Dynamics NAV Marketing Management

Detailed contact management allows marketing and sales to pinpoint client specific relevant marketing. As sales personnel document valuable dates such as budget-making meetings and deadlines, marketing is provided with important decision-maker names and circumstances. This sort of business intelligence is an infrastructure for unique marketing and sales opportunities. Rich customer information and reporting capabilities enables marketing to address client specific needs. With access to sales campaign progress, marketing efforts can also directly support sales teams in their campaigns also.

E-mail Logging in Microsoft Exchange Server

Log all e-mail correspondence sent through Microsoft Exchange Server and Outlook to share with team members.

Customer Interaction Log and Document Management

Log all customer-related interactions, including meetings, correspondence, or activities performed in other application areas, and log calls manually using a wizard. Attach documents and other files to relevant records and track all files.

Contact Classification

Define contact records and customer profiles based on specific criteria.

Campaign Management

Identify specific segments or categories in your contact database, and t hen create targeted campaigns in the languages you choose. Use customizable templates and the Mail Merge feature in Microsoft Office Word to create and send personalize print or e-mail communications. Use contextualized reports to help measure campaign results.

Opportunity Management

Define and analyze specific customer and contact information to help take advantage of sales opportunities, monitor the sales pipeline, and track and structure the sales cycle.

Task Management

Create and assign tasks in either Outlook or Microsoft Dynamics NAV. Use automated reminders and alerts to complete tasks on time.

Contact Management

Maintain overviews and classifications for contact companies and individual contacts from within Outlook or Microsoft Dynamics NAV. Easily retrieve information related to a contact-such as an opportunity, an address, or a comment-using fuzzy logic search capabilities.

Outlook Integration

work productively when you can manage contacts, task and team information directly within Outlook. Take advantage of one-time data entry to create, update, cancel or delete records and custom forms in Outlook or Microsoft Dynamics NAV.

Business Intelligence

View and analyze sales and profitability trends and customizable sales reports, and share the information using Excel. Access relevant information and KPIs, including inventory quantities, order status, and financial information.