Sales Management Responsibilities
Your role requires that you have access to a precise and timely overview of your contact information so that you can serve your prospective customers more efficiently and increase customer satisfaction. You will want to be able to remind yourself and/or your team of appointments and opportunities so that you can keep track of potential sales. You will want to be able to provide immediate quotations with accurate pricing based upon the customer rules. Day to day management will see you and your team either at the office or at the customers premise and access to information and providing immediate updates is key. Your team might also use Outlook extensively and of course your monthly presentations must be accurate! Read on!
These are the key areas we will work through with you in this workshop.
As we take you through the various topics for CRM in Microsoft Dynamics Business Central 365 we will naturally discuss and cover off on some of the following questions at your workshop!
Please register below. Our team will call to confirm your details and book a time and date most suited to you!
Microsoft Dynamics 365 Business Central is an all-in-one business management solution that helps businesses manage financials, sales, service and operations easier and faster from day one.
If you’re a business owner, your work day often begins at home, triaging emails early in the morning. Having grown the business from the ground up, you know your customers and vendors, and you’re still involved in day-to-day operations. But the bigger the company gets, the more complex your business processes become.
Each email adds something to your to-do list, which typically requires transitioning to a different application. You use accounting software to prepare an invoice, a CRM system to manage your contacts and sales pipeline, and perhaps yet another manufacturing solution to track production or inventory.
Switching back and forth between fragmented, stand alone solutions takes time and often requires duplicate data entry. This diminished productivity stifles your ability to scale and cuts into time you could spend developing new business. To keep up the pace of your growth, you’re likely considering the move to a more comprehensive business management solution.
Microsoft Dynamics 365 Business Central, helps you get through administrative tasks quickly and easily so you can focus on the big picture, and your team can spend more time taking care of customers. Let’s dive into how Microsoft can help.
Have a look at this introductory video for Business Central.
Cloud Factory is a team filled with passion for the various roles and disciplines required of an ERP Solution implementation and support. We consider ourselves a leading innovator for ERP Solutions with customers located throughout Australia. Our team will focus on a solution and whether that is driven by an on-premise or Cloud solution you can rest assured we will always advise on the solution.
Our solutions deliver a complete, real-time view of your business anytime, anywhere. Through our team of experienced application consultants, we implement and support a full suite of integrated business management applications, including Financials, Distribution, Manufacturing, Project Accounting, and CRM.
