Advanced CRM Extension (ACE) for Business Central
Advanced CRM Extension for advanced CRM/ Sales functions in Microsoft Dynamics 365 Business Central
Unlock the Full Potential of your built-in CRM in Microsoft Dynamics 365 Business Central for your Sales and Marketing Team (see demo below)
The Advanced CRM Extension for Business Central (Endeavour ACE) is a cost-effective collection of advanced capabilities designed to enhance your CRM experience for sales, marketing, and accounting departments. Endeavour ACE extends Business Central's out-of-the-box CRM capabilities with a range of advanced features:
- Custom Role Centers: Allows you to create distinct views for Sales Leaders and representatives, ensuring process management for each team member and an overall team performance review.
- Sales Tracking: Monitor Sales Rep performance, client engagement, and completed tasks.
- Lead Management: Organized fields for leads, opportunities, and sales contacts, with a proactive task management checklist to ensure process compliance.
- Timeline: Track email and engagement within the contact card.
- KPI Tiles: Pre-build dashboards for a visualization of performance, forecast, and pipeline review.
- User-friendly Integrated Email: Email from within the Contact Card.
- Estimates and Quotes: Create custom estimates and quotes with the ability to convert them into Sales Orders.
Endeavour ACE demo for Business Central CRM
- (35:35 min)
Endeavour ACE - A Day in the Life of a Sales Rep. - (4:38 min)
Steve Ewing
Vice President - ERP, CRM & CloudContact Steve and his team to talk about your Business Needs.
"Let's find a fit between your needs and our Professional Services for Microsoft ERP, CRM & Cloud solutions."
1 (888) 257-3577 x 213
sewing@endeavoursolutions.com