Microsoft Dynamics CRM integration to Microsoft Dynamics ERP for equipment distributors
Integrating Microsoft Dynamics NAV with Microsoft Dynamics CRM, mixed with Equip-Soft’s specialized IP, will change the way equipment distributors interact with their customers and consumers alike. Imagine going to a trade show and having all of your new leads automatically captured and assigned to your sales force. Even better, imagine tracking the interaction with these new leads and determining which turn into business so that you are able to justify these marketing costs for next year. Beyond lead tracking, CRM integrated with your ERP system will allow your sales force to have up to the minute information on customer activity. Sales invoices, sales orders, credits, pricing, products; all of it available from within Outlook, or over the web. Offline or online! Imagine being able to track interactions with your consumers. CRM will do that too. Track work orders, warranty claims, periodic maintenance schedules and even the status of equipment on rent or lease. With CRM integrated to your ERP system, your sales forces can have visibility to detailed inventory listings as well as active sales and service bookings to provide customers with real time information . In addition to consumer affairs, you can integrate with your social media presence on Twitter, or Facebook. Find out who is talking about you and where. Overlay geographic hotspots to recent trade promotions you have run with your customers.
This is available in a hosted or on-premise model. There is lots of rich functionality but here is just some of the cool stuff:
• Full Sales Force Automation including contact management, activity tracking, and a history of past communication to customers.
• Integration to MS Outlook means your employees will be comfortable with CRM from the start. Use Outlook’s contact management, email logging, tasks, and calendar.
• Full support for disconnected and remote employees including sales reps and sales brokers.
• Integration to Equip-Soft to provide transaction history for each customer. View sales orders, sales invoices, and pricing options without having to access the ERP system.
• Opportunity Management allows you to view sales rep activity by customer type, as well as better forecast opportunities with new customers or new products.
• Campaign Management & Marketing Lists to better manage trade shows and other marketing efforts.
• Integration to social marketing mediums like Twitter and Facebook.