Customer Relationship Management
Microsoft Dynamics™ AX offers a full range of CRM capabilities in four integrated modules. These modules may be used individually or in any combination. The modules and their features include:
- Sales Management
- Sales Force Automation
- Marketing Automation
- Telemarketing
Sales Management
- Monitor and manage activities and performance
- Report sales progress
- Analyze sales, quotations or other activities
- Opportunity management, pipeline analysis
- Sales forecasting and reporting
Sales Force Automation
- Business relationships (account information)
- Overview of financial and logistical information
- Store customer contact information
- Mass mailing
- Detailed sales plans
- Quotations and quotation management
- Forecasting
- Outlook integration
- Computer telephone integration
Marketing Automation
- Create marketing campaigns
- Organize campaign administration and distribution
- Link campaigns, questionnaires, projects and responses
- Automatic creation of follow-up activities
- Outlook integration
Telemarketing
- Daily activities
- Call list generation and reporting
- Call script generation
- Results from questionnaires / scripts can be analyzed
Link to Microsoft docs:
- CRM-??
- Sales Force Automation-??
- Sales Management-??
- Marketing Automation-??
- Questionnaire-??
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