Using the Built-in CRM Functionality in Business Central
This event is eligible for CPE Credit only~
Course Description:
Many companies implement Business Central without knowing there is CRM functionality within the product. This session will provide a brief overview of the setups and then dive into the functionality. Interactions allow you to track all correspondence with your prospects, customers, and vendors. Segments allow you to pinpoint your contacts for additional communications. Opportunities allow you to build your pipeline, provide guidelines for managing the pipeline and view the progress of the opportunities in the pipeline. We will also discuss and demonstrate how this functionality is not just for the sales staff. Are you utilizing all this? Join this session to see how you can take advantage of the functionality you already own.
Learning Objectives:
Identify the core CRM features built into Business Central, including Opportunity Management, Interactions, Segments, and Campaigns.
Demonstrate how to use Opportunity Management to track and evaluate pipeline progress for improved sales oversight.
Apply Interaction Tracking to document and retrieve communications across teams, enhancing organizational visibility and coordination.
Use Segments and Campaigns to target and execute communications and marketing efforts within Business Central.
Using the Built-in CRM Functionality in Business Central (NASBA/CAE/CPE Course Credit Information)
As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.
U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
(National Registry Sponsor Nr: 138278)
