + Rethceif)82%
Whitespace Opportunity
Estimated untapped annual revenue from products this account does not yet buy direct
$11.6M
estimated annual whitespace
- GED automation controller upgrade — $3.2M
- Norfield aftermarket service expansion — $2.8M
- Rethceif direct-supply conversion — $5.6M
Opportunity Propensity
AI-predicted likelihood of engagement within 90 days, by brand
GED
Automation controller upgrade
Installed controllers nearing end-of-life; recent service activity on legacy parts.
87
$3.2M
High
Norfield
Aftermarket service contract
Service contract expires in 60 days; 94% renewal rate for accounts with Copilot touch.
91
$2.8M
High
Rethceif
Precision components cross-sell
Account buys Rethceif from distributor; direct relationship untested but fit is strong.
64
$5.6M
Medium
30-60-90 Day Account Action Plan
0–30 days
Lock the renewal, open the upgrade
- Renew Norfield aftermarket service contract before expiry
- Schedule discovery call on GED controller upgrade
- Copilot drafts personalized renewal email + meeting prep brief
31–60 days
Cross-sell motion, build the case
- Deliver GED controller ROI comparison vs. legacy parts
- Pilot Rethceif direct-supply sample order
- Copilot tracks rep follow-ups and escalates stalled deals
61–90 days
Close, expand, document
- Close GED upgrade + Norfield renewal as bundled package
- Expand Rethceif cross-sell to second product line
- Document the play for portfolio-wide rollout
Teams Copilot Agent Proactively monitoring Great Lakes Windows & Doors
The Copilot agent watches account signals 24/7 — alerting Jackie to opportunities, drafting personalized outreach, and tracking follow-through so nothing slips.
Norfield service contract for Great Lakes Windows & Doors expires in 60 days. Renewal propensity: High (91%).
Great Lakes has not ordered GED spare parts in 94 days. Aftermarket opportunity flagged — $3.2M estimated.
Rethceif cross-sell: Great Lakes buys $5.6M/yr from distributor. Direct-supply margin uplift estimated at 18%.
This mockup illustrates the kind of account intelligence and AI-agent experience a D365 + Dataverse + Copilot Studio layer could deliver on top of an existing ERP. Account name, revenue, share-of-wallet, whitespace, propensity scores, Copilot alerts, drafted emails and accountability tasks are entirely hypothetical. No real customer, GED, Norfield, Rethceif or MSouth data is used or implied.
06 / THE 30-60-90 PILOT
Thirty days to foundation.
Ninety days to proof.
Assess. Prioritize. Stand up the foundation.
Deliverables: commercial baseline + prioritized use-case backlog + D365/Dataverse foundation + IFS integration plan. Gate: agree the pilot scope and success measures.
- Personally assess GED commercial data, IFS environment, installed base, sales process and aftermarket motion; agree the baseline.
- Prioritize the 15 CRM use cases against GED reality; select the top 5 for the pilot based on value, feasibility and time-to-impact.
- Stand up D365 Sales + Dataverse foundation integrated with IFS — read-only first, then bidirectional where it creates value.
- Configure the account intelligence dashboard and the installed-base aftermarket prioritization model.
The weekly scorecard
Installed-base coverage · AI-prioritized accounts acted on · Aftermarket attach rate · Cross-sell pipeline · CRM adoption · Copilot assistant usage · Pipeline movement vs. baseline
Proposed delivery scope. Revenue targets are agreed after baseline discovery. Pilot results are reported as verified outcomes, separate from projected impact.07 / WHY JASON
Personally led.
Business first.
Hands-on execution.
I'm Jason Wickman, founder of Agilidy. I bring 25+ years at the intersection of customer strategy, revenue and Microsoft technology, including 12 years at Microsoft and experience building a CRM business that was acquired.
I have built a Microsoft account intelligence platform to support account research, cross-sell discovery and targeted engagement. For GED, I would apply that asset to the installed base, configure the 15-use-case library against IFS, and personally lead the pilot alongside the sales and service teams.
I work with a handful of clients, personally leading the work. The engagement can expand or transition to a permanent hire with a documented handoff.
More about Jason08 / THE PROPOSED FRACTIONAL ENGAGEMENT
Fractional CRM + AI Lead
for Industrial Revenue Intelligence
An initial 90-day pilot to stand up the D365 + Dataverse + Copilot Studio foundation on IFS, deliver the first five AI use cases, and prove aftermarket and cross-sell impact against a measured baseline.
Commercial terms and capacity agreed after discovery. Fractional or contract-to-hire structure available by mutual agreement. This is a draft proposal; no engagement has been agreed.
What I would own
CRM + AI strategy, use-case prioritization, D365/Dataverse/Copilot Studio configuration, IFS integration design, account intelligence, cross-sell and aftermarket play design, pilot delivery, executive reporting and handoff.
What we would coordinate
GED sales and service leaders own their teams; IT owns IFS and infrastructure; product owns the roadmap. Microsoft partner and specialist resources are scoped where needed.