Sales and Marketing in Microsoft Dynamics AX delivers powerful, integrated customer, sales, and marketing management capabilities that can help your people build and strengthen customer relationships and increase sales.

With insight into business and customer information, you and your staff can proactively manage relationships and provide fast, informed answers to queries. Make smart marketing decisions, plan effective campaigns, and strategize for the future by analyzing individual and consolidated data on all business contacts to create precise target groups.

Specialized sales and marketing Role Centers help organize relevant tasks, information, and tools so people manage their work easily. For example, sales managers can quickly find, visualize, and track key sales data, such as leads; wins and losses; and strengths, weaknesses, opportunities, and threats (SWOT) using RoleTailored reports and customized performance scorecards. Sales representative Role Centers display sales flow information, such as outstanding sales quotations, current offers, activities, and forecast data with links to related documents.

Alerts help your people keep on track, while links to familiar business productivity tools they already use, such as Microsoft Office Outlook® and Microsoft Office Excel®, empower them to work productively.

Benefits of Microsoft Dynamics AX Sales and Marketing (CRM):

Improve customer relationships.

Get a real-time view of customer and prospect data with the ability to define relationships and track correspondence, phone logs, and automatically generated activities. Take advantage of that information to strengthen customer relationships.

Increase sales force productivity.

Identify and seize important sales opportunities with access to integrated sales information, and evaluate sales activities against the profitability of each segment or customer. Effectively manage your sales pipeline for increased closure rates.

Plan effective campaigns.

Simplify campaign planning, execution, and analysis by leveraging rich ERP data with definable processes that increase effectiveness and help control costs by measuring the success and profitability of each campaign.

Optimize sales by managing sales and marketing activities together.

Gain insight into customer needs, improve lead generation and qualification, and improve sales performance by combining sales and marketing information.

Microsoft Dynamics AX Sales and Marketing (CRM) Features:

  • Sales Force Automation
  • Sales Management
  • Lead Management
  • Opportunity Management
  • Vendor Self-Service Portal
  • Marketing Automation
  • Account Management
  • Case Management
  • Telesales / Telemarketing
  • Role Centers