Customer Relationship Managemnet (CRM)

Download Microsoft Dynamics NAV CRM Brochure

Microsoft Dynamics NAV is unique in that for an ERP its CRM capacity is extremely powerful.

CRM means many things to different people; a necessary first step in addressing a CRM solution is to define precisely what CRM means to your organisation;

There are two broad categories;

1. Contact Management; the need for basic contact management is often confused as being CRM, it's not. Most systems of note can perform some degree of contact management; some even perform integration to external applications such as Microsoft Outlook but this is NOT CRM.

2. True CRM; true CRM is client relationship management based on business intelligence, for example; creating a marketing segment to formulate a campaign based on clients who have purchased a particular product i.e. interrogating live financial data for strategic business development and relationship growth. This also involves;

• Advanced Segmentation

• Campaign Management

• Sales Pipeline Management & Analysis

• Integrated Document Output Management

"The ability to leverage live financial data for marketing & CRM activities is exceedingly valuable and a feature simply not available in tradional CRM applications".
- Glenn Walker, Managing Director of Liveware