Navisiontech Go-To-Market Playbook

A Strategic Go-To-Market Plan

This playbook outlines a strategic, multi-channel approach to demand generation. It demonstrates a clear, data-driven path from lead generation to new revenue, leveraging targeted outreach and a modern tech stack to produce predictable, scalable results.

The Strategic Foundation

Defining our target and value proposition is the critical first step.

Ideal Customer Profile

Companies in retail, eCommerce, and wholesale that use Microsoft Dynamics 365 BC.

Key Persona

Decision-makers and influencers, including CIOs, Heads of Ops, and Finance Directors.

Core Pain Points

Struggling to unlock full ROI from their ERP due to outdated workflows and fragmented tools.

Value Proposition

We help companies get more out of their Dynamics 365 BC implementation with AI automations and customizations.

Projected Campaign Funnel

A data-driven forecast of the monthly cold email campaign performance.

Monthly Revenue

$48,000

Monthly Cost

$544

Booked Meetings

112

New Customers

Note: Monthly revenue is based on a projected 16 closes with a $3K average deal size.

Monthly Cost Breakdown

Outreach Sequences & Tactics

Crafted messages for email and LinkedIn designed to build curiosity and relationships.

Step 1: The Trigger Email

Subject: Unlock ROI from your ERP with AI automation

Hey {{first_name}},

Noticed {{company_name}} is scaling in the {{industry}} space. Many growing teams using Dynamics 365 Business Central struggle to unlock full ROI — especially with outdated workflows or fragmented tools.

Our clients in retail & wholesale have increased ops efficiency by 25%+ by automating workflows with Business Central customizations and AI add-ons.

Would it be a bad idea to show you how we’ve done it?

Step 2: The Value Add

Subject: Quick use case: Business Central + AI

Thought I’d share a quick example:

One client in retail automated 70% of their manual invoice reconciliation with a Business Central extension — saving 12+ hours/week for their accounting team.

If you’re open to seeing how this works, I can send over a few examples or book a quick call.

Let me know,

Step 3: The Breakup

Subject: Should I close your file?

Hi {{first_name}},

Haven’t heard back — totally fine if now’s not the right time.

Just wanted to check in before I close this out. If improving how you use Dynamics 365 BC is on the radar later this quarter, I’d be happy to reconnect.

Best,

Step 1: Soft Connect Message

Context: Connection Request

Hey {{first_name}},

Came across your profile while researching ERP leaders in {{industry}}. We help companies get more out of Dynamics 365 BC with AI automations.

Thought it’d be great to connect and share ideas.

Step 2: Problem Peek

Context: Day 2 after connection

Appreciate the connect, {{first_name}}.

A lot of teams using Dynamics BC hit limits when workflows get too manual or data gets siloed. Out of curiosity — are you currently working on streamlining anything like that?

Step 3: Light CTA

Context: Day 4 after connection

If helpful, happy to share a short use case deck or walk through how we’re approaching this.

No pitch — just insights from other {{industry}} teams using BC.

Multi-Threading Strategy

Once an initial lead replies, we'll multi-thread into other roles to expand influence and build consensus.

CIO / VP of IT Head of Ops / Finance Director ERP Admin Dynamics 365 BC Superusers

Next Steps & Execution Plan

This playbook is designed to be a living document for the NavisionTech outbound team. To get started, the first step is to set up and validate the technology stack and data sources.

Phase 1: Setup

Onboard team to Instantly.ai and Prosp.ai.
Configure n8n for lead scraping automation.
Purchase and warm up mailboxes and domains.

Phase 2: Launch

Scrape first 10,000 leads and clean the list.
Launch cold email campaign with Step 1 message.
Begin LinkedIn outreach with soft connect messages.

Phase 3: Optimize

Track key metrics (open rate, reply rate, show-up rate).
A/B test subject lines and copy.
Integrate CRM to track deal flow and ROI.