S4 EP08 - ​​Integrating CRM and Relationship Management in Business Central
Play • 6 min

Have you looked at the customer relationship management (CRM) capabilities of Business Central? 

Consultant, Trainer, and fractional CFO/Controller Robb Delprado advise BC users to consider the following concerns before spending money on new licenses and using new software with the sales staff before integrating an additional CRM program with your BC solution. 

Essential points covered in this episode:

✔️ Consider what extra functionality are you getting out of CRM that you can't get out of Business Central's relationship management? Be ready to spend money on new licenses and use new software with your sales staff. 

✔️ Maximizing Contacts. Who are you placing the order with, and then who does the bill go to? Who are you shipping to, and who will receive the products? These are great little functionalities that give you many advantages. Remember, when you talk to either the customer or the vendor, you're actually talking to people, and they feel like you have a better relationship with them.

✔️ Save money and keep processes simple because they're inside the single BC system. You can choose to integrate with a more expensive, more feature-rich product like CRM with your BC/NAV solution. But why do that if all the functionality you already need is in the software you already have? 

✔️ If you're using the contacts in Business Central, you can actually pull sales history directly into those segments. Features in the Sales & Marketing aspect of your Business Central (BC) system help you effectively plan and manage your interactions with your prospective customers and contacts. Set up campaigns and segments to do special marketing and even follow-ups on warranties. 

About Kerry Peters & New View Strategies: 

Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! 

 Let the experts help you tap into the true power of your BC / NAV system. 

You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. 

 ✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

 Contact us today: https://getyournewview.com/services/

 

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