Build partner relations with CRM for Dynamics NAV
Good customer and partner relations are essential for maintaining and developing a business. The more structured your contact and follow up processes, the more you will gain.
CRM (customer relationship management) solutions from EG make your contact and follow-up processes simple and manageable. They add structure and focus to your sales efforts and strengthen your customer relations.
EG offers two CRM solutions for Dynamics NAV users:
CRM for Dynamics NAV: Uses standard Dynamics NAV functionality to support your sales process – from lead registration to campaign and quotation management.
Everything you need in Dynamics
NAV When your CRM system uses the same database as the company's ERP system, you avoid maintaining data in two systems.
With CRM embedded in Dynamics NAV, you can make full use of your existing ERP data. You can, for example, use your sales history to segment your customers, or use real-time pricing data in proposal preparation and quotation management.
One solution to meet your changing needs
You can continuously adapt the CRM solution to meet your lead and campaign management requirements, and replace multiple, isolated systems with a single company-wide CRM solution.
Expand your business with E-commerce for Dynamics NAV
Is your company making good use of technology to increase your turnover? Find out how to expand your business with a webshop that is integrated with your Dynamics NAV solution.
EG's e-commerce solution will help make you more competitive by raising your market profile, increasing your market share and automating key areas of customer service and order management.
The solution offers you:
- Increased turnover
- Administrative cost savings
- Process optimisation
- Online marketing
- Sales to new target groups.
With full integration between the webshop and Dynamics NAV, you only need to maintain data one place, so implementation and daily maintenance are simple.
The solution is based on ExpandIT Webshop, which has already been implemented in more than 550 companies, and includes solutions for business-to-business as well as business-to-consumer trade.
Save time and resources on Payroll for Dynamics NAV
Payroll for Dynamics NAV is a complete, integrated payroll system that meets the demands of national legislation and manages all relevant processes related to employee payroll.
New capabilities for your payroll processes:
- HR systems: Including assistance with solution set-up and maintenance
- Time registration: Integrated with Payroll to ensure that accurate clock- in/clock-out data are always transferred to the payroll system.
Faster processes, no mistakes with Barcode/warehouse for Dynamics NAV
Extend your standard warehouse, logistics and quality control functionality and use wireless terminals to drive all essential warehouse optimisation processes.
The online solution works with wireless, hand-held terminals to capture and provide real-time, accurate data to help ensure:
- Faster picking and no mistakes
- Fewer incorrect deliveries to customers
- Efficient receipt of goods with variance management
- Streamlined stocktaking processes.
The solution covers the entire warehouse process from reception of goods, picking and transfers to stocktaking.
Manage foreign currency reserves with Currency Management for Dynamics NAV
Currency management keeps you up-to-date with your company's foreign currency reserves. The solution includes a number a functions that will make your work with currency more manageable.
EG's currency management solution for Dynamics NAV provides a clear, up-to-date and precise overview of your company's foreign currency balances, and offers:
- Flexible tools for exchange rate adjustments
- Automatic posting of exchange rate differences as unrealised gains/losses
Financial controlling and reporting with a full audit trail
Simple, flexible reporting.
Maximise cash flow with Collection Management for Dynamics NAV
Streamline your invoicing and payment-collection processes, automate slow, manual procedures and reduce the risk of errors.
EG’s Collection Management module facilitates your invoicing and collection processes and offers:
- Streamlined and simple, automated processes
- Fewer manual payments, faster reminder procedures
- Improved liquidity management
- Automatic collection of payments on the due date.
Streamline your approval procedures with Invoice scanning for Dynamics NAV
Manage all your invoice registration, approval and archiving needs in one place. And never waste time searching for missing invoices again.
Save time and resources by scanning invoices and documents and sending them to relevant employees as part of your approval workflow. Key benefits include:
- Invoice interpretation – including automatic retrieval of supplier information
- Support for multiple approvers/workflows
E-mail notifications to employees
Automatic posting in your financial system.
Nye muligheder med SharePoint-integration til Dynamics NAV
EG has strong SharePoint skills and has developed a number of turnkey SharePoint solutions with Dynamics NAV integration. Integrations include:
- Document management
- Time registration and invoicing online.
Create documents from Dynamics NAV or SharePoint, and view all your correspondence directly from your administrative system or via your SharePoint portal.
Outlook e-mails can also be copied to SharePoint, providing a complete overview of all correspondence.
Time registration and invoicing online
Information is retrieved from – and saved directly to – the administrative system. A standard solution that is simple and cost-effective to implement and commission.