Learm more about Navision Attain for CRM
Navision Attain CRM - Marketing & Sales
Bring Value to All of Your Business Interactions with Navision Attain
Contact Management
- Maintain an overview of contacts
- Automatic alerts notify you if you reenter existing contact information
- Categorize contacts based on profiling questions
- Personalized approach to contacts
Task Management
- Organize campaign, marketing and sales tasks
- Create to-do lists
- Assign tasks to other users or teams of users
- Create activities composed of several to-do's
Contact Classification
- Classify contacts into different categories
- Tailor marketing messages to suit individual customer needs
- Automatically group contacts into different classes based on specified criteria such as revenue
- Store crucial information for campaign planning, targeting contacts, and streamlining sales and marketing messages
Campaign Management
- Organize campaigns based on segments
- Segment your contacts based on specific criteria such as sales, contact profiles and interactions
- Reuse segments to specify whether they are to be updated every time new contact information is entered, or to 'freeze' the group for follow-up activities, such as direct mailing
- Mail merge segments with a Microsoft Word document
Document Management & Interaction Log
- Log the interactions with contacts, such as telephone calls, meetings or letters
- Save documents used in interactions with the relevant contacts
- Record interactions, including e-mail correspondence, telephone calls, invoicing, reminders or services
- Maintain accurate and up-to-date accounts of all interactions with contacts
- Call contacts directly from the contact card using TAPI-compliant telecom devices
Opportunity Management
- Keep track of sales opportunities
- Plan ahead using the pipeline overview tool
- Section the sales process into different stages
System Requirements
Navision Attain supports graphical 32-bit technology and genuine client/server, multi-tasking environments. The following operating systems are supported:
- Client 32-bit: Windows 2000, Windows NT and Windows 98
- Server 32-bit: Windows 2000, Windows NT, Windows 98, HP UX, IBM AIX, SINIX