7. Sales and Service Management
Often one of the biggest challenges businesses face with prospecting and customer management, is that their CRM (customer relationship management) software is a separate application to their order management, invoicing, stock and finance systems. This can result in the need to re-key data between systems, usually alongside extensive reporting to make sure that no information has been missed between various software applications, and the frustration of users who can’t see the complete customer journey.
We help our clients develop integrated CRM and sales solutions covering not only the software integration, but also the human aspects of workflows, reporting, sales behaviour and reporting.
Could we help you do the same for you? Or perhaps you’d just like to have a general chat about how well you feel technology is supporting you.
With Business Central you can go from quote to cash from within Outlook giving you the ability to;
- Interact with customers and vendors directly from Outlook to accelerate transactions and business decisions
- Promptly manage inquiries, service requests, or process payments to accelerate the sales cycle
- Get insights into customer history, previous discounts, and more without leaving Outlook
| Sales and marketing | Sales and delivery |
|---|---|
|
• Contact management • Campaign management • Interaction and document management • Email logging • Opportunity management • Dynamics 365 Sales integration |
• Sales invoicing • Sales order management • Sales line pricing and discounting • Campaign pricing • Sales invoice discounts • Alternative shipping addresses • Sales return order management • Bulk invoicing from Microsoft bookings |
If you think we might be able to help you streamline your supply chain management , or would just like to have a general chat about how well you feel technology is supporting you, please get in contact with us here
