Microsoft Dynamics NAV (formerly Navision) can improve many aspects of your organization, from your financial department to your human resources department to your sales and marketing department. Its capabilities allow businesses to focus their time and energy on improving their processes and creating a successful company. Each module provides users with specific features designed to better equip their company with the tools they need. Consider the following features included in the Sales, Marketing and Service Management module:

Sales and Marketing

Microsoft Dynamics NAV helps companies manage their marketing campaigns and contacts so they can focus on building better relationships with their customers. The Campaign Management module allows companies to organize campaigns based on segments of your contacts (previously defined based on specific criteria such as sales, contact profiles and interactions). Existing segments and segmentation criteria can also be reused for future campaigns.

  • Classifying Contacts
    Microsoft Dynamics NAV allows users to sort contacts into various categories and then it classifies customers based on the criteria specified. For example, users can view program contacts based on revenue and then use this information to target contacts for various campaigns.
  • Managing Contacts
    Users can maintain an overview of their contacts and personalize their communication with them. Employees across the board can record their interactions with their customers in the system, allowing all users to access important customer information as needed. Users can also specify the individual people related to each contact and get automatic alerts if a duplicate contact is entered in the system.In addition, Microsoft Dynamics NAV gives users the ability to issue quotes to prospects and create sales documents for specific customers. The system’s Contact Search feature also allows users to search for any information on an individual contact even if they do not know the correct spelling of the contact’s name.
  • Interaction/Document Management
    Users can record all of the interaction employees have with their customers and contacts, in addition to other interactions such as all documents sent to contacts. These documents – whether they be sales orders or quotes – can be recorded and retrieved for a later time.
  • Task Management
    Users can organize tasks related to a company’s sales and marketing activities, as well as create task lists for individual employees or multiple users.

Service Management

Microsoft Dynamics NAV allows users to assign personnel to work orders and log specific details (such as work order handling and status). This system gives companies the ability to manage their service personnel and field technician information and filter that information based on availability, skill and stock items. Microsoft Dynamics NAV gives users an overview of service task prioritization, service loads and task escalations.

Microsoft Dynamics NAV can also help companies properly manage their service contracts. The Service Management module allows users to maintain information on contract history and renewal, as well as manage warranty details on service items and spare parts. The software gives companies a clear view of all aspects in their service department, allowing them to properly manage and fulfill their contracts.

For more information about how Microsoft Dynamics NAV can help you properly manage your sales, marketing and service departments, download your copy of the “Microsoft Dynamics NAV: Product Capabilities and Business Ready Licensing Granule Guide”.