Business Transformation Scorecard™ - Sales and Marketing

Curious how much of your BC / NAV system you’re not using? See for yourself!

Instructions: Please select Yes or No for each question. When done, click “Evaluate" to receive your score and ranking via email. Please note your responses are not saved until the end.

Contacts and Customers

Are you...

  Using Contacts?

  Automatically transferring Contact data from a Lead to a Customer?

  Tracking customer profile data via Questionnaires?

  Precluding salespeople from editing Customers?

  Using Workflows and Approvals when authorizing new customer accounts?

  Using Workflows and Approvals to authorize setting initial credit limits?

  Using Workflows and Approvals to authorize overriding existing credit limits?

  Equipping the sales team to view Customer information on their phones?

  Connecting Microsoft Teams with Business Central to leverage access to Contact / Customer / Item information?

Sales Process

Are you...

  Tracking Contact / Customer touchpoints via Interactions?

  Attaching emails to the related Contact / Customer records?

  Using Segments to create target lists for the sales team?

  Leveraging Sales Cycles for managing your sales team’s processes?

  Using Opportunities to prioritize sales team activity?

  Using the Sales and Relationship Manager Role Center to track stale opportunities?

  Using Role Center Cues to display sales related status and prioritize activity?

Simplifying Quotes & Orders

Are you...

  Using Quick Entry to streamline Sales Quote and Order entry?

  Converting Opportunities to Sales Quotes to avoid re-entering information?

  Using Make Order function to convert the Sales Quote to a Sales Order automatically?

  Using Copy Document to create a reusable Sales Quote template?

  Using the Sales Price Worksheet?

  Using Recurring Sales Lines?

Managing Quotes & Orders

Are you...

  Establishing and tracking Sales Quote expiration dates?

  Tracking versions of Sales Quotes?

  Sending Sales Quotes from Business Central via email?

  Able to create a Sales Quote directly in Outlook?

  Using Workflows and Approvals to review Sales Quotes?

  Using shipment dates on Sales Orders to accurately predict demand?

  Limiting the ability for salespeople to change payment terms on Sales Orders?

  Automatically generating approval requests for price changes?

  Equipping the sales team to create and send a Sales Quote on a tablet / phone?

Marketing

Are you...

  Using Campaigns to drive marketing efforts?

  Attributing and tracking sales related to Campaigns?

  Executing campaigns with preset price discounts specific to certain Customer Segments?

Reporting

Are you...

  Using Sales Cycles to calculate pipeline value, status, and probabilities?

  Able to quickly identify your top X customers by revenue?

  Tracking wins and losses for Opportunities and Sales Quotes?

  Tracking sales pipelines for your company, by team, and by salesperson?

  Using Power BI to customize charts on the sales team’s Role Center?



Your score:

Your Business Transformation Scale™ rank:

Thank you for completing the Business Transformation Scorecard™! To receive your score and results, please complete the form below.

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  • For a controller with limited exposure to NAV, I cannot fathom a more meaningful investment of time. The course is robust and the materials covered extremely comprehensive. You will be more than satisfied with the experience. Brilliant instructors.
    Scott Hulme
    Nature Fresh Farms
    They put on a phenomenal course that is both engaging and informational. I learned tons of simple tips and tricks to improve efficiency and had the opportunity to practice new concepts with hands on time during the class. I loved hearing their experiences and learning best practices that I can now apply in my company.
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    Barkley Company
    Navision is a powerful software for capturing data. This class is one of the ways to understand how to collect, manage and report on the data most effectively. Why try to learn it on your own when you can take advantage of their knowledge?
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    Sun Valley Rice
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    Maxilift
    This course is a must for those new to NAV or new in a Controllers role. The hands on learning and collaborative networking environment with fellow users is essential to teach you the “small stuff” that can make a big difference in your productivity. Many of us have had little or no training, so this enables us to utilize and harness the system and take advantage of the reporting and analytical tools available. The class introduces you to many things you didn’t know you didn’t know about Nav. Whether a new user or seasoned veteran, there will be useful takeaways from the course.
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    Andy Gump
    For any Controller using NAV, if you are in the process of converting to NAV, if you’re new to NAV or if you’ve been using NAV for a while, this is the class for you. They will either reinforce what you already know but more likely show you things that you don’t know, point out things that you should be doing and things that you shouldn’t be doing. I highly recommend this class.
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    Rava Ranches
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    Sun Valley Rice
    This course was fantastic for me as a new NAV user, but the whole group seemed to get a lot of best practices and ways to improve their existing systems. They are great instructors!
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    Terso Solutions
    And lastly, YOUR class on schedules has made ME look like a hero. Running month end reports in Jet used to take 2-3 hours and the owner hated the way they looked. Running 6 schedules (CM, YTD, PM, PYTD, Budget CM and Budget YTD) takes about 10 minutes and it’s formatted EXACTLY the way the owner wants – and has wanted for 10 years. And I add ad hoc reports all the time – I LOVE schedules so thank you for making them so easy to understand.
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    World Emblem
The experts at New View Strategies are experienced Dynamics NAV and Business Central trainers and business process consultants who have walked in your shoes as former Corporate Controllers, Directors of IT, and Solution Architects, and believe increased utilization of your business systems is critical to the continued success of your company.
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