Prioritize leads based on their earning potential. Keep track of customer interactions throughout the sales cycle and seek advice on the best upsell, cross-sell, and renewal opportunities.
Flexible pricing and discount systems for individual customers and customer groups can help you boost revenue while improving customer service.
Using the sales order and blanket sales order procedures, keep track of contracts. On a timely basis, provide clients with price, discounts, delivery dates, product availability, and fulfillment status.
You won't be surprised by a fee because all implementations are fixed-price. We've spent the last two decades honing a speedy deployment and training technique that's tailored to your specific procedures.
Keep track of your contacts and tailor your approach to each one. Keep track of all business partnerships' contact information, as well as the persons that are involved with each one. If you submit duplicate contact information, you will be notified.
Reuse existing segments and organize campaigns for segments of your contacts that you establish based on reusable criteria, such as sales, contact profiles, and interactions.
Keep track of your interactions with your contacts, such as phone calls, meetings, and letters, and attach documents like Word, Excel, or TXT files. Other exchanges will be automatically recorded.
Keep track of all email communications sent using Business Central or Microsoft Outlook®, both inbound and outgoing. Manual or automatic logging is possible. To maintain email messages in their native environment and for simplicity of use, use a server-based solution with Microsoft Exchange Server.
Keep track of potential sales. To keep track of and manage your sales possibilities, divide your sales procedures into stages.
Integrating Business Central and Sales helps users to make better-informed decisions without switching products, resulting in a more efficient lead-to-cash process.
Manage the procedures for sales quotations, blanket sales orders, and sales orders. Make partial shipments, ship and invoice individually, utilize quotations and blanket orders, and create prepayment invoices for the sales order.
Manage variable item pricing and discount structures that distinguish between specific client agreements and customer groups and are influenced by characteristics like minimum quantity.
To provide unique pricing and discounts to consumers and contacts in campaign segments, link sales prices and sales line discounts to sales campaigns. Periods during which prices are valid must be specified.
We provide a comprehensive set of services to fulfil your Microsoft Dynamics ERP, CRM, and other business solution needs.
To create creative business solutions, we use agile techniques and understand our clients' goals and concerns.
You can be certain that your business will always be up and running with the best post-implementation support available from our experts.
You can maintain current applications up to date and have new ones created with our Application Management Service (AMS)
Please Let us know what you are looking for and we'll be happy to connect with you