Introduction to MS Dynamics NAV XVI. (CRM) Ing.J.Skorkovský,CSc. MASARYK UNIVERSITY BRNO, Czech Republic Faculty of economics and business administration.

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Presentation transcript:

Introduction to MS Dynamics NAV XVI. (CRM) Ing.J.Skorkovský,CSc. MASARYK UNIVERSITY BRNO, Czech Republic Faculty of economics and business administration Department of corporate economy

CRM – Customer Relationship Management PROs – It enables to keep track of all prospective customer (suspects and prospects) – Improve sales and marketing service – Company can promote the work it has done for its customers in order to approach prospects CONs – CRM software may not integrate well with other and accounting systems – Another disadvantage to a newly implemented CRM software is the learning curve.

CRM – Customer Relationship Management Relationship management is a customer-oriented feature with service response based on customer input, one-to-one solutions to customers’ requirements, direct online communications with customer and customer service centers that help customers solve their issues. Sales force automation – Sales promotion analysis Advertising Personal selling Direct marketing Public relations – automate tracking of a client’s account history – Use of technology (ERP) Opportunity Management

Market leaders figures in millions of US dollars Resource:

Customer Vendor Contact Card Profile (parameters) Customer Entries ABC (Pareto) analysis Salesperson Interaction Log Entries Statistic : Costs/Revenue (To-Do) Opportunity Sales Cycle Stage To-Do Card Assigned activities Activity (code) Partial Activities Meeting /Telephone call Interaction Log Entries Statistics: Interactions, Stages, Chances, Values,.. Stage number Activity Only Czech course BPH_PIS 1| 2 !!!! and MPH_AOMA

ERP-CRM CRM ERP 1 ERP 2 ERP n Task1Task22Task p Customer Card QUOTE Task p+1 Task p+2 Task q Opportunity Products Financial estimation Success estimation in % Interactions Meeting 70%

Contact cards  Contact card- company  Contact card- person  Contact Character– profiles, technologies,..  Interactions  Business Opportunities (estimated close date and value, probability,.. )  Sales Cycles  Customer Card creation from Contact card  Quotes

Karta kontaktu- společnost (hlavička karty) I Jirka SirkaJitka PlytkáJakub Holub Kontakty typu osoba Only Czech course BPH_PIS1| 2 !!!!

Contact Card

Contact Card- Person Profile

Contact Card- Company-person new

New interaction

Interaction entry Create new opportunity

New oportunity

From here you can create various To-Dos and and change Sales Cycle stages

Sales Cycle Stages

Contact card->To-Dos->Activities Only Czech course BPH_PIS1|2 !!!!

Contact card->To-Dos->Activities Only Czech course BPH_PIS1|2 !!!!

How to create a new customer from contact card Enter data either by writing or by use Look-up (F6)

How to create a new customer from contact card Bottom of the contact card

How to create a new customer from contact card

Personal profile creation

Add a new question

Personal profile creation

Pareto analysis based on company profile Add new line Add Question details Only Czech course BPH_PIS 1|2 !!!!

Pareto analysis based on company profile Only Czech course BPH_PIS 1|2 !!!!

End of the section XVI.