Marketing / CRM
Marketing / CRM
Unleash the full potential of your customer relationships with Microsoft Business Central's game-changing CRM Module. Seamlessly manage your sales pipeline, nurture leads, and deliver personalized experiences that drive customer loyalty. Empower your team with collaborative tools, automated workflows, and real-time data, maximizing productivity and customer satisfaction. From comprehensive contact management to seamless integration with marketing and service operations, our CRM Module is the key to unlocking unparalleled business growth. Elevate your customer engagement and transform your business with Microsoft Business Central's visionary CRM Module. Forge stronger connections and drive success today!
Contacts
In the area of customer relationship management, contacts are used as master data. Contacts comprise personal and company data that is a basis for marketing related activities. The functionality enables you to register quotes for contacts, synchronize contacts with customers and vendors, and manage duplicate contacts.
Segmentation
Segments are groups of contacts that are assigned according to specific criteria. Dynamics 365 Business Central supports contact segmentation, so you can create segments depending on types of information collected. Segmentation criteria can be saved and reused for different marketing campaigns.
Opportunity Management
In Dynamics 365 Business Central, the relational management functionality offers features sales opportunities tracking, classification of sales processes into different stages and mainlining information required to manage your sales opportunities. Sales quotes can be linked directly to opportunities. Managing your customer journey and sales pipeline are parts of the opportunity management process.
Campaigns
Campaigns involve a set of customer-oriented activities, from catalogs and special offers to organizing marketing events. You can organize campaigns based on segments that you define for contacts, and record contact responses to campaigns as interactions.
Interactions
In addition to contact maintenance, the relationship management functionality enables you to track interactions. Such interactions include phone calls, invites and emails, as well as documents like sales quotes, orders, reminders, invoices and many other documents used within Dynamics 365 Business Central.
Dynamics 365 for Sales integration
Dynamics 365 Business Central can be easily integrated with Dynamics 365 for Sales. In just a few steps, you can synchronize your data, including sales orders, units of measure, currencies and item availability.
In the area of customer relationship management, contacts are used as master data. Contacts comprise personal and company data that is a basis for marketing related activities. The functionality enables you to register quotes for contacts, synchronize contacts with customers and vendors, and manage duplicate contacts.
Segmentation
Segments are groups of contacts that are assigned according to specific criteria. Dynamics 365 Business Central supports contact segmentation, so you can create segments depending on types of information collected. Segmentation criteria can be saved and reused for different marketing campaigns.
Opportunity Management
In Dynamics 365 Business Central, the relational management functionality offers features sales opportunities tracking, classification of sales processes into different stages and mainlining information required to manage your sales opportunities. Sales quotes can be linked directly to opportunities. Managing your customer journey and sales pipeline are parts of the opportunity management process.
Campaigns
Campaigns involve a set of customer-oriented activities, from catalogs and special offers to organizing marketing events. You can organize campaigns based on segments that you define for contacts, and record contact responses to campaigns as interactions.
Interactions
In addition to contact maintenance, the relationship management functionality enables you to track interactions. Such interactions include phone calls, invites and emails, as well as documents like sales quotes, orders, reminders, invoices and many other documents used within Dynamics 365 Business Central.
Dynamics 365 for Sales integration
Dynamics 365 Business Central can be easily integrated with Dynamics 365 for Sales. In just a few steps, you can synchronize your data, including sales orders, units of measure, currencies and item availability.