Organic Sales & Marketing


Organize campaigns based on segments of your contacts that you define. Define segments based on specific criteria, such as sales, contact profiles, and interactions, and reuse existing segments or segmentation criteria. Use the Merge feature in Word (or send other file formats) to communicate with the contacts in your segment. To send a document to people of different nationalities in their native language, use Campaign Management with Interaction/Document Management.

Handle your agents and customers more effectively by having great view on Inventory ,Transfers ,Sales orders and return orders.

Trace the farmers as well as material procurred, and analyse the cost and the processes involved in final poroduct making. Barcode are generated with the specific information related to lot with the price defined by the sales team. Lot based safety lead time controls the inventory , Transfers and returs from C&F agets as well as Ecommerce customers.

Manage your farmer and aggrigators data with Farmer management system efficiently.

Lot based tracability enhances your warehouse picking capabilities based on the item expiry.

Item lot wise MRP is printed on final product with the barcode and the same can be scanned and picked at the time of despaching.

Input QC, Process QC at the time Raw material procuremnet and production helps to produce the flawless final products .

Sales and Marketing

Contact Management

Maintain an overview of your contacts, and personalize your approach to them. Record your contact information for all business relationships. This module is tightly integrated with the Sales and Receivables application area. You can also:

  • Specify the individual people related to each contact.
  • Get an automatic alert if you enter contact information that already exists with the duplicate check function.
  • Get a precise view of prospects and customers by categorizing your contacts based on profiling questions.
  • Issue quotes to prospects or create sales documents for specific contacts if you have Sales Order Management.
  • Use Contact Synchronization to integrate your contacts from Microsoft Dynamics NAV 2018 with your People Hub in Office 365 or Microsoft Outlook.
  • Keep your contacts synchronized between Microsoft Dynamics NAV 2018 and Office 365 or Microsoft Outlook, and automatically run a background synchronization at scheduled times.
  • Use filters to synchronize only the Microsoft Dynamics NAV 2018 contacts that you want to see in Office 365 or Microsoft Outlook.

 

Campaign Management

Organize campaigns based on segments of your contacts that you define. Define segments based on specific criteria, such as sales, contact profiles, and interactions, and reuse existing segments or segmentation criteria. Use the Merge feature in Word (or send other file formats) to communicate with the contacts in your segment. To send a document to people of different nationalities in their native language, use Campaign Management with Interaction/Document Management.

 

Relationship Management

You can work more effectively with Relationship Management from your phone, taking advantage of enhancements to the Sales and Relationship Management Role Center. A simplified CRM includes contact management, interactions, and sales opportunities. You can also use improved interactions logging from your phone, logging email messages using Office 365.

 

Contact Classification

Sort your contacts into categories, and automatically classify your customers based on criteria you specify. For example, you can see the program group contacts in terms of revenue. Use this information to target contacts for your campaigns. Divide your customers into ABC segments and even use this module for rating (assign the weights of two questions to identify the value of a third question).

 

Interaction /Document Management

Record all the interactions that you have with your contacts— for example, telephone calls, meetings, or letters. Attach documents to interactions (Word, Excel, or .txt files). You can also automatically record other interactions—for example, all Microsoft Dynamics NAV documents that you send to your contacts, such as sales orders or quotes, can be logged and retrieved at a later time. By using TAPI (Telephony Application Programming Interface) compliant telecom devices, you can call a contact by clicking a button on the electronic contact card

Mail Logging for Microsoft Exchange Server

Log all email correspondence. Log inbound and outbound email messages sent through Microsoft Dynamics NAV or Microsoft Outlook®, and set up the program to log automatically or manually in Microsoft Dynamics NAV. The solution is server-based and requires Microsoft Exchange Server (please refer to the Microsoft Dynamics NAV software requirements) in order for you to keep email messages in their natural environment to ease administration

Opportunity Management

Keep track of sales opportunities. Section your sales processes into different stages, and use this information to get an overview of and manage your sales opportunities

Outlook Client Integration

Synchronize your to-do items and your contacts in Microsoft Dynamics NAV with meetings, tasks, and contacts in Outlook. Create, update, cancel, and delete in one program and, at a specific time, synchronize from within Outlook. You can also customize synchronization by adding fields or adding new entities to be synchronized.

 

Notifications

You can take advantage of non-intrusive, intelligent inapplication notifications, which guide you through relevant processes according to the context you are working in.

The new type of notifications help even untrained users carry out advanced tasks, while the unobtrusive design does not prevent you from carrying on with your work

You can also use Microsoft Word templates to create the layout for email notifications, ensuring all messages look consistent and coherent.

 

Task Management

Organize the tasks related to your sales and marketing activities. Create to-do lists for yourself and assign tasks to other users or teams of users. Automatically create recurring to-do items and activities consisting of several to-do items.

 

Integration with Dynamics 365 for Sales

Integrate Dynamics NAV with Dynamics 365 for Sales in a few easy steps using assisted setup. The assisted setup helps you synchronize your data across the two, including sales orders, item availability, units of measure, and currencies