Managing clientele by fulfilling their evolving and ever-challenging demands is one of the most complex operations in the modern world. Whether it is a start-up or big giants, customer relationship management remains a challenge until and unless addressed diligently. Microsoft Dynamics 365 Business Central offers inventive relationship management features to revive communication, collaboration, and engagement with your clientele.
SPOTLIGHT
By leveraging the elemental capabilities of Business Central CRM, you can have access to complete and accurate information to improve your interactions on preferred customer or contact segments. It delivers a precise and opportune overview of contact information to serve prospective as well as existing customers.
Highlights of Customer Relationship Management in Business Central
Contacts
When it comes to customer relationship management, contacts are the master data. It represents people or companies you are connecting to and enables you to manage pieces of information required for effective marketing. With the deployment of Business Central, you can register quotes for contacts, synchronize contacts with customers and vendors, and manage duplicate contacts without a hitch.
Opportunity Management
By leveraging the core capabilities of Microsoft Dynamics 365 Business Central, customer relationship managers can keep track of sales opportunities and make the most of it. It enables you to section your sales processes into different levels and link sales quotes to opportunities without much hassle. With efficient Opportunity management offered by this Microsoft Cloud ERP, you can manage your customer journey and sales pipeline easily.
Campaign Management
Campaigns are considered one of the most strategic marketing activities to engage contacts and retain their interest for long. It includes sending out catalogs, promoting special offers, and organizing events. With this SaaS solution by Microsoft, you can segment your contacts and organize campaigns as per their preference. Also, it helps define and record contact responses to campaigns as interactions.
Interactions
With Business Central Customer Relationship Management, not only you can revive contacts management but keep track of the interactions with your contacts—all at a single instance. This extensively orchestrated cloud-native business management software solution enables customer relationship managers to track all kinds of interactions. These include phone calls, invites, emails, sales quotes, orders, reminders, invoices, and many other documents used within the business solution.
Office 365 Integration
Microsoft Dynamics 365 Business Central extends the flexibility to manage business interactions with customers and vendors, directly in Microsoft Outlook. Business Central Outlook comes with inventive add-ins that help you analyze financial data across customers and vendors. Also, you can create and send financial documents including quotes and invoices seamlessly.
Reap Your Business Advantages on Business Central Customer Relationship Management
- Power Apps, Flow, and Power BI integrates all tools and supports the collaboration of all products.
- Power BI offers advanced options for BI experts and is accessible to every end-user.
- Add-ons and customizations outside the standard product help ensure a faster implementation. Also, one can use the system in collaboration with other solutions, without too many customizations, as per their unique requirements.
- Upgrade to a new version incorporates changes into the new release without much hassle.
Above all, good sales and marketing practices are all about making the best decisions at the right time. For the most part, Business Central provides all those inventive capabilities, tools, and industry-leading practices to serve your clientele more efficiently and increase customer satisfaction. Moreover, it is an industry best practice to employ the help of someone with the skill and experience to help you navigate the intricacies of both a cloud-based ERP and CRM.
Here, a certified reseller of Business Central License in India can help you upgrade to Business Central and use it for steering unrivaled customer relationship management. Offer cloud computing solutions for more than a decade, inoday effectively manages all the aspects of customer relationship management and is adept at aggrandizing business transformation.
Being an Accredited Business Central Partner, we are adept at tailoring reports to meet individual customer requirements. Additionally, we have won many accolades for our exemplary services, particularly for assisting in maintaining business continuity during the COVID-19 pandemic lockdown.
Also, we are extending our assistance across comprehending upgrade to Business Central from NAV and dedicatedly delivering technology enhancements across all business verticals to help steer lucrative outcomes. You can connect with us to make the most of this opportunity and lead the competitive edge as you want to.
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