sales, marketing & service management
drive sales and marketing with familiar and innovative tools

Additional
Features		 Business
Intelligence		 Collaboration Customer
Relations		 Financial
Human
Resources		 Manufacturing Project Management Sales &
Service		 Supply Chain

Equip people in your organization to efficiently manage contacts, opportunities, and campaigns while building customer relationships that help drive sales and encourage loyalty. Sales and Marketing in Microsoft Dynamics NAV can help you focus your energy on profitable prospects and customers by taking advantage of connected information and processes and rich integration with Microsoft Office system programs.

Sales and marketing tools

  • Outlook integration: Manage contacts, tasks, and team information directly within Outlook.
  • Contact management: Maintain overviews for contact companies and individual contacts.
  • Task management: Create and assign tasks and automate reminders and alerts.
  • Opportunity management: Define and analyze specific customer and contact information.
  • Data synchronization: Automate bi-directional or uni-directional data synchronization.
  • Offline capabilities: Work offline and then perform batch synchronization at the next login.
  • Campaign management: Identify specific segments and create targeted campaigns.
  • Sales analysis: View and analyze sales and profitability.
  • Real-time information: Access relevant information.
  • Customer interaction log and management: Log all customer-related interactions.
  • E-mail logging in Microsoft Exchange Server: Log all e-mail correspondence.

Service management tools

  • Service order management: Capture information about orders.
  • Contract and SLA management: Manage SLAs, contracts, or warranties.
  • Work and material planning, scheduling, and dispatch: Prioritize and escalate tasks.
  • Service item tracking: Track service items and parts.
  • Item and component service histories: Register and track serviced equipment.
  • Price management: Set up and maintain service prices.
  • Reports: Access, analyze, and understand operation performance and profitability.

To see what a world class solution from Western Computer can do for your company, schedule your free consultation today.