You can easily monitor all the activity of each contact, along with their data, with a few clicks. These contacts contain information about your customers, along with the ability to edit the data anytime and anywhere. You can get information like role, designation, address, job experience, previous business, and much more.
A business has different salespeople who manage various customers. With the Business Central CRM module, you can easily link an account with specific salespeople so that personalised offers can be made based on customer interaction and data. Inside the Sales People option, you will be able to access more tools, like tasks, opportunities, and more.
Based on customer interaction and the planned sales strategy, you can easily create different tasks and assign them to the sales team. Also, it enables the team to make personalised notes to access the required data whenever desired.
Track all the possible sales opportunities to make each sale count while generating more and more revenue with limited resources. It lets you manage all potential sales opportunities from the unified Sales People platform.
A campaign in the CRM module will let you target different customers with personalised offers. You can make a list of different customers, known as segments, to approach them all with a similar campaign. It can help you convert more prospects or leads into customers with personalised targeting.
A Sales Quota is the invoice you send to the customer after he or she agrees to your service. You can easily build a sales quote using predefined templates in the Business Central CRM module and send it directly to the customer. If there is a requirement, you can edit it later without any hassle.
Business Central is an AI-driven ERP and CRM solution that can revolutionise the way a business deals with internal as well as external processes. It will transform and accelerate your business towards growth and scalability.
The Business Central CRM module not only simplifies customer management but also boosts sales. It can help you track sales performance, track potential opportunities, utilise data in real-time, and enhance overall revenue.
Regardless of your industry, you can implement Business Central along with its CRM module to offer personalised deals, increase customer visibility, prioritise potential leads, and enhance overall sales efficiency.
For more details, like Business Central pricing and licencing plans, feel free to contact Dynamics Square, the trusted and reliable Microsoft Solutions Partner in the UK.