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Microsoft Dynamics AX

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Customer Relationship Management for Microsoft Dynamics AX

Marketing Automation Module

Marketing Automation in Microsoft Dynamics AX ERP system is part of the Sales and Marketing module. It provides the necessary insight needed to plan, design, and produce targeted and powerful marketing campaigns. A user-friendly campaign window consolidates all the functionality and information needed to communicate successfully via call centers, direct sales, email, fax, and the Internet. 

Create Web-based questionnaires to obtain customer feedback and build more effective and personalized campaigns. Instantly gather and distribute questionnaire responses for immediate marketing use and to help with planning based on future demands. Segment target audiences into useful profiles to create personalized campaigns for specific customers. 

The benefits of Microsoft Dynamics AX ERP Marketing Automation abilities include the following:

  • Measure campaign profitability by linking a campaign with a project: Leverage rich ERP data to monitor the return on investment (ROI), view revenue and costs of each marketing effort, and compare campaign cost with the revenue generated from it. 

  • Improve customer relationships with the ability to define relationships, track correspondence and automatically generated activities with access to real-time views of customer and prospect data. 

  • Plan effective campaigns by leveraging valuable ERP data to simplify campaign planning, execution, and analysis of specific target groups.

  • Increase sales force productivity with real-time access to integrated sales information. Evaluate sales activity against the profitability of each campaign and increase closure rates.

  • Obtain insight into customer needs and optimize sales with the ability to manage sales and marketing activities together.

  • Meet customer expectations with complete integration of data to connect sales, marketing, and customer service.

  • Obtain more effective outreach with the ability to view relationships between multiple marketing efforts in an organized, hierarchical structure.

  • Gain a wider scope of information with a marketing encyclopedia where all information is kept and accessible to multiple departments.

  • Produce more impactful campaign planning by quickly identifying customers and prospects.

  • Increase marketing campaign value with built-in integration of the entire Microsoft Dynamics AX database.

Sales Force Automation Module

Sales Force Automation in Microsoft Dynamics AX ERP solution contains the tools necessary to track opportunities, manage accounts, organize contact information, and monitor the sales pipeline. The automation of manual, repetitive administrative tasks increases productivity and allows more time to be spent making sales and building relationships with customers. Gain the insights needed to make optimal sales and marketing decisions with confidence and to manage customer relations more effectively. 

The embedded Microsoft Office capabilities combined with the familiar, user-friendly interface helps to boost sales productivity, streamline sales cycles, and automate lead management. Sales Force Automation offers an intuitive layout and structure with user-adjustable menus, forms, and reports for increased effectiveness and productivity. Document sharing and handling are streamlined with full integration between Microsoft Outlook and Sales Force Automation.

An efficient, single window format allows access to all information related to sales flow including sales orders, offers, forecast data, business relationships, customers, competitors, and vendors. Quickly access the information needed for sales orders, quotations, projects, and marketing activities for each contact. Access to real-time workbooks and planners facilitates efficiency by offering the ability to synchronize appointments, tasks, and contacts companywide. 

Easily view and manage the sales pipeline to identify new opportunities and make confident quotations based on customer purchasing history, stock availability, and delivery dates. Sales Force Automation integrates with other modules in Microsoft Dynamics AX to give companywide, real-time insights to customer-facing employees as well as back-office staff to allow quick accessibility to customer information.

Microsoft Dynamics AX enterprise resource planning software for manufacturing offers the following Sales Force Automation benefits: 

  • Improve sales planning and management with the ability to set up territories and teams for maximum organizational efficiency. Create price lists, unit groups, and discounts to enhance offer management.

  • Capture and track all lead details in one system with lead system automation. Easily create data segments to generate leads from customer base. Automatically assign leads with tasks to boost conversion.

  • Establish an organization-wide process for lead development with opportunity management tools. Ability to view and access real-time data in the opportunity pipeline aids in effective decision making. 

  • Keep all sales literature such as product information, brochures, white papers, price lists, annual reports, etc. in a readily accessible central sales literature repository for viewing and editing. 

  • Establish best practices for sales reps to better manage time, create consistent processes and boost sales productivity with enhanced business process flow.

  • Allow customer data to be accessed and utilized from any device with mobility-optimized forms. Rich offline reporting facilitates robust sales status analysis.

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Microsoft Dynamics AX Compare All Microsoft Dynamics Software

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