Skip to the content

Sales and Marketing (CRM)

Dynamics NAV Customer Relationship Management (CRM)

Managing the relationship with your customers is more than just keeping a database of your contacts. Dynamics NAV has a 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. 


Dynamics NAV Sales tools

Opportunity Management

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. 

To Dos

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.


Measured Marketing

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.

Campaign Management

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. 

How Can Microsoft Dynamics NAV Make Your Sales and Marketing Process More Efficient?

Microsoft Dynamics NAV Sales and Marketing functions can give people in your organisation access to accurate, up-to-date information and the tools to efficiently manage contacts, opportunities and campaigns. Everyone in your organisation can get the information they need to interact with customers in a profitable way and make smart decisions based on accurate information about every contact.

You can automate routine sales, marketing and customer-service tasks to make your work environment simpler and more efficient. The powerful tools included in Dynamics NAV support all areas of the marketing mix including:

  • Public Relations
  • Marketing Strategy
  • Direct Marketing and Mailshots
  • Customer Relationship Management
  • Marketing Campaign Management

Microsoft Dynamics NAV also helps you manage a broad range of other business areas according to your particular needs. You can add functionality as you need it and grow at your own pace. The enterprise resource planning system supports every initiative included within your current marketing plan whilst providing the flexibility to adapt and change as your marketing scope does.

Equip your employees with a set of tools to manage contacts, opportunities and campaigns efficiently while building customer relationships that help drive sales and encourage loyalty. Your company image will be proliferated with a variety of tailored features including company branded emails and invoices. This will enhance the professional appearance of your business and create a strong brand presence.

The people in your organisation are able to respond quickly to customer-service requests and use information from across your business to make profitable decisions about the costs, inventories, workloads and financial returns of your service operations.

Your business strategy and business plan, underpinned by your marketing initiatives, will be reinforced and your business will be on a successful path more quickly and with less effort involved and with less time expended.

For more information about Sales and Marketing solutions or to discuss anything regarding ERP, contact us.

Partner with the Experts

With over 250 years of combined experience in Microsoft business solutions, our team will help to get you up and running, as well as building a partnership that keeps you supported, all from our UK offices. 

From functionality and licensing to business strategy, we like your questions; contact our experienced team for open, honest and reliable advice so that we can find the answers.