Sales Force Automation on Microsoft Axapta®

Helps you manage your customer relations more effectively, giving you the insight to help identify your customers’ needs and make optimal sales and marketing decisions.

Key Benefits:

  • Increase sales force productivity and effectiveness
  • Easily identify and seize sales opportunities
  • Company-wide overview of all customer and prospect-related activities

Demo Available - "Marketing Automation" See why Microsoft Axapta makes it easier to design, market, and administer marketing campaigns. Approx. 1 min.
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 menus, forms and reports

§  User-adjustable layout of main tables and journals

§  Windows commands including ‘copy and paste’ to and from Axapta

§  Advanced sorting and filter options

§  Built-in user Help, including an integrated manual

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

§  Application can be run in different languages

§  Microsoft Office integration

Sales Force Automation Overview

§  One window containing business relationships of multiple types

§  Easy access to related information such as sales orders, quotations, projects, activities, mailings and documents for a given business relation/contact person

§  Overview of financial key figures for each business relationship

§  Quotations closely integrated to sales orders and master planning

§  Automated processes

§  Generate mass mailing campaigns based on database selections

§  Detailed sales process for easy tracking and follow-up of opportunities and results

Contact Management Overview

§  Contact management for customers, vendors, prospects and other business relationships

§  Activity management, appointments and tasks synchronization with Microsoft Outlook

§  Drag and drop files, documents and e-mails from Windows Explorer and Microsoft Outlook into the Microsoft Axapta document system

§  Transaction logging on selected tables

§  Import business relationships with contact persons

§  Computer telephone integration using TAPI

§  Send e-mail and SMS messages to individuals or groups

§  Generate mailings based on database selections