Microsoft Dynamics AX | Sales & Marketing

Sales and Marketing

The Sales and Marketing module within Microsoft Dynamics AX ERP system delivers powerful integrated sales and marketing management capabilities to increase sales and to help build and strengthen customer relationships. Improve customer relationships with a real-time view of customer data — track phone logs, correspondence, and automatically generated activities to identify customer needs. Make crucial sales and marketing decisions with confidence.

The Sales and Marketing module fosters increased sales by continuously collecting information on customer purchasing patterns helping to identify and target cross-selling and up-selling opportunities. Increase marketing effectiveness by identifying and qualifying new prospects. Simplify campaign planning and execution. Manage statistical feedback and measure marketing campaign success by leveraging rich ERP data. Monitor return on investment (ROI) in real-time by linking projects with campaigns.

Utilize the Sales and Marketing solution to manage sales performance of personnel. Monitor individual sales personnel, sales teams, and the entire sales department. Associate revenue and expenses with every transaction at any level of detail. Gain the ability to establish person-to-person contact with customers, create sales quotes, and follow up on marketing initiatives.

The Sales and Marketing module within Microsoft Dynamics AX enterprise resource planning solution consists of four components that fully integrate with the entire ERP system:

Sales Force Automation

  • Manage all business relationships including customers, personnel, vendors, partners, leads, members, subscribers, etc.

  • Access a real-time overview of all financial and logistical information.

  • Analyze actual sales against budgets.

  • Allow access to customer information to entire sales force with individualized permissions.

  • Evaluate customer activity against customer profitability.

  • Forecast and plan future revenue.

  • Communicate with groups through multiple modes.

Sales Management

  • Monitor and manage personnel performance and activities.

  • Generate sales reports and graphs.

  • Analyze all sales related activities.

  • Measure sales revenue against target sales.

  • Perform opportunity management and pipeline analysis.

  • Budget future activities based on real-time data.

Marketing Automation

  • Create marketing campaigns for any group utilizing existing data in Microsoft Dynamics AX ERP system.

  • Organize campaign administration and distribution.

  • Link campaigns, surveys, projects, and responses.

  • Automatically sync follow-up marketing activities with Microsoft Outlook.

  • Monitor ROI by linking campaigns to projects.

  • Publicize campaigns via email, text, fax, call lists, and the Internet.


  • Map out daily activities.

  • Generate call lists, automate phone calls, and log call details.

  • Use the questionnaire functionality to create call scripts.