Sales Management

Sales management is a business discipline that is focused on the practical application of sales techniques and the management of a firm’s sales operations. It is an important business function as net sales through the sale of products and services and resulting profit drive most commercial business. Sales management with planning involves strategy, setting profit-based sales targets, quotas, sales forecasting, demand management, and the execution of a sales plan. A sales plan outlines the business targets, resources, and sales activities. It typically follows the lead of the marketing plan, strategic planning, and the business plan with objectives that can be achieved through the actual sale of products and services. Sales is a process and ideally a periodical activity.

Modern businesses need management solutions that are fit to cope with the challenges and demands of an ever-changing sales landscape. Investing in sophisticated, innovative, tailored solutions can make the difference between plateauing and achieving key performance objectives.  Microsoft Dynamics 365 Business Central is a cutting-edge cloud-based solution, which has been developed with growth and scalability in mind with wide options sales and marketing needs of small and medium businesses.

Sales and Marketing through Microsoft Dynamics Business Central Sales integration

Enabling integration between Business Central and Sales allows for a more efficient lead-to-cash process and enables users to make more informed decisions without switching products. Gain efficiency by ensuring tight integration between accounts and customers and adding cross-product features for the lead-to-cash flow. Use an assisted setup guide for help setting up the integration and coupling records in Business Central with corresponding records in Sales. Work with prices in currencies that differ from the local currency, using the coupling of the Customer Price Group record in Business Central with the Price List in Sales. Following are the factors a business can manage with sales and marketing in Microsoft Dynamics Business Central.

• Contact Management

With this, we can maintain an overview of the contacts and a personalized approach to them. Record contact information for all business relationships, and specify the individual people related to each contact. Get a precise view of prospects and customers by categorizing the contacts based on weighted profiling questions. Divide customers into ABC segments and even use this module for rating. Use the information to target contacts for campaigns. Issue quotes to prospects and creates sales documents for specific contacts.

• Campaign Management

Here we can organize campaigns for segments of the contacts that we define based on reusable criteria, such as sales, contact profiles, and interactions, and reuse existing segments. Send documents to people of different nationalities in their native language by using Campaign Management with Interaction/Document Management.

• Interaction and Document Management

In this, we can record interactions that have with our contacts, such as telephone calls, meetings, or letters, and attach documents such as Word, Excel, or TXT files. Automatically log other interactions, such as the sales orders and quotes that we exchange contacts, and revisit them if needed.

• Email Logging for Microsoft Exchange Server

Log all inbound and outbound email messages sent through Business Central or Microsoft Outlook®. Logging can be manual, or automated. Use a server-based solution with Microsoft Exchange Server to keep email messages in their natural environment and ease administration.

• Opportunity Management

We can keep track of sales opportunities. Section your sales processes into different stages to get an overview of and manage your sales opportunities.