Simply Dynamics

CRM

Microsoft’s customer relationship management (CRM) products drive sales productivity and marketing effectiveness through social insights, business intelligence and campaign management. They can be installed in the cloud, on-premises or even a hybrid combination.

 


What many Dynamics NAV customers don’t realise is that it comes with a comprehensive suite of CRM modules including:CRM Manager

  • Interaction Log phone calls, emails and meetings directly in the customer/prospect contact card. This data is visible to your colleagues so that they are more informed when talking to clients
  • Outlook integration Easily integrate Dynamics NAV with Outlook and Microsoft Exchange communication. Emails, tasks and meetings associated with your contacts are automatically stored against their NAV record
  • Opportunity and pipeline management Track your sales funnel all the way from initial opportunity right up to closing the order using NAV’s pipeline management tools
  • Marketing campaigns Reach a larger audience using campaigns to sell more
  • Segmentation Campaigns can use segment filtering to create groups containing people with the same traits such as sex, age, date of birth
  • Contact management Store all customer and prospect information and contact profiles under one contact card

 

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