Built-in CRM
Connect with Your Customers and Increase Loyalty
Business Central provides the essentials of a Customer Relationship Management (CRM) system from an initial lead to renewal opportunities. This Built-in CRM system allows you to have a complete view of all customer interactions all from within Outlook, ultimately enabling you accelerate sales and increase customer loyalty.
Opportunities Management
Benefit from upsell, cross-sell and renewal opportunities through automatic prompted suggestions.
Complete view of customers
Engage customers more specifically and increase sales with the ability to holistically see your customers and all their interactions from an email to order or invoice.
Real-time dashboards
Understand and connect with your customers instantly to best respond, relate and engage to inquiries and demands.
Accelerate quote to cash process
Increase sales by accelerating the quote to cash process. This is obtained through the connection of sales and accounting functions to ultimately boost efficiency.
Microsoft Outlook Customer Integration
Microsoft Outlook is completely integrated into Business Central to provide a central location to interact and view customers. Respond quickly to customer inquiries, requests, create invoices and process payments all from within Outlook.
Dynamics 365 Sales Integration
The optional feature of integrating Dynamics 365 for sales is a simple process of synchronizing some of your data.
Campaign Management
Business Central’s CRM allows you to build customer segments from your contacts list based off your terms.