Acumens CRM Enhancements
The Acumens CRM solution enhance the Customer Relationship Management (CRM) capabilities of Microsoft Dynamics 365 Business Central. It provides features to enhance salesperson login, categorize contacts, streamline interactions and opportunities, improve sales quote processing, and enable easy email communications. It provides insights to enable data driven decision making. Acumens CRM is tailored for businesses looking to streamline and optimize their CRM processes.
Key Features and Benefits
- Role Centre: Provides better insights for data-driven decisions.
- Salesperson Login: Enables multiple users to login into Business Central using single set of login credential. A second layer of login enables users to access user specific data.
- Contact Categorization: Organize contacts into three types (leads, prospects, and customers) for better targeting and management.
- Creation of Opportunities: Allows easy creation and tracking of opportunities.
- Creation of Interactions: Simplifies interaction creation and ensures that customer communications are logged.
- Email Communication Templates: Enhance email communication with customizable templates and thus improving customer engagement and satisfaction.
- Sales Quote Enhancement: Enables quick and easy way for customer and price creation in a sales quote. Sales Quote Report has also been customized to include validity period.
