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Sales Marketing

dynamics 365 business central sales & marketing

Sales and advertising module is designed to provide more visibility into your income and advertising approaches in addition to assist you construct a “Corporate memory” for every client and contact.

24×7 ERP is specifically designed to assist manage revenue and profits generation initiatives more effectively, sanctionative you to carry on to your existing customers yet as acquire new ones. it’s been built, keeping in mind the precise wants of salespeople and marketers in mind. Sales and promoting automation will assist you improve sales potency and implement sales methods to suit completely different markets, customers and prospects.

Features and Benefits

  • Generates forms and reports relating to enquiry, quotation, order acceptance, order acceptance approval, stores issue, delivery challans and invoice.
  • Generates varied invoices like rejection invoice, scrap invoice, spare invoice, industrial invoice, export invoice.
  • Handles pre-sales and sales activities of the organization.
  • Complete stock-to-dock chase of sales order process cycle.
  • sales department Automation – Prospect tracking through various stages, elaborated rival product data location-wise, planning selling executives’ visits, tracking expenses.
  • selling surveys for estimating demand for various products to organize a good marketing strategy.
  • elaborated Customers/ Business Partners/ Dealers info as well as bank details, TDS details, contact details and credit limit.
  • Flexibility to outline client-specific costs for product and relevancy customer half no.
  • Handles multiple dispatch location for customers/dealers.
  • Product Definition – up to thirty character user-defined product code, product category, cluster and subgroup for classification of product.
  • Complete export documentation for export adjusted companies
  • Excise details (chapter no. related to excisable products).
  • Enquiries from potential and existing customers.
  • Quotations and modifications to quotations with complete history.
  • Analysing lost jobs.
  • differing kinds of orders is generated to suit varied wants of customers.
  • Order entry for direct/scheduled/open/D3/sample orders with details for dealers, incentive percent and competition.
  • Order calculation supported value offered, discounts (line and total), excise, taxes, freight etcetera
  • Letter of credit details for association with sales orders.
  • Order amendment history.
  • Authorization of orders and invoices.
  • Order planning over a amount of your time and trailing delivery schedule.
  • Order tracking through standing and dealings reports.
  • Generation of production recommendation to set up for production supported sales orders.
  • Order process based on MRP
  • Preparation of dispatch advice.
  • Multiple dispatches against single sales order.
  • Invoice generation with advance changes – sales voucher mechanically generated in Finance
  • trailing sales returns
  • Rejection bill for rejections made towards purchases with excise consideration.
  • MIS for analysing income developments to challenge and forecast income.
  • Stock Transfer among warehouses for multi-region companies.
  • Service bill for offerings given to customers.
  • Variance reports
  • Enables pinnacle view – consolidation of income records for all toddler companies.
  • CRM integration thru Internet – posting enquiries and income orders on internet with the aid of using customers. Importing the identical into ERP after validations.