Key Features |
Description |
Contact Management |
§ Maintain an overview of your contacts
companies and contact persons
§ Duplicate check automatically alerts you if
you enter contact information that already exists
§ Categorize your contacts based on profiling
questions
§ Personalize your approach to your contacts |
Contact Classification |
§ Classify your contacts into different
categories, and tailor your marketing messages to suit the
individual needs of the customer
§ Automatically group your contacts into
different classes based on criteria specified by you, for
example, group contacts in terms of revenue
§ Rate your contacts based on weights of two
questions to identify the value of a third question |
Campaign Management |
§ Organize campaigns based on segments that you
have created
§ Segment your contacts based on specific
criteria, such as, sales, contact profiles and interactions
§ Reuse existing segments, for example, specify
whether or not these segments are to be updated every time
new information on the contact is entered, or ‘freeze’ the
group for follow-up activities, such as direct mailing
§ Make use of multilanguage templates to target
contacts in different languages
§ Mail merge the identified segment with a
Microsoft Word document |
Opportunity Management |
§ Keep track of sales opportunities
§ Section your sales process into different
stages
§ Maintain an overview of opportunities in your
sales pipeline |
Task Management |
§ Organize your marketing and sales tasks
§ Create to-do lists for yourself
§ Assign tasks to other users or teams of users
recorded in the program
§ Create an activity composed of several to-dos
§ Create internal to-dos without a contact |
Document Management &
Interaction Log |
§ Log the interactions that you have with your
contacts, such as a telephone call, a meeting or a letter.
If an interaction contains a document, you can save it under
the relevant contact and keep track of the document in
question
§ Record interactions performed in other
application areas, including documents send to your contacts
§ Call a contact simply by clicking the button
on the contact card and using TAPI (Telephony Application
Programming Interface) compliant telecom devices |
Contact Search |
§ Search for all information related to a
contact, such as an opportunity, an address or a comment
§ Misspell the contact name and you still
retrieve information as fuzzy logic functionality is
available |
E-Mail Logging for Microsoft
Exchange |
§ Log all your e-mail correspondence – inbound
or outbound
§ Log your e-mails sent through Navision or sent
through Microsoft Outlook
§ Server-based solution to keep your e-mails in
their natural environment |
Outlook Client Integration |
§ Synchronize your to-dos and contacts in
Navision with meetings, tasks and contacts in Microsoft
Outlook. You can decide not to synchronize some to-do
categories, for example holidays or private appointments.
§ Receive a notification e-mail in Outlook to
inform you that you were assigned a new to-do.
§ Create, update, cancel and delete records in
one program and the other program is automatically updated
§ Gain access to contact information when you
are working offline
§ Update your information through a batch job
when you are online again |
