Marketing, Sales, Utilities

To remain competitive and profitable, it is essential for a company to identify, communicate, and track the requirements of a business partner. Customer Relationship Management (CRM) enables you to create, record, and track sales and marketing data in a flexible way. Using CRM, you can maintain information on prospective business partners as well as additional information on current business partners. Users can also 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 that must be followed. All the information is optional, which gives a free flow to use the data.

• Opportunities

  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

  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.

• Activities

  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

  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.

• Selection expressions

  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.

• Text Editor

  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.

• Reports

  You can specify reports to view user-defined data. You can print and process reports to view CRM data based on your requirements.

• Synchronizing CRM contacts and activities to Microsoft Exchange

  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.