|
|
|
Drive successful sales and marketing activities with familiar, innovative tools.
Create targeted campaigns by identifying specific segments based on your contact data.
Benefits:
- Stay connected and gain mobility. Create and manage detailed contact information and relevant activities directly within Microsoft Office Outlook®—in the office, on the road, or while working offline—and then synchronize information with Microsoft Dynamics NAV.
- Keep customer information at your fingertips. Maintain and overview of your contacts, define individual customer profiles, and easily access specific contact information.
- Transform information into opportunity. Identify opportunities and structure and track sales cycles with rich customer information management and reporting capabilities.
- Analyze performance using powerful reporting tools. Take advantage of Microsoft Office Excel® and Microsoft SQL Server™ Reporting Services to run contextualized sales reports.
- Help unify sales efforts. Share calendar information and activities, to-do lists, relevant documents, and task assignments with team members with Microsoft Windows® SharePoint® Services integration.
Equip people in your organization to efficiently manage contacts, opportunities, and campaigns while building customer relationships that help drive sales and encourage loyalty. Sales and Marketing in Microsoft Dynamics™ NAV can help you focus your energy on profitable prospects and customers by taking advantage of connected information and processes and rich integration with Microsoft® Office system programs.
Features:
- Outlook integration. Work more productively when you can manage contacts, tasks, and team information directly within Outlook. One-time data entry enables users to create, update, cancel, or delete records and custom forms in Outlook or Microsoft Dynamics NAV and then synchronize information for real-time accuracy.
- Contact management. Maintain overviews and classifications for contact companies and individual contacts from within Microsoft Dynamics NAV or Outlook. Define contact records and customer profiles based on specific criteria. Easily retrieve information related to a contact—such as an opportunity, an address, or a comment—using fuzzy logic search capabilities.
- Task management. Create and assign tasks in either Sales and Marketing or Outlook. Automated reminders and alerts help ensure tasks are completed on time.
- 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.
- Data synchronization. Automate bi-directional or uni-directional data synchronization across Microsoft Dynamics NAV and Outlook based on user preferences.
- Offline capabilities. Work offline in Outlook with a selected subset of Microsoft Dynamics NAV data and then perform batch synchronization at the next login.
- Campaign management. Identify specific segments or categories in your contact database, and then create targeted campaigns in the languages you choose. Customizable templates and the Microsoft Office Word Mail Merge feature make it easy to create and send personalized print or e-mail communications, while contextualized reports help you measure campaign results.
- Sales analysis. View and analyze sales and profitability trends with drill-down and inquiry capabilities, customizable sales reports, Excel-based analysis, and advanced reporting via SQL Server Reporting Services.
- Real-time information. Access relevant information from across Microsoft Dynamics NAV, including inventory quantities, order status, and financial information.
- Customer interaction log and document management. Log all customer-related interactions, including calls, meetings, correspondence, or activities performed in other application areas. Attach documents and other files to relevant records and track all files.
- E-mail logging in Microsoft Exchange Server. Log all e-mail correspondence sent to share with team members.
|
|
|