Sales & Marketing

Empower your sales team to take better care of customers by establishing best practices using familiar productivity tools to managing the entire sales process from within Microsoft Outlook.

In today’s competitive market, effective sales and marketing strategies are crucial for business growth and success. With Dynamics 365 Business Central, you can empower your sales and marketing teams with powerful tools to streamline customer interactions, manage leads, and drive revenue growth. Explore this page to discover how our solution can help you optimise your sales and marketing efforts, enhance customer engagement, and achieve your business objectives with ease.

In Dynamics 365 Business Central, the sales and marketing functionality brings everything you need into one convenient hub, enabling you to manage your emails and campaigns seamlessly, pinpointing sales opportunities and nurturing hot leads effectively. It connects the sales and marketing teams, enabling the teams to work collaboratively on sales-related enquiries as soon as they come in, which in turn allows you to shorten the time from quote to cash by linking up your sales and accounting.

The integration of apps within the software also allows for easy handling of multiple ship-to and bill-to addresses per customer, including direct shipment and invoicing addresses.

Features include:

Campaign Management
Contact Management
Document Management and Generation
Email Integration
Mobile Sales
Opportunity Management
Sales Order and Process Management
Tasks/Interaction Management

What you can expect

Keep tabs on customer interactions across various touch-points, guiding you toward upsell, cross-sell, and renewal opportunities. Tailor your content and processes to deliver engaging customer experiences, boosting engagement rates and yielding better business outcomes.
Enjoy pricing structure flexibility, empowering you to negotiate and track special discount arrangements for individual or group customers. This feature proves invaluable during promotions or when your customer service teams need to offer unique discounts.
Another handy tool is the ability to swiftly track customer agreements, accessing details like offered prices, applied discounts, delivery dates, product availability, and order fulfilment status. This comprehensive overview, from email to order to invoice, ensures prompt responses to inquiries or requests.
Gain insights into the revenue potential of leads, enabling informed decisions on which opportunities to pursue and prioritising those with the most significant impact.