Category: Sales and Service

There are a lot of articles on the internet that tell you why CRM implementations fail, but the facts remain constant: a significant portion do.  Industry studies show that up to 63% of CRM implementations fail. So then, if you already own software that is fully integrated with your customers and your sales history, why […]

In my last blog, Managing the Success of your Campaign, I discussed using Campaigns to set prices and using Segments to provide your sales staff with a more targeted list on which to focus their efforts.  The Contacts you select for your target list are based on attributes you or Business Central has assigned. But […]

In my last blog, “Interactions, a Sales Rep’s Diary”, I discussed using Interactions to document the touchpoints you have with your Contacts.  It’s an easy and powerful way to record the interactions with your leads and clients so you don’t have to remember everything and can recall them when needed.  In prior blogs, I’ve written […]

In my last blog, “The Sales Rep’s Handbook: Opportunities and Sales Cycles”, I discussed using Opportunities and Sales Cycles as a roadmap to get you to the end of the deal.  But the roadmap is just a guide; it doesn’t close the deal. Day 1 of every salesperson’s training covers the importance of documenting your […]

In my last blog, "Adding Rocket Fuel to Your Segments in Business Central," I discussed using the Segment to pinpoint our targeted audience.  We used a combination of Segmentations assigned to our Contacts to limit our scope to those Contacts that met the requirements of our targeted audience. Now it’s time to drive your sales […]

In my last blog, “Assigning Mail Groups in Business Central”, I discussed using the Segment in a very simplistic manner.  We created a Segment, used the Value Entries to select the criteria for Contacts and assigned a Mail Group to the Contacts in the Segment. Adding Contacts But there is so much more we can […]

Segments can be simple in Business Central In my last blog, “The Contact Card in Business Central – Not Just a Depository for Names, Phone Numbers and Emails”, I discussed the six methods for segmenting in Business Central from the Contact Card. Now that you’ve started capturing the contact information that’s crucial for successful marketing, […]

In my last blog, “The Great Debate: Who owns the information on the Customer Card in Business Central?  Accounting or Sales?”, I encouraged organizations to take an extra step with their Marketing Setups.  https://getyournewview.com/enabling-multiple-contacts-with-marketing-setups-in-business-central/ If you’ve now accepted the Contact on the Customer Card is property of the Accounting Department and you’ve let your sales […]

Since I started using Microsoft Dynamics NAV in 1999 (then called Navision), I have always been an advocate of getting more out of your investment in the software.  With each new release, from Navision to Microsoft Dynamics NAV, to Business Central, there are always new features that need to be explored and implemented.  When I […]