Customer Relationship Managemnet (CRM)

Microsoft Brochures:

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