S8 EP15: CRM/ Relationship Management
Play β€’ 8 min

We use Business Central at New View daily and constantly find new ways to innovate with this amazing tool.Β 

My favorite success story revolves around us. Sound surprising? Here's why: For a while, we weren't using Business Central as a tool for our sales processes. And guess what? We experienced the same issues our customers frequently reported to us.

We had multiple lists of leads, systems that were not integrated, and no system of record that told the truth about our sales process. And we spent a lot of manual time getting from sales to invoicing. We finally decided to "drink our own champagne" and truly loved the result.Β 

We have become so much more efficient and comfortable with our data, but we also understand our customers' needs better, especially when it comes to relationship management.

Learn more in this new episode of π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β€” CRM/ Relationship Management with Kerry Peters β–Ά

[00:00:00] Introduction: CRM or relationship management

[00:01:10] My favorite customer story

[00:01:52] 3 things to think about if you're preparing to work on a project like this

[00:02:49] Practice and understand how to use the system

[00:03:40] Why traditional and more expensive CRM systems fail to follow through with their implementations

#NewViewStrategies #BusinessCentral #CRM #RelationshipManagement


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!Β 

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

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.Β 

βœ… 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:Β https://getyournewview.com/services/


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