Customer Relationship Management (CRM)

In a world full of choices, potential customers are elusive to attain. Consequently, good sales and marketing plans target on being in front of the right prospects with the right message at the right time. The lack of any one of these elements greatly reduces your chances of promotional success. NAV CRM solutions provide your sales and marketing staff with tools to identify appropriate prospects and helps them to understand various market segments and even individual buying behavior. Thus, by having concise and up to the second information your staff is able to make smarter, more cost effective decisions regarding customers, prospects and partners.

NAV CRM solutions enable sales & marketing staff to:

  • Organize information about your prospects & customers
  • Improve timely sales and service follow-up activity
  • Target appropriate audiences
  • Increase campaign effectiveness
  • Improve customer care
  • Maximize revenue opportunities

Locating Ideal Prospects

When managing a marketing mix, the implications of identifying and understanding customer needs & preferences is enormous. CRM solutions that are tailored into a solid sales & marketing plan can reduce the time sales representatives spend locating and qualifying prospective clients. Thus, a CRM program that can identify & attract ideal prospects ultimately increases the amount of time sales representatives spend selling, helping them become more efficient and productive.

Mid-market businesses require a wide-range of CRM needs that can include many different tasks. From managing basic contact information, tracking to-do lists, managing time and personnel, to efficiently supporting a customer service center or telemarketing team, NAV provides a solution that can tailor to your unique CRM needs. In addition, NAV CRM solutions are completely integrated with the rest of the NAV business management system. Thus, sales representatives have real-time access to crucial information such as inventory quantities, discounts, customer purchase and payment histories, and any other critical information that can help make good decisions and build and strengthen business relationships.

Key NAV CRM Components Include:

  • Flexible Scheduling
  • Calculation Formulas on the BOM
  • Flexible Order Creation Methods
  • Material Management & Controls
  • Flushing for both Materials & Operations
  • Ability to define level of detail you wish to track on the Shop Floor
  • Multi-level Multi-Directional Pegging

Sales and Marketing

NAV CRM solutions empower your marketing and sales staff by providing them with real-time data at their fingertips that allow them to perform their job more effectively.

What is the fundamental CRM question?

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