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 .
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:
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.
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.
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).
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
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
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
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.
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.
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.
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