Many of you may know a lot about the ERP software, Microsoft Dynamics® NAV for an accounting solution. But did you know you can leverage Microsoft Dynamics NAV for your sales and marketing initiatives as well? Using Microsoft Dynamics NAV, you can access the data, reports, alerts, and common tasks you need to build customer relationships, pursue new opportunities, and help drive sales. Here’s how:
Build Customer Relationships: The key to building customer relationships and keeping them intact is effective communication. If your messages are sporadic and unconnected, you will lose the impact you could have had with consistent and connected messages. This type of communication builds trust and loyalty among your customers. Microsoft Dynamics NAV provides detailed overviews of your contacts, lets you define individual customer profiles, and easily access specific contact information. Keeping customer information organized helps you ensure better customer relations in years to come.
Pursue New Opportunities: Knowledge is power and the knowledge you have access to within Microsoft Dynamics NAV gives you that power to identify and pursue new business opportunities. Microsoft Dynamics NAV offers a RoleTailored user experience that simplifies access to information and functionality based on an employee’s specific role. You will gain visibility into relevant business activities, such as tasks, worksheets, notifications, lists, key performance indicators (KPIs), and reports—enabling you to more easily prioritize your work and make faster, better-informed decisions.
Drive Sales: When it comes down to it, incoming sales are what drives your business. The Record Links feature in Microsoft Dynamics NAV enables you to link Microsoft Dynamics NAV records to relevant documents such as reports and spreadsheets. For example, you could link documents from Microsoft Office SharePoint Server or on a file server to a sales order or purchase order.
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Source : https://community.dynamics.com/roletailored/finance/default.aspx
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