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