S4 EP08 - ​​Integrating CRM and Relationship Management in Business Central

<p><span style="font-weight: 400;">Have you looked at the customer relationship management (CRM) capabilities of Business Central?</span><strong> </strong></p> <p><span style="font-weight: 400;">Consultant, Trainer, and fractional CFO/Controller Robb Delprado advise BC users to consider the following concerns before spending money on new licenses and using new software with the sales staff before integrating an additional CRM program with your BC solution. </span></p> <p><strong>Essential points covered in this episode:</strong></p> <p><span style="font-weight: 400;">✔️ Consider what extra functionality are you getting out of CRM that you can't get out of Business Central's relationship management?</span> <strong>Be ready to spend money on new licenses and use new software with your sales staff. </strong></p> <p><span style="font-weight: 400;">✔️</span> <strong>Maximizing Contacts.</strong> <span style="font-weight: 400;">Who are you placing the order with, and then who does the bill go to? Who are you shipping to, and who will receive the products? These are great little functionalities that give you many advantages.</span> <span style="font-weight: 400;">Remember, when you talk to either the customer or the vendor, you're actually talking to people, and they feel like you have a better relationship with them.</span></p> <p><span style="font-weight: 400;">✔️</span> <strong>Save money and keep processes simple because they're inside the single BC system.</strong> <span style="font-weight: 400;">You can choose to integrate with a more expensive, more feature-rich product like CRM with your BC/NAV solution. But why do that if all the functionality you already need is in the software you already have?</span><em><span style= "font-weight: 400;"> </span></em></p> <p><span style="font-weight: 400;">✔️</span> <strong>If you're using the contacts in Business Central, you can actually pull sales history directly into those segments.</strong> <span style= "font-weight: 400;">Features in the Sales & Marketing aspect of your