Marketing professional with tablet in office - Marketing Management and CRM with Microsoft Dynamics AX

Marketing Management and CRM with Microsoft Dynamics AX

Fierce competition in the international market environment makes customer attraction and retention more challenging than ever. The marketing and CRM component of Microsoft Dynamics AX (formerly Axapta) provides powerful features to help you build and strengthen customer relationships and turn these into long-term business contacts.

The marketing and sales module supports you in creating comprehensive market analyses, in carrying out targeted marketing campaigns and in implementing efficient sales programmes. This allows you to individually support interested parties and existing customers and to develop profitable customer relationships that are not only of great value for your current business but also for your future business.

Your tool for profitable customer relationships

Sales and marketing with Microsoft Dynamics AX allows you to manage contacts, business partners, activities and offers as well as all relevant financial data for both the customer and sales staff. The module provides you with advanced reporting options that are similar to those in the Microsoft Dynamics AX financial management module. This means that you are able to analyse in detail individual customer activities from a profitability point of view. The module also allows you to divide your target groups into specific customer profiles, allowing you to focus your campaigns, accurately track feedback and perform a detailed comparison of campaign costs and revenues achieved.

The important information at a glance

The role-based user interface organises your particular marketing and sales tasks in such a way that daily work processes become much simpler. Sales representatives can use specially customized reports and scorecards to quickly identify, view and track important sales data such as potential customers, profits and losses, strengths, weaknesses, opportunities and risks. At a glance you can see your employees' information on pending and current sales offers and ongoing activities, including forecast data and links to other relevant documents. The module is also easy and intuitive to use thanks to its seamless integration with standard Microsoft Office applications and Microsoft Outlook.

The benefits to you

  • Control over all marketing activities and sales channels
  • Marketing campaigns for defined groups of customers and interested parties
  • Campaign tracking, follow-up actions and lead management
  • Budget planning and sales forecasts
  • Monitoring and management of sales and real-time comparison with sales targets
  • Simple and intuitive to use thanks to the modern user interface

Interested in Dynamics AX?

By working with you, we know that we can find the ideal concept to meet your specific requirements. Get in touch with us to discuss how COSMO CONSULT and our Dynamics AX solutions can help you to get more output of your business.

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