Howdy, Stranger!
Categories
- All Categories
- 73 General
- 73 Announcements
- 66.6K Microsoft Dynamics NAV
- 18.7K NAV Three Tier
- 38.4K NAV/Navision Classic Client
- 3.6K Navision Attain
- 2.4K Navision Financials
- 115 Navision DOS
- 854 Navision e-Commerce
- 1K NAV Tips & Tricks
- 772 NAV Dutch speaking only
- 615 NAV Courses, Exams & Certification
- 2K Microsoft Dynamics-Other
- 1.5K Dynamics AX
- 309 Dynamics CRM
- 109 Dynamics GP
- 10 Dynamics SL
- 1.5K Other
- 993 SQL General
- 384 SQL Performance
- 34 SQL Tips & Tricks
- 34 Design Patterns (General & Best Practices)
- Architectural Patterns
- 10 Design Patterns
- 5 Implementation Patterns
- 53 3rd Party Products, Services & Events
- 1.7K General
- 1.1K General Chat
- 1.6K Website
- 79 Testing
- 1.2K Download section
- 23 How Tos section
- 260 Feedback
- 12 NAV TechDays 2013 Sessions
- 13 NAV TechDays 2012 Sessions
CRM in Navision Attain
navi4bbch
Member Posts: 4
Hi
I'd like to know if and how can Navision Attain handle the following process:
Tracking and driving the opportunities through the sales cycle, without extensive use of reports and paper, but rather with scheduled appointments, tasks, to dos and so on, which I can see on the screen. Example:
You are the customer, I am the salesperson.
- you call me and tell me you need a solution for a problem (like you have a notebook and want to connect it to the Internet, but you don't want to use a cable for that).
- I search for your contact record, open a new opportunity and write down your problem and requirements (one notebook, internet connectivity, no cable). I also ask you some additional questions, like how fast do you need the solution, is it budgeted, do you already have an offer from another company, and so on, and I store your answer - preferably in dedicated, separated memo fields. I also give the opportunity a winning probability - let's say, 10% - first contact
- we agree about the next contact date and time, as well as other details (send you a quotation, etc.). I schedule in my agenda a call with alarm.
- I pass the problem to a tech guy (using an internal messaging system, the best one would be Navision-integrated). Based on the next contact date, I also set a deadline for the tech guy to send me his answer, and I need an alarm in my calendar about this deadline (let's say, 1 day before I promised you the answer).
- the tech guy gives me one or more possible solutions (products, services, etc. with part numbers) - either by writing this down directly into the opportunity's memo fields, and sending me a notification message ("you got the solution for your request"), or by sending the whole story via the internal messaging system. The first method is the best.
- I make a quotation for you, and email it to you (as PDF attachment). The quotation and - if possible - the email - are saved into your contact's history. I update the probability to 20% - quotation sent
- the day I promised I call you I get an alarm from my calendar. I call you, ask you about the offer and so on and further update the probability based on your feedback.
- the process goes on, with details, actions and alarms recorded in Navision, until you decide to place the order
- I need to manage daily all the cases like yours, and schedule my agenda, calls, to dos and other tasks accordingly. I don't want to have my desk full of papers and reports, but rather have a nice and clear overview on the screen. I need to easily communicate with others and get quickly answers and notifications about changes. When my boss calls me and asks me about the current status of cases and projects, I want to be able to quickly print a report and show him the forecasts for current day, week, month and quarter.
Thank you!
I'd like to know if and how can Navision Attain handle the following process:
Tracking and driving the opportunities through the sales cycle, without extensive use of reports and paper, but rather with scheduled appointments, tasks, to dos and so on, which I can see on the screen. Example:
You are the customer, I am the salesperson.
- you call me and tell me you need a solution for a problem (like you have a notebook and want to connect it to the Internet, but you don't want to use a cable for that).
- I search for your contact record, open a new opportunity and write down your problem and requirements (one notebook, internet connectivity, no cable). I also ask you some additional questions, like how fast do you need the solution, is it budgeted, do you already have an offer from another company, and so on, and I store your answer - preferably in dedicated, separated memo fields. I also give the opportunity a winning probability - let's say, 10% - first contact
- we agree about the next contact date and time, as well as other details (send you a quotation, etc.). I schedule in my agenda a call with alarm.
- I pass the problem to a tech guy (using an internal messaging system, the best one would be Navision-integrated). Based on the next contact date, I also set a deadline for the tech guy to send me his answer, and I need an alarm in my calendar about this deadline (let's say, 1 day before I promised you the answer).
- the tech guy gives me one or more possible solutions (products, services, etc. with part numbers) - either by writing this down directly into the opportunity's memo fields, and sending me a notification message ("you got the solution for your request"), or by sending the whole story via the internal messaging system. The first method is the best.
- I make a quotation for you, and email it to you (as PDF attachment). The quotation and - if possible - the email - are saved into your contact's history. I update the probability to 20% - quotation sent
- the day I promised I call you I get an alarm from my calendar. I call you, ask you about the offer and so on and further update the probability based on your feedback.
- the process goes on, with details, actions and alarms recorded in Navision, until you decide to place the order
- I need to manage daily all the cases like yours, and schedule my agenda, calls, to dos and other tasks accordingly. I don't want to have my desk full of papers and reports, but rather have a nice and clear overview on the screen. I need to easily communicate with others and get quickly answers and notifications about changes. When my boss calls me and asks me about the current status of cases and projects, I want to be able to quickly print a report and show him the forecasts for current day, week, month and quarter.
Thank you!
0