Powerful CRM web application interacting with Microsoft Dynamics AX 2009 and AX 3.0.
Our CRM application provides the following main features:
- Scope limited to the sales person signed-in
- Key Account Manager can see all data related to her/his sales persons
- Add, modify and browse business relations
- Maintain contact data
- Store sales activities and reminders
- Look for sales prices, discount, miscellaneous charges specific to business relation
- Browse historical orders of business relations belonging to sales person
- Create and print Quotes specific to business relation
- Synchronize MS Outlook Appointments with sales person's activities
Though CRM applications are supporting tracking of user activities, as long as related information is kept within the boundaries of the application it has less meaning to the user. The capability of synchronizing our activities with external Calendar tools like the one in Microsoft Outlook seems inevitable these days.