Accelerate your sales process

Prioritize leads based on revenue potential. Keep track of customer interactions and get guidance on the best upsell, cross-sell, and renewal opportunities throughout your sales cycle.

Optimize revenue and address customers’ with flexible pricing and discount structures for individual customers and customer groups.

Keep an overview of agreements with sales order and blanket sales order processes. Quickly give customers details about prices, discounts, delivery dates, product availability, and fulfillment status.

Sales & Marketing Software Capabilities

All implementations are fixed-price, so you won’t get an unexpected bill. We’ve spent the last two decades perfecting a rapid implementation and training methodology which is personalized for your processes.

Contact Management

Maintain an overview of your contacts and personalize your approach to them. Record contact information for all business relationships, and specify the individual people related to each contact. Be alerted if you enter duplicate contact information.

Campaign Management

Organize campaigns for segments of your contacts that you define based on reusable criteria, such as sales, contact profiles, and interactions, and reuse existing segments.

Interaction and Document Management

Record interactions that you have with your contacts, such as telephone calls, meetings, or letters, and attach documents such as Word, Excel, or TXT files. Automatically log other interactions.

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

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

Microsoft Dynamics 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.

Sales Order Management

Manage sales quotes, blanket sales orders, and sales order processes. Create partial shipments, ship and invoice separately, create prepayment invoices for the sales order, and use quotes and blanket orders.

Sales Line Pricing and Discounting

Manage flexible item price and discount structures that differentiate between special agreements with customers and customer groups and are conditioned by parameters such as minimum quantity.

Campaign Pricing

Connect sales prices and sales line discounts to sales campaigns to give special pricing and discounts to customers and contacts in campaign segments. Specify periods for which prices are valid.

Explore our Services

We provide a complete range of complementary services to address all your Microsoft Dynamics ERP, CRM, and other business solution needs.

Implementation

Implementing unique business solutions by following agile processes and understanding our clients’ needs and challenges

Support

Ensure that your business is always up and running with the best post-implementation support from our experts

Application Management

Keep your applications up-to-date and get new applications developed with our Application Management Service (AMS)

Make An Appointment

Please Let us know what you are looking for and we'll be happy to connect with you