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2:30pm ADT, 11:30am CST, 11:30am MDT, 10:30am PDT

 

Join us for this 1 hour webinar to learn the benefits of integrating Dynamics CRM with Visual ERP.

 

Get on the road to shorter sales cycles, improved productivity, and better customer service.

 

For Sales Reps

·         Provide information (aged receivables, outstanding invoices, product documentation, pricing and inventory) to mobile sales reps

·         Provide a centralized contact management system of prospects, end customers, dealers, distributors

·         Improve forecasting, understand win/loss rations and their causes, configure structured sales process

·         Provide workflows for Trade Show follow up

For Sales Manager/Operations

·         Provide a system to forecast and maintain pipeline activity

·         Provide improved reporting capabilities with real-time data

For Marketing

·         Plan, implement and manage more effective marketing campaigns to generate more prospects

For Distributors

·         Keep a centralized list of distributors and contacts

·         Drive marketing campaigns

·         Provide sales information to distributors (sales mtd/ytd, pricing, promotions, inventory availability)

For Customer Service

·         Provide an easy to use tool in Outlook to enhance customer service

·         Log customer complaints, returns, non-conformances

·         Provide visibility on the follow ups, phone calls and to-dos

 

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