| | Marketing, Sales, UtilitiesTo remain competitive and profitable, you must identify,
communicate, and track the requirements of business partners. In CRM, you can specify and
track sales and marketing data in a flexible way. You can specify information
on prospective business partners, maintain additional information on current
business partners, use opportunities to record and monitor sales potentials,
and create, schedule, and report on various sales and marketing activities.
Contacts and activities can be synchronized between CRM and Microsoft
Exchange. CRM does
not have a set of mandatory steps. All information is optional. You can use opportunities to record and monitor sales
information related to a business partner for the purpose of selling a product
or service to this business partner. Because a sales quotation can be generated from an opportunity, an opportunity can be
the basis for product offerings to a business partner. Project pegging in Sales includes the pegging of project costs for sales
order lines and sales quotation lines. If project pegging is required for an
item, you can optionally link a peg to
an opportunity's item. You can use activities to schedule for business objects
(business partners, contacts, opportunities, or other activities), and to track
the progress of these activities. An activity is an appointment, call, task, mailing, or e-mail that must be created or executed by a user and that is registered in LN. Activities
include, for example, phone calls, mailings, visits, and surveys. Letters to business partners and mass mailings are common
marketing activities. In CRM, you can create, save, and modify letters. You can use
the mail merge functionality to print a generic letter that contains specific
business partner information. You can export letters to other word processing
programs to use functionality such as spell checkers. You can use selection expressions to specify search criteria to
create a target group. This target group can be used to specify who to include
in a particular action. Selection expressions are used to create targeted
ranges for opportunities, global additions of attributes and activities,
letters (mail merges), and reports. If you create a letter or a selection expression, you can use
the Text Editor to specify the actual layout of the letter or to specify an
expression. You can specify reports to view user-defined data. You can
print and process reports to view CRM data based on your requirements. Contacts from LN can be
synchronized to Microsoft Exchange. Activities with the Call or Appointment types can be synchronized as calendar events
between LN and
Microsoft Exchange. Calendars are synchronized in both directions.
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