Campaign Management is used with Sales and Marketing in Microsoft Dynamics NAV 2013 to organize campaigns based on segments of your contacts that you define. Define segments based on specific criteria, such as sales, contact profiles, and interactions, and reuse existing segments or segmentation criteria.
With Task Management, you can organize the tasks related to your sales and marketing activities. Create to-do lists for yourself and assign tasks to other users or teams of users. Automatically create recurring to-do items and activities consisting of several to-do items. Likewise, Opportunity Management keeps track of sales opportunities. Section your sales processes into different stages, and use this information to get an overview of and manage your sales opportunities.
Contact Management functionality is used to maintain an overview of your contacts, and personalize your approach to them. Record your contact information for all business relationships. This granule is tightly integrated with the Sales and Receivables application area. You can also:
• Specify the individual people related to each contact.
• Get an automatic alert if you enter contact information that already exists with the duplicate check function.
• Get a precise view of prospects and customers by categorizing your contacts based on profiling questions.
• Issue quotes to prospects or create sales documents for specific contacts if you have Sales Order Management.
In regards to document management Interaction /Document Management allows you record all the interactions that you have with your contacts—for example, telephone calls, meetings, or letters. Attach documents to interactions (Word, Excel, or .txt files). You can also automatically record other interactions—for example, all Microsoft Dynamics NAV documents that you send to your contacts, like sales orders or quotes, can be logged and retrieved at a later time. Furthermore, by utilizing and optional TAPI (Telephony Application Programming Interface) compliant telecom devices, you can call a contact by clicking a button on the electronic contact card.
Mail Logging for Microsoft Exchange Server-Log all email correspondence. Log inbound and outbound email sent through Microsoft Dynamics NAV or Microsoft Outlook®, and set up the program to log automatically or manually in Microsoft Dynamics NAV. The solution is server based and requires Microsoft Exchange Server (please refer to the Microsoft Dynamics NAV software requirements) in order for you to keep email messages in their natural environment to ease administration.
Use the Merge feature in Word (or send other file formats) to communicate with the contacts in your segment. To send a document to people of different nationalities in their native language, use Campaign Management with Interaction/Document Management.
Finally, there is a seamless integration with Outlook Client which can synchronize your to-do items and your contacts in Microsoft Dynamics NAV with meetings, tasks, and contacts in Outlook. Create, update, cancel, and delete in one program and, at a specific time, synchronize from within Outlook. You can also customize synchronization by adding fields or adding new entities to be synchronized.
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