Marketing & Sales Force Management

Navision's Relationship Management system allows users to track all aspects of their sales process to both new and existing customers. In addition, Navision maintains tracks the results of each marketing campaign enabling users to measure its success.

Within Relationship Management, users create records for perspective and actual customers. In addition, users can record and schedule all activities with the customer, including email, phone contacts, mailings. Each user can review his/her 'to-do' list by date.

Users can also define one or more sales opportunities for each client. Using statistics from historical sales, users can accurately forecast the percentage of opportunities that will turn into future sales.

While Navision's Relationship Management system can be used as a stand-alone application, it's most unique features come from it's integration with other parts of the Navision system and with Microsoft© Outlook. From within Relationship Management, sales users are able to all activity for a company, including sales orders, invoices, and shipping activity. New sales activity is automatically reflected on the contact card.

In addition, sales users can synchronize information from the Relationship Management system with Microsoft© Outlook to take a copy of the information with them as they call on customers. Any notes, tasks, and updates are synchronized with Navision Relationship Management when they return so that all users can access the information.

Summary of benefits