Fully integrated
Useful Tips and Tricks for Users Ensure a smooth
Sales Process
Sales in Business Central supports you in the efficient management of your sales process - from sales quotes and orders to invoicing and payment. In addition, you always have access to your customer data and sales performance data and can also seamlessly collaborate with other business divisions.
Sales in Dynamics 365 Business Central: important Functions and Features
Business Central allows you to manage your customer data - including contact details, payment terms, sales history and customer groups. The duplicate check helps you to avoid misleading duplicate records and allows you to merge them if necessary. This makes it easier for you to communicate with your customers and serve them effectively.
Your shipping agents can also be managed on a separate page: you can store information such as the transport types or the package tracking URL.
Business Central supports you in creating quotes and converting them into orders. You can use specific prices, discounts and delivery terms. Once a quote has been accepted, you can convert it into an order to follow the sales process.
You can generate invoices automatically from orders, set payment dates and track payments received. You can also send your electronic invoices virtually at the touch of a button. Shipments can be combined on a single invoice .
The creation of segments in Business Central is useful, for example, if you want to send newsletters that are only addressed to certain contacts. You can easily create and send letters for specific target groups and categories in your contact database using customizable templates and the “Microsoft Office Word Mail Merge Feature”.
You can access real-time data on stock levels, order status and financial data at any time. You can also create sales and profitability analyses using customizable reporting options via Microsoft Excel or SQL Server Reporting Services.
Your Benefits 💪
Efficient Sales Process
As you have real-time data in Business Central and some processes can be automated (for example invoicing), your entire sales process becomes more efficient. You save time and human resources that would be responsible for carrying out the processes manually.
Simple and clear Management of your Contact and Shipping Agent Data
You have an overview of all your contact data at any time, so you can manage your contacts easily and efficiently. Annoying duplicate data records can also be easily avoided with the duplicate check.
Stronger Relationships with your Customers
You can use your database to strengthen your relationships with your customers in the long term, as individual groups can be addressed in a much more targeted manner using segmentation. You can also create opportunities for cross-selling, upselling and reselling.
Increased Customer Satisfaction
A positive aspect of improved customer service: you are able to fulfill your customer’s wishes faster and better so that they become even more satisfied.
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