Contacts are the master data in relational management. They represent people or companies and enable you to store and maintain information that you typically need for marketing related activities. You can register quotes for contacts, synchronise contacts with customers and vendors, and manage duplicate contacts.
Segments are groups of contacts selected according to specific criteria. Microsoft Dynamics 365 Business Central allows you to use contact information for segmentation. You can save and reuse segmentation criteria.
With relational management in Microsoft Dynamics 365 Business Central, you can keep track of sales opportunities, section your sales processes into different stages and use this information to manage your sales opportunities. Sales quotes can be linked to opportunities. Opportunity management allows you to manage your customer journey and sales pipeline.
A campaign is any sort of activity that involves contacts. It can be anything from sending out catalogues and special offers to organising a special event. You can organise campaigns based on segments of your contacts that you define, and record contact responses to campaigns as interactions.
CRM not only supports the contacts management, it also helps us to keep track of the interactions with our contacts. You can not only track interactions like phone calls, invites and emails as interaction but also documents like sales quotes, orders, reminders, invoices and many other documents used within the business solution.
Microsoft Dynamics 365 Business Central introduced the ability to manage business interactions with your customers and vendors, directly in Microsoft Outlook. With the Business Central Outlook add-ins, you can see financial data related to customers and vendors, as well as create and send financial documents, such as quotes and invoices. It truly is class leading and seamless in operation.
If you are looking for more information on Microsoft Dynamics Business Central basics along with the core of the system, Finance, then please click here
If you are looking for more information on Microsoft Dynamics 365 Business Central: CRM then please click here
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