Can eliminate the need for a separate CRM solution and all of the complexity that goes along with a separate solution.

Features

• Outlook Integration: Synchronization of Contact and Task data from Dynamics to Outlook. Also, manually link emails with Contact-related records.

• Contact Management: Create and track Contact information including Companies and Persons

• Contact Segmentation: Segment Contacts based on various groups or profile characteristics for use in Campaign targeting.

• Territory and Sales Quota Management: Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

• Task Management: Create and track Tasks with due dates for Contacts and assign Tasks to Salespersons or Teams.

• Interaction Management: Keep track of all customer interactions and get guidance on best upsell, cross-sell and renewal opportunities throughout your sales cycle.

• Opportunity Management: Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

• Product Management: Manage products to be assigned to Sales Quotes.

• Sales Quote Management: Manage products to be assigned to Sales Quotes.

• Sales Price Management: Manage product prices and use prices in Opportunities and Quotes. Also, utilize advanced pricing and discounting structure and business logic within Business central to Sales Quotes and Sales Orders

• Sales Tax Management: Utilize sales tax structure and business logic within Business Central to Sales Quotes and Sales Orders.

• Campaign Management: Create and organize campaigns based on segments of your Contacts that you define. Create follow-up Segments and create Salesperson To-do's for follow-up activities.

• E-mail Marketing: Create a Campaign Segment with targeted Contacts and export list to a third-party marketing solution.

• Reporting: Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

• Dashboards: An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance.

• User Role and Security: Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

• Integration APIs: Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

• Data Import/Export Tools: Ability to input, modify and extract data from the application in bulk through a structured file.