Dynamics NAV Solutions

CRM (Customer Relationship Management)
Fact Sheet
Online Demo

Conventional wisdom says that holding on to an existing customer is cheaper than attracting a new one. If you don't keep your customers 100% satisfied, you risk losing their business. The CRM module helps you provide superior service during every customer interaction with easy access to real-time information. Everyone in your company can become a customer service expert. As a result, your customers enjoy a better level of service. Most companies are also looking to CRM tools for a marketing and sales edge.

The Microsoft Dynamics NAV CRM module is designed to help you streamline all facets of relationship management from sales force automation to campaign management.

The Microsoft Dynamics NAV CRM allows you to:

• Personalize your approach to your contacts
• Improve customer satisfaction
• Manage marketing campaigns
• Keep track of your sales pipeline
• Integrate with Microsoft Outlook Calendar, Contacts, and Tasks
• Automatically log customer interactions including e-mail

When you have accurate information on all your contacts, you can make better decisions about them. The CRM module makes it easy for you to see which accounts need your immediate attention. You have easy access to information about previous sales and future opportunities with each contact. Your contact and receivables information is always accurate, helping you to make strategic decisions promptly.

Once you have a clear overview of your contacts, you can analyze future demand and plan accordingly. The CRM module enables you to segment your contact database, helping you to plan effective campaigns as well as one-to-one marketing. It also gives you the means to measure the results of your campaigns.

Outlook Integration
The CRM module also offers direct integration with Microsoft Outlook. By Integrating with Outlook, users gain more efficient real-time information workflow and eliminate redundancy between the two systems. When fully integrated, the calendar, reminder, planning and scheduling, as well as task management, are simultaneously updated in both systems.

For example, you can schedule a meeting in Outlook and have the meeting automatically updated in the Dynamics NAV CRM module. And when the meeting is completed, the follow-up activity registered in the Dynamics NAV CRM can be synchronized with your Outlook task list.

In addition, this functionality enables you to take advantage of the offline accessibility available in Office, ensuring that you always have access to your contact information, whether it is entered in Attain or Outlook.

Microsoft Exchange E-Mail Logging
In addition to taking advantage of Outlook's meeting and scheduling functionality, the CRM module also integrates directly Outlook's e-mail capabilities. When using this functionality, you can share both inbound and outbound e-mails to and from clients with any designated employees, regardless of whether the e-mails were directed to a specific person. You can log e-mails sent from both Dynamics NAV and Outlook, and you can even decide whether to log them automatically or manually. This gives you all the flexibility you need to choose the right settings for your business processes.

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