Dynamics 365 Business Central is highly flexible and easy to cooperate with Dynamics 365 for Sales. You just need to follow some simple steps to synchronize data concerning units of measure, sales orders, item availability and currencies.
A CRM system helps you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data. CRM solutions increase your profitability by streamlining administrative processes in your sales, marketing, and service divisions, and by letting you focus on building and maintaining the customer relationships that matter.
A strong CRM solution is a multifaceted platform where everything crucial to developing, improving, and retaining your customer relationships is stored. Without the support of an integrated CRM solution, you may miss growth opportunities and lose revenue because you’re not optimizing your operating processes or making the most of your customer relationships or sales leads.
Contacts are used as master data in customer relationship management and encompass personal and company information, based on which marketing related activities are initiated. The functionality is used to record quotes for contacts, manage duplicate contacts and synchronize contacts with customers and vendors.
In Dynamics 365 Business Central, segments are groups of contacts that are assigned in compliance with specified criteria. The solution facilitates contact segmentation. Users have the ability to create segments based on types of collected data, as well as record segmentation criteria and reuse them for various marketing campaigns.
With the relational management functionality available in Dynamics 365 Business Central, users can track sales opportunities, classify sales activities into different stages and manage sales opportunities based on unified data. The solution provides tools that enable them to link sales quotes directly to opportunities and effectively manage sales channels and your customer journey.
Marketing campaigns are planned and carried out based on segments set up for contacts and involve a number of customer-centric activities, such as preparing catalogs, launching promotions and special offers and arranging marketing events. Contact responses to campaigns can be registered as interactions.
Apart from contact support features, the relationship management functionality empowers users to track interactions (phone calls, invites and emails) and documents (sales quotes, orders, reminders, invoices and many others).
Dynamics 365 Business Central is highly flexible and easy to cooperate with Dynamics 365 for Sales. You just need to follow some simple steps to synchronize data concerning units of measure, sales orders, item availability and currencies.
Project Management