1. NAV Relationship Management vs. Dynamics CRM

2. #NAVUGforum Agenda Functional and Technical Differences Tour NAV Relationship Management Tour Dynamics CRM Q & A

3. #NAVUGforum What do people mean by Customer Relationship System or CRM? Contact Management: static details such as name, address, contact preferences Sales Force Automation: process management such as interaction notes, forecasts, pipeline management and quote production Marketing Information Systems: segmentation and campaign tools including campaign budgets, i.e. Service Management: Contract management and call logging / progression

4. #NAVUGforum Dynamics NAV has had basic Contact Management since version one was released in the early 1990s. Initially this was the ability to hold multiple contacts against a customer, prospect or supplier and the ability to convert a prospect to a customer (or supplier) record. Over time this evolved to support Sales Force Automation (quote production, pipeline management, forecasting etc) and Marketing Information Systems (campaign management, segmentation etc.).

5. #NAVUGforum Microsoft Dynamics CRM was first released to market in 2003 and has grown rapidly, partly due to ease of adoption (low entry price and integration with Outlook client being key factors to its success).

6. #NAVUGforum NAV Relationship Management

7. #NAVUGforum Dynamic CRM

8. #NAVUGforum

10. Overview

11. #NAVUGforum Overview

12. #NAVUGforum A campaign is any sort of activity that involves a number of contacts. It can be anything from sending out catalogs and special offers to organizing a special event (in this case the contacts might be both vendors and customers). You can record contact responses to campaigns as interactions. Before using campaigns, you must set up campaign status codes. Then these codes can be assigned to campaigns and thus facilitate managing the campaigns. Click Departments > Administrations > Application Setup > Sales & Marketing > Marketing, and under Lists, click Campaign Status.

13. #NAVUGforum Segments are groups of contacts selected according to specific criteria. You can set up segments if you want to select a group of contacts, for example, from the same the industry, or according to the business relation you have with the contact, or the interactions you have had with the contact, and so on. You can also create segments for working with campaigns or for other purposes. You use segments to create interactions, such as mailings.

14. #NAVUGforum Q & A

15. #NAVUGforum Thank You!