Sales and Marketing on Microsoft Axapta®

Sales and Marketing is a Customer Relationship Management (CRM) solution that helps you maximize benefits from all of your business relationships.

Key Benefits:

  • Helps increase sales and revenue
  • Ensures consistent customer service
  • Optimizes sales and marketing activities

Demo Available - "Sales Management" See how easy it is to set up sales teams and get a quick overview of their performance. Approx. 1 min.
 

Download Fact Sheet
 

Key Features

Description

Easy to use

§  Intuitive layout and structure

§  User-adjustable menu

§  Copy and paste to and from Microsoft Axapta included in Windows commands

§  Advanced sorting and filter options

§  Built-in user Help including an integrated manual

§  Options to e-mail, fax and phone directly from Axapta

§  Application can be run in different languages

§  Highly adaptable in order to fulfill specific needs of almost any type of company

ALL-in-one solution

§  One business logic, one database, one set of tools and one source code

§  Front office and back office function as a single, unified system

§  Access to detailed customer information throughout the organization

Sales Force Automation

§  Manage all aspects of business relationships, including customers, vendors, leads, partners, members, subscribers, etc.

§  Provides instant overview of all financial or logistic information

§  Retain customer information for new employees

§  Analyze actual sales against budgets

§  Evaluate a given activity with a customer against the profitability of that customer

§  Give your entire organization access to customer information

§  Forecast and plan future revenue

§  Forecast and plan future production based on anticipated sales

§  Communicate with groups of business relations through any type of mass-generated communication

Sales Management

§  Monitor and manage the activities and performance of employees

§  Generate graphs or reports from sales activities

§  Analyze and report on sales, quotations and all other sales activities

§  Perform opportunity management, pipeline analysis, and measure sales forecasts against sales targets

§  Budget future activities based on up-to-the-minute information

Marketing Automation

§  Create marketing campaigns for any group of business relations dependent on any form of registered information in Microsoft Axapta

§  Organize your campaign administration and distribution

§  Link campaigns and questionnaires, projects and Web responses

§  Automatic creation of follow-up activities with synchronization to Microsoft Outlook

§  Monitor ROI by linking the campaign to a project

§  Broadcast the campaign via e-mail, Internet, fax, letter and/or call lists

Document Management

§  A common document repository where documents are stored and linked

§  View a complete record of contacts, sales orders and quotations for all business relationships

§  Track and log documents, including e-mails, SMS messages, and phone calls

§  Store all collateral in one place

§  Access to documents over the Internet

Telemarketing / Telesales

§  Daily activities are automatically mapped out

§  Calls lists are generated, telephones dial automatically, and call details are logged

§  Calls that were not initially successful are identified so that a second attempt can be made

§  Call scripts are generated using the questionnaire functionality

§  Results from questionnaires are analyzed

E-mail and SMS Integration

§  Send emails or notes to employees in the field from within Microsoft Axapta

§  Urgent messages are received by your sales force almost instantly

§  Time and money can be saved on front-office communication processes

Questionnaires

§  Design and generate questionnaires for use in marketing campaigns

§  Map responses to knowledge about customers for future planning

§  Execution is simplified by Web-based functionality

§  Respondents to a questionnaire are automatically created as users

§  Respondents’ user ID is automatically logged into the system

§  Questionnaires can be grouped by type

§  Dependencies between questions in questionnaire are identified