Power your sales with Business Central Relationship Management

Posted November 20, 2023

When companies consider Dynamics 365 Business Central for their ERP system, they often become more interested when they realize the system also has relationship management capabilities.

Business Central’s relationship management features give you basic relationship management tools, ensuring your sales efforts are integrated into your ERP system. Here’s a look at how these features can power your sales team and operations.

Centralized contact management
One of the fundamentals of effective relationship management is having a centralized repository of customer information. Whether it’s customer details, communication history, or transaction records, everything needs to be in one place. Business Central gives you a 360-degree view of your customer and sales interactions.

Managing sales opportunities
You can easily create and track leads by individual team members. From initial contact to closing the deal, Business Central gives you visibility into the entire sales pipeline. Track contacts, sales cycles, dates, values of estimates, and more.

Lead capturing and qualification
Turning prospects into customers starts with effective lead management. Business Central helps you identify and prioritize potential opportunities, ensuring your team focuses on the most promising prospects.

Interaction management
Capture and track the details of customer interactions, including the type of communication used, who initiated the interaction, and any associated costs.

Segment management
Segment your contacts based on industry, relationship, location, or any other criteria you define.

Marketing management
Take advantage of audience segmentation tools that allow you to launch targeted campaigns across email, social media and other forms of advertising, all while tracking the campaign’s performance.

Integration with other Business Central modules
Business Central offers seamless integration with its finance, operations, and supply chain management modules, ensuring relationship management is a part of your ERP solution.

Integration with Dynamics 365 Sales
If your company needs greater CRM sophistication, you can employ Dynamics 365 Sales for customer engagement. Business Central allows seamless integration and data synchronization between the two services, including integrating customer, contact, and sales data. Sales orders and quotes in Dynamics 365 Sales can be automatically transferred to Business Central.

Joesoftware will help you better understand your CRM needs. We can review and assess your situation to see if Business Central Relationship Management is right for your organization, or if you need to consider a more robust Dynamics 365 Sales solution. Our team will guide you to the solution that is right for you.