Business Central / NAV UG
Experts:
CRM Options for BC
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CRM Options for BC
We are currently looking into a CRM tool and I’m curious what some of you are using for this. Anything to consider while we look for a solution? Our sales team has never had a CRM and are very “old school” guys…
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2 Replies
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What kind of things are you looking to do with a CRM? BC actually supports a lot of the basic functions of CRM systems. I would look to see what you can leverage with OOB BC first, especially if your team is ‘Old School’. A lot of CRM deployments fail due to user adoption of the ‘new’ system, and better to find out before you spend a lot of time and money if the team will take to it. We use a highly customized Dynamics 365 CRM/Dataverse for our sales and operations teams, and have built a lot of our own integrations. We’re new to BC and are just exploring some of the CRM functionality for the accounting / finance / collections teams, but it seems to have all the objects you need like contacts, leads, opportunities, campaigns, etc. Here’s a quick link I found to some of the BC features: https://learn.microsoft.com/en-us/dynamics365/business-central/marketing-relationship-management
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@Ryan Boyce – BC CRM (Marketing and Relationship Management) is a great starting point for ‘old school’ beginners. It provides the following features:
1. Salespeople/Teams
2. Tasks/To-Do’s
3. Opportunities
4. Contacts
5. Campaigns
6. Questionnaires
Consider going into a Sandbox and trying it out. If you need more direction or want a demo, feel free to reach out.
Thanks,
Steve
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