Take better care of customers by establishing best practices using familiar productivity tools
Contact and campaign management
-
Maintain an overview of your contacts and personalize your approaches.
-
Divide customers in segments and easily keep track of opportunities easily thus creating sales quotes.
-
Organize customized campaigns based on customer type/ segment that you define based on reusable criteria.
Interaction and document management
-
Record interactions that you have with your contacts, such as telephone calls, meetings, or letters, and attach documents such as Word, Excel, or TXT files.
Better sales management
-
Support sales invoicing, order management and sales line pricing/discount management.
-
Best offer with related discounts will be automatically applied to the sales line, when the sales order meets the discount offer criteria.
Bulkinvoicing from Microsoft Bookings
-
Microsoft Dynamics Business Central provides a list of the company’s completed bookings.
-
Select multiple customer bookings to create draft invoices or to issue invoices for the services provided.
