Sell More, Smarter
Customer Relationship Management from Business Central
Managing the relationship with your customers is more than just keeping a database of your contacts. Microsoft Dynamics® 365 Business Central has a full CRM module that allows you to get true insight into your sales and marketing activities whilst helping your staff to improve the work that they do. Create full sales processes with opportunity management and improve marketing efficiency with integrated sales and marketing statistics.
Business Central Sales Tools
Quote to Cash
Reduce the workload required for selling with integrated quoting with your contacts and inventory from Microsoft Dynamics® 365 Business Central and complete Outlook integration.
- Create and send Quotes within seconds from Outlook
- Easy pricing with price breaks and customer pricing
- Add contact details based on email messages
Business Central helps you to prioritise sales leads based on revenue potential and deliver value at every touch point. Guide your sales staff with structured opportunity cycles and report on the sales pipeline.
As a Manager, you will be able to act quickly by managing quote requests and processing payments, all within Outlook, without being restricted to the office.
The best way of getting the most out of your sales team is a structured approach. Manage your sales leads "opportunities" with specific sales cycles for different product types, market sectors or customer classifications. Through actual figures, measure what processes work best, improve your responses and get an opportunity timeline for potential future business.
Manage your time and monitor workloads with "to-dos". Automatically create to-dos using your opportunity cycles, see what work is overdue and record interactions based on work that you are doing.
Easy to create and use charts allow you to slice and dice your data, so that you can see a true reflection of performance in a way that suits your business. Display charts with live data in your role centre so that you always have the information that you need to hand.
Segment Your Contacts
Create a segment of your contacts based on the data in your system, whether it is sales performance, market sector or geographic location, you are able to filter your contacts in many ways allowing you to truly target your marketing campaigns.
Set up marketing campaigns with a structured process, which can be linked with segments, discounts and offers as well as sales performance.
Measure Your Success
Using links between data in your integrated ERP, create reports and charts on both costs and successes of marketing campaigns.
Part of an Integrated System
Microsoft Dynamics 365 Business Central is part of an integrated system that allows a company to manage every area of the business. Through integrated systems you can get insights from around the business, helping you to make smarter sales and business led decisions.
I find their approach to our relationship very professional whilst being refreshingly realistic. We now consider them to be part of our teamLee Crowhurst, Technical Director