Contacts and Customers

Are you...

Yes No   Using Contacts?

Yes No   Automatically transferring Contact data from a Lead to a Customer?

Yes No   Tracking customer profile data via Questionnaires?

Yes No   Precluding salespeople from editing Customers?

Yes No   Using Workflows and Approvals when authorizing new customer accounts?

Yes No   Using Workflows and Approvals to authorize setting initial credit limits?

Yes No   Using Workflows and Approvals to authorize overriding existing credit limits?

Yes No   Equipping the sales team to view Customer information on their phones?

Yes No   Connecting Microsoft Teams with Business Central to leverage access to Contact / Customer / Item information?

Sales Process

Are you...

Yes No   Tracking Contact / Customer touchpoints via Interactions?

Yes No   Attaching emails to the related Contact / Customer records?

Yes No   Using Segments to create target lists for the sales team?

Yes No   Leveraging Sales Cycles for managing your sales team’s processes?

Yes No   Using Opportunities to prioritize sales team activity?

Yes No   Using the Sales and Relationship Manager Role Center to track stale opportunities?

Yes No   Using Role Center Cues to display sales related status and prioritize activity?

Simplifying Quotes & Orders

Are you...

Yes No   Using Quick Entry to streamline Sales Quote and Order entry?

Yes No   Converting Opportunities to Sales Quotes to avoid re-entering information?

Yes No   Using Make Order function to convert the Sales Quote to a Sales Order automatically?

Yes No   Using Copy Document to create a reusable Sales Quote template?

Yes No   Using the Sales Price Worksheet?

Yes No   Using Recurring Sales Lines?

Managing Quotes & Orders

Are you...

Yes No   Establishing and tracking Sales Quote expiration dates?

Yes No   Tracking versions of Sales Quotes?

Yes No   Sending Sales Quotes from Business Central via email?

Yes No   Able to create a Sales Quote directly in Outlook?

Yes No   Using Workflows and Approvals to review Sales Quotes?

Yes No   Using shipment dates on Sales Orders to accurately predict demand?

Yes No   Limiting the ability for salespeople to change payment terms on Sales Orders?

Yes No   Automatically generating approval requests for price changes?

Yes No   Equipping the sales team to create and send a Sales Quote on a tablet / phone?

Marketing

Are you...

Yes No   Using Campaigns to drive marketing efforts?

Yes No   Attributing and tracking sales related to Campaigns?

Yes No   Executing campaigns with preset price discounts specific to certain Customer Segments?

Reporting

Are you...

Yes No   Using Sales Cycles to calculate pipeline value, status, and probabilities?

Yes No   Able to quickly identify your top X customers by revenue?

Yes No   Tracking wins and losses for Opportunities and Sales Quotes?

Yes No   Tracking sales pipelines for your company, by team, and by salesperson?

Yes No   Using Power BI to customize charts on the sales team’s Role Center?