Sales and marketing – efficient customer management solution with Dynamics 365 Business Central

The CRM system (Customer Relationship Management) in the Microsoft Dynamics 365 Business Central (formerly Dynamics NAV) ERP software assists you to automate numerous tasks in the sales and marketing sectors. You can use this CRM solution to manage your customer re­cords and sales histories, control your sales oppor­tunities, create marketing campaigns and track customer activity. The CRM system helps you to make informed deci­sions for a professional customer manage­ment. The close inte­gration with Microsoft Outlook is a great benefit here.

The features of the product are as follows:

  1. Deliver value at every touch point: Prioritize sales leads based on revenue potential. Keep track of all customer interactions and get guidance on best to upsell, cross-sell, and renewal opportunities throughout your sales cycle.
  2. Boost sales productivity: Accelerate the quote to cash process. Act quickly on sales-related inquiries, manage service requests, and process payments—all from within Outlook.
  3. Maximize profitability: Gain a comprehensive overview of your service tasks, workloads, and employee skills to effectively assign resources and accelerate case resolution.
  4. Contacts: Maintain an overview of your contacts and record your contact information for all business relationships.
  5. Campaigns: Organize campaigns based on segments of your contacts that you define.
  6. Opportunity Management: Keep track of sales opportunities, section your sales processes into different stages, and use this information to manage your sales opportunities.
  7. Dynamics 365 for Sales integration: Integrate with Dynamics 365 for Sales in a few easy steps to synchronize your data, including sales orders, item availability, units of measure, and currencies

 


Share Story :

SEARCH :

FOLLOW CLOUDFRONTS BLOG :

FOLLOW CLOUDFRONTS BLOG :

Enter your email address to follow this blog and receive notifications of new posts by email.

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close