Microsoft Dynamics NAV

Customer Relationship Management (CRM)

Fact Sheet Customer Relationship Management

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CUSTOMER RELATIONSHIP MANAGEMENT

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 DynamicsTM 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.

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 an 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 ServerTM 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.