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Customers expect great service, and you can’t afford to disappoint them.

Microsoft Dynamics NAV Customer Relationship Management (CRM) helps you get the most out of your customer relationships with complete up-to-date information. It is one strategy you can use to improve the level of service you provide to your customer. CRM synchronizes with Microsoft Outlook® and integrates with other business applications.

Its fully integrated Sales and Customer Service modules enable employees to share information, improve sales success and deliver consistent, efficient customer service. With these modules, it is designed to help you streamline all facets of customer relations from sales contracts to inventory management. In addition, you can manage information from non-customer contacts such as suppliers, vendors, partners, competitors, etc.

There is no opportunity like the right opportunity! The key to successful opportunity management is having the ability to execute strong marketing campaigns, smoothly pass leads to sales, work opportunities through to product/service configuration, and ultimately win the business. With the many CRM features and capabilities, you are able to maintain a tracking of all contacts, sales and services from the initial call to the final handshake.

Features & Functionalities

  • Automated Incident management 
  • Campaign Management
  • Contact Classification
  • Contact Management
  • Contact Search
  • Document Management & Interaction
  • E-Mail Logging for Microsoft Exchange
  • Interaction Log
  • Lead Management
  • Opportunity Management
  • Outlook Client Integration
  • Task Management Key Capabilities
  • Ability to provide quick answers and efficient service
  • Gives complete view of customer history
  • In-depth as needed, history of each customer along with:
    • notes 
    • quotes 
    • orders 
    • sales 
    • any other information you feel is essential to the account
  • Knowledge-base and reporting tools for accurate forecasting and measurement of business activity and sales people performance 
  • Organizing and accessing customer information is easy and less time consuming

Navision CRM Sales

Download fact sheets - PDF format

 

Navision CRM Services  

Download fact sheet - PDF format

 

 
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