Female marketing employee in front of computer screen  - Marketing Management and CRM with Microsoft Dynamics NAV

Marketing Management and CRM with Microsoft Dynamics NAV

In times of increasing market and price transparency and intensive international competition, attracting new customers has become an important challenge. Over the long term, however, retaining existing customers is equally important. The key to this is efficient and professional support for your customer-oriented marketing processes and customer relationship management (CRM). Microsoft Dynamics NAV (formerly Navision) offers you all of the important tools to completely record your customers' activities, direct your campaigns and evaluate sales opportunities. Microsoft Dynamics NAV provides you with the following functionalities for marketing and CRM requirements:

  • Contact, lead and customer management
  • Contact classification
  • Interaction and order histories
  • Activities and document management
  • Campaign management
  • Sales opportunity management
  • Reliable forecasts
  • Budget control and success measurement
  • Outlook synchronization

Use all channels

Microsoft Dynamics NAV Marketing and CRM is your integrated marketing management (IMM) solution: You can control, plan, implement and evaluate your customer-related processes and activities across digital, social media and more traditional communication channels. Your marketing experts also have the option of creating comprehensive performance analyses for campaigns and initiatives to determine the profitability of marketing investments.

Lead management made easy

The system allows you to use multiple categorization and evaluation criteria to generate more promising leads. With multi-stage, trigger-based qualification programs, you can target potential customers in an individual, focused manner. What's more, you can also benefit from new synergies between marketing and sales by using all relevant customer information to merge your qualified sales opportunities.

More transparency

Microsoft Dynamics NAV Marketing and CRM provides a clear overview of your campaigns. Coordinate processes and workflows within your team, across several departments or when cooperating with external agencies — all on a single platform.

Does this sound interesting?

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 NAV solutions can help you to get more output of your business.

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