Microsoft Dynamics AX

Sales Management

The Sales Management module within Microsoft Dynamics AX enterprise resource planning system is tightly integrated with the Sales and Marketing module to provide efficient collaboration between sales and marketing managers and sales teams. The Sales Management module delivers a detailed view into the sales pipeline offering the ability to view and analyze activities and performances of individuals, teams, and entire sales organizations.

The user-friendly tools within the Sales Management ERP solution provide graphical views of key sales-related information and marketing efforts simplifying pipeline management. Graphical views have the ability to represent large amounts of data presented in an easy-to-read format. Gain a better understanding of the sales pipeline. Advanced tools are available for detailed sales activity analytics.

The Sales Management module within the Microsoft Dynamics AX ERP system includes the following features:

  • Manage views of large amounts of Microsoft Dynamics AX data. Gain a panoramic perspective of sales data stored in the database based on personalized criteria. Sort data by specified values for greater insight into sales activities. Monitor ongoing sales processes while providing a graphical overview of sales statistics and forecast sales opportunities.

  • Establish sales targets and view performance. Set up and monitor sales goals for each sales member in the Sales Target window. Gain an instant overview of sales targets for individuals and teams. Graphical charts can be created to show actual sales and quotes compared with sales targets.

  • Manage sales data. Quickly identify sales opportunities by analyzing stored data based on personalized values. Gain real-time insight into all sales activities based on customized criteria such as average sales orders, activities of sales personnel, the number of campaign participants, time frames, and more. The transaction log records changes made by users for real-time viewing in graphical form. View data from multiple angles including costs, margins, revenue, discounts, and highest and lowest values.

  • Establish and maintain sales pipelines. View the data of the entire sales pipeline with a variety of default graphs. Viewing options include probabilities, sales phases, target sales vs. actual and possible sales, and purchase frequency. Compare and analyze data from any period of sales history.

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