Customer Care
Sales and Marketing
Drive effective and successful customer care activities with familiar, innovative tools available in DealershipDynamics.
Equip people in your organization to efficiently manage contacts, opportunities, and campaigns while building customer relationships that help drive sales and encourage loyalty. Sales and marketing in DealershipDynamics can help you focus your energy on profitable prospects and customers by taking advantage of connected information and processes and rich integration with Microsoft Office system programs.
Key Benefits
- Stay connected and gain mobility. Create and manage detailed contact information and relevant activities directly within Microsoft Office Outlook—in the office, on the road, or while working offline—and then synchronize information with Microsoft Dynamics NAV.
- Keep customer information at your fingertips. Maintain an overview of your contacts, define individual customer profiles, and easily access specific contact information.
- Work smoothly with Microsoft Office programs. Transform information into opportunity. Identify opportunities and structure and track sales cycles with rich customer information management and reporting capabilities.
Key Features
- Outlook Integration: Work more productively when you can manage contacts, tasks, and team information directly within Outlook. One-time data entry enables users to create, update, cancel, or delete records and custom forms in Outlook or Microsoft Dynamics NAV and then synchronize information for real-time accuracy.
- Contact Management: Maintain overviews and classifications for contact companies and individual contacts from within Microsoft Dynamics NAV or Outlook. Define contact records and customer profiles based on specific criteria. Easily retrieve information related to a contact—such as an opportunity, an address, or a comment—using fuzzy logic search capabilities.
- Task Management: Create and assign tasks in either Sales and Marketing or Outlook. Automated reminders and alerts help ensure tasks are completed on time.
- Opportunity Management: Define and analyze specific customer and contact information to help take advantage of sales opportunities, monitor the sales pipeline, and track and structure the sales cycle.
- Customer Interaction Log & Document Management: Log all customer-related interactions, including calls, meetings, correspondence, or activities performed in other application areas. Attach documents and other files to relevant records and track all files.
Business Notification
Business Notifications in DealershipDynamics makes managing your business more easy and effective.
Business Notifications empowers your people to efficiently manage your supply chain processes and respond quickly to shipment delays, order changes, and low inventory. You can send e-mail alerts to employees, vendors, customers, and partners so they can identify and address business-critical issues as they occur—and before they become problems.
Key Benefits
- Gain insight into the supply chain workflow. Set up alerts and notifications to let you know when goods are delivered, adjustments are made to a bill of materials, or a crucial stock item is about to run out.
- Increase your efficiency. Focus on job-critical information by setting notifications to alert you about events important to your work, and direct automatic notifications to partners and employees.
- Improve financial management. Schedule alerts to notify you as you reach important milestones or limits so you can manage finances strategically.
- Stay on schedule and minimize delays. By having insight into business-critical events from anywhere within your organization, you can identify issues and work proactively to resolve them before they become problems.
Key Features
- Easy Access to Data: Replace paper-based reporting to monitor data and generate notifications—you can receive alerts about critical values and events in any area of your business. Alerts and notifications can be delivered as e-mail messages directly to your inbox.
- Customizable Notifications: Business notifications are easy to customize and configure, and can be set up in just a few steps.
- Subscription Management: Easily subscribe to the notifications that are relevant to you. When you no longer need a notification, you can simply unsubscribe.
Self Service Web Portal
Give your Customers easy access to the critical business information they need.
DealershipDynamics makes it easy for your customers to access real-time business information through authorized and secure self service web portal access. Self service portal saves your customers – and you – time by giving them instant access to real-time data to view, report or request information at their convenience. This improves overall customer experience and satisfaction that translates into increased business.
Key Benefits
- Empower your Customers: Provide your customers with unprecedented control over their purchase decisions, real-time access to such data as order and account status, equipment cost reports and rental equipment status and requests, driving more return visits and greater customer loyalty.
- Open for business 24/7: Provide instant information anytime and anywhere, while also providing cost-effective customer self-service options to your customers.
Key Features
- Customized Content: Modify content enabling you to create a true one-to-one marketing platform, letting you publish information and customer requested information.
- Save Time & Money: Improve customer service but reduce the time required for your staff to handle routine requests.
- Customer Convenience: Customers can obtain information at anytime.
- Increase Productivity: For every request a customer can conveniently obtain themselves is one less task that an employee needs to spend the time to complete
Finance Management »
Business Management »
Management Essentials »
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