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.
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.
Define contact records and customer profiles based on specific criteria.
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.
Create and assign tasks in either Outlook or Microsoft Dynamics NAV. Use automated reminders and alerts to complete tasks on time.
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.
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.
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.