Sales and Marketing for Microsoft Navision®
Gives you complete and accurate information to focus your interactions on preferred segments
Key Benefits:
- Improve the success of your CRM efforts
- Make well-informed decisions about customers
- Customize the solution to fit your processes
Demo Available
-
"Create
Personalized Campaigns"
Learn how you can create personalized campaign segments and distribute
them efficiently using Microsoft Word's "mail merge" feature.
Approx. 5 mins.
Demo Available
-
"Integrate
with Microsoft Outlook"
See how you can synchronize Microsoft Navision contact, task, meeting,
and e-mail information with Microsoft Office Outlook.
Approx. 5
mins
Key Features |
Description |
|
Contact Management |
§ Maintain an overview of your contacts companies and contact persons § Duplicate check automatically alerts you if you enter contact information that already exists § Categorize your contacts based on profiling questions § Personalize your approach to your contacts |
|
Contact Classification |
§ Classify your contacts into different categories, and tailor your marketing messages to suit the individual needs of the customer § Automatically group your contacts into different classes based on criteria specified by you, for example, group contacts in terms of revenue § Rate your contacts based on weights of two questions to identify the value of a third question |
|
Campaign Management |
§ Organize campaigns based on segments that you have created § Segment your contacts based on specific criteria, such as, sales, contact profiles and interactions § Reuse existing segments, for example, specify whether or not these segments are to be updated every time new information on the contact is entered, or ‘freeze’ the group for follow-up activities, such as direct mailing § Make use of multilanguage templates to target contacts in different languages § Mail merge the identified segment with a Microsoft Word document |
|
Opportunity Management |
§ Keep track of sales opportunities § Section your sales process into different stages § Maintain an overview of opportunities in your sales pipeline |
|
Task Management |
§ Organize your marketing and sales tasks § Create to-do lists for yourself § Assign tasks to other users or teams of users recorded in the program § Create an activity composed of several to-dos § Create internal to-dos without a contact |
|
Document Management & Interaction Log |
§ Log the interactions that you have with your contacts, such as a telephone call, a meeting or a letter. If an interaction contains a document, you can save it under the relevant contact and keep track of the document in question § Record interactions performed in other application areas, including documents send to your contacts § Call a contact simply by clicking the button on the contact card and using TAPI (Telephony Application Programming Interface) compliant telecom devices |
|
Contact Search |
§ Search for all information related to a contact, such as an opportunity, an address or a comment § Misspell the contact name and you still retrieve information as fuzzy logic functionality is available |
|
E-Mail Logging for Microsoft Exchange |
§ Log all your e-mail correspondence – inbound or outbound § Log your e-mails sent through Navision or sent through Microsoft Outlook § Server-based solution to keep your e-mails in their natural environment |
|
Outlook Client Integration |
§ Synchronize your to-dos and contacts in Navision with meetings, tasks and contacts in Microsoft Outlook. You can decide not to synchronize some to-do categories, for example holidays or private appointments. § Receive a notification e-mail in Outlook to inform you that you were assigned a new to-do. § Create, update, cancel and delete records in one program and the other program is automatically updated § Gain access to contact information when you are working offline § Update your information through a batch job when you are online again |