Marketing Campaign Module for Business Central

Extend the capabilities of Dynamics 365 Business Central to manage campaigns, leads and customer communications - all in one system.

Our proprietary solutions

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Marketing Module - CRM

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In response to the growing needs of sales and marketing departments, we are extending the functionality of the Microsoft Dynamics 365 Business Central system with modern CRM tools, enabling comprehensive customer relationship management and marketing automation.

The new capabilities include, among others: management of email campaigns, full history of customer contacts, handling of leads and sales opportunities, customer segmentation, as well as automation of marketing communications. This makes Business Central not only an ERP system, but also a customer experience management center.

Are your marketing efforts scattered?

Many companies lack consistency between sales and marketing activities.

Customer data is scattered between systems, campaigns are run in separate tools, and contact history gets lost in email inboxes.

  • There is no central place to manage customer communications

  • Sales and marketing are working on different sets of data

  • There is no clear insight into what worked and what didn’t

  • Lead drops into the company and…. gets lost somewhere along the way

Effect?

  • Low campaign effectiveness

  • Wasted lead potential

  • Loss of control over the customer path

Benefits for your company:

  • Schedule and send mailing campaigns directly from within ERP
    Create, personalize and send email campaigns to relevant customer groups – without the need for external tools.

  • Track the history of customer interactions in one place
    Access to the full history of communications, offers, orders and marketing campaigns allows you to better understand your customers’ needs and respond faster to their expectations.

  • Effective audience segmentation and targeting
    Create advanced segments based on transactional data, industries, location or customer activity – and deliver tailored messages.
  • Common knowledge base for sales and marketing departments
    Unifying information in a single system improves team collaboration and enables consistent efforts aimed at increasing sales and building customer relationships.
  • Automate your marketing communications
    Set up scenarios for dispatches, follow-ups and notifications so that your customer communications are always timely, contextual and properly scheduled.

Who is this solution for?

When is it worth implementing our CRM-marketing for Business Central?.

  • When you are already using Business Central, but you lack marketing tools

  • When you want to better track your contact history and sales funnel

  • When you run mailing activities in separate systems

  • When you want automation and better collaboration between sales and marketing

FAQ

Proprietary CRM and marketing extensions for Microsoft Dynamics 365 Business Central

What does expanding Business Central to include CRM and marketing functions entail?

We add features to Business Central to support customer relationship management and marketing communications – including integration of mailing campaigns with CRM, contact history, lead management, customer segmentation and marketing automation.

What are the benefits of this solution?

The ability to create and send email campaigns from within the ERP, easy access to customer contact history, precise segmentation of recipients, and better collaboration between sales and marketing.

Can email campaigns be sent directly from Business Central?

Yes – our extension allows you to create email campaigns and send them directly from the ERP system, including segmentation, personalization and scheduling.

How does CRM integration with mailing campaigns look like?

The connection makes it possible to track customer interactions with campaigns (opens, clicks, responses), as well as to use CRM data to target and automate mailings.

Is this solution tailored to my company's needs?

Yes – we analyze the needs of your team, customize the configuration of the tools and implement only those features that realistically support sales and marketing in your organization.

What does the implementation process look like?

We start with process and needs analysis, then design the solution concept, implement the modules and provide training for the team. We also offer post-implementation support and function development.

Do you also offer CRM and automation training?

Yes – we organize end-user training and webinars on CRM, communication automation and customer segmentation.

Can you create custom automation scenarios?

Yes – we prepare customized communication automation scenarios, such as follow-ups after meetings, reminders, recurring newsletters and others depending on customer activity.

Przetestuj nasze rozwiązania lub zamów ofertę!

Is your company interested in cooperation?Contact us!

17 741 53 50

SOLIDEXPERT INNOVATION Spółka z ograniczoną odpowiedzialnością
ul. Gabrieli Zapolskiej 44, 30-126 Kraków
fax. 17 741 53 50, biuro@innovation-se.com
REGON: 368027904, NIP: 6772423873

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