Dynamics NAV
CRM Dashboard
- Author
- Dynamics NAV Addons
- Category
- Dynamics NAV
- Date
- 14/06/2009
- Size
- 834,46 KB
- Downloads
-
1416
Detailed statistics
- Downloads today 0
- 30 day downloads 11
- Total downloads 1416
- Overall download rank #836 / 2083
- Today page views 0
- 30 days page views 1
- Total views 2478
- MD5 digest
- C2C25211DD8CD93167A5CF94FF9EFF94
- Popularity
- Downloaded 6 times in the last two weeks
Get a 360 degree view of customers and prospects all from one screen.
. Increase Sales People Effectiveness
. Provide Better Customer Service
. Gain Improvements In Quoting, Ordering, Order Tracking, and Shipment Tracking
. Complete Visibility of Each Interaction and Conversion with Prospects, Customers, and Vendors
The Microsoft Dynamics NAV CRM Dashboard allows Salespeople and Customer Service to have all the information about a customer just one mouse click away:
. Users can view how many unpaid invoices, open orders and quotes are in the system for this customer and have the ability to drill down and see the actual documents.
. Notes can be viewed in summary or detail by using a notepad like feature to capture or copy / paste notes. Users can view all notes from all the contacts from a particular company at any time. The notes also hold the date, time and User ID of the author.
. View a complete Sales History by Item, complete with Quantity, Price and Ship Date.
. View any and all Interactions with a customer - this can include sales and purchase documents, e-mails, faxes, and any other interactions you are capturing through NAV.
By taking advantage of the CRM Dashboard, you can give Salespeople and Customer Service Reps the information and tools they need to spend more time selling and helping customers!
. Increase Sales People Effectiveness
. Provide Better Customer Service
. Gain Improvements In Quoting, Ordering, Order Tracking, and Shipment Tracking
. Complete Visibility of Each Interaction and Conversion with Prospects, Customers, and Vendors
The Microsoft Dynamics NAV CRM Dashboard allows Salespeople and Customer Service to have all the information about a customer just one mouse click away:
. Users can view how many unpaid invoices, open orders and quotes are in the system for this customer and have the ability to drill down and see the actual documents.
. Notes can be viewed in summary or detail by using a notepad like feature to capture or copy / paste notes. Users can view all notes from all the contacts from a particular company at any time. The notes also hold the date, time and User ID of the author.
. View a complete Sales History by Item, complete with Quantity, Price and Ship Date.
. View any and all Interactions with a customer - this can include sales and purchase documents, e-mails, faxes, and any other interactions you are capturing through NAV.
By taking advantage of the CRM Dashboard, you can give Salespeople and Customer Service Reps the information and tools they need to spend more time selling and helping customers!
Info url
http://www.dynamicsnavaddons.com/crm-dashboard
Download this file
Screenshots
-
- Mail to a friend
-
Other entries from this author
Easy PDF Email & Fax
Easy Ship
AR and Collections Manager
User Session Control
UPS / FedEx / USPS Shipping Connector
PrintSend Utility
Merge Utility
Jet Reports Launcher
Excel Journal Import
Document Find
Dimension Management
ADP Payroll Import
- Report a broken link