CRM

Overview of Bevica CRM in Business Central, including contacts, campaigns, segments, tasks, opportunities, and Outlook/Teams integration.

The relationship management features of Bevica help you record and manage all your business partners. With these features, you have access to information so you can better understand your Customers, Vendors and Prospects.

Good sales/purchasing and marketing practices are all about how to make the best decisions at the right time. Business Central provides an overview of your contact information so that you can serve your current and prospective customers more efficiently and increase customer satisfaction.

Prerequisites

Customers and Vendors setup.

Marketing Setup page populated as required.

CRM Features

Contacts	Contacts form the basis of CRM. They represent any name and address you want to store within Bevica. They can be linked to Customers, Vendors or be standalone entities. More information: Managing Contacts
Contact Classification	There are a number of ways of adding additional information to your contacts; Industry Groups, Mailing Groups, Organisational Levels, Job Responsibilities. More information: Set Up Contacts
Profiles	Profiles are question and answer lists that can be applied to your contacts. More information: Use Profile Questionnaires to Classify Business Contacts
Interactions	Create a record for any communication you have with your contacts. For example, phone calls, sent brochures/offers, e-mails, meetings, sales and purchase documents, complaints and so on. More information: Record Interactions with Contacts
Campaigns	Campaigns consist of various activities or tasks and can have default dimensions, sales prices and discounts. Using one or more segments you can associate contacts to a campaign. Campaign related activities can also be assigned to opportunities, salespeople and tasks. More information: Managing Marketing Campaigns
Segments	Segments represent a group of contacts that meet some specific criteria. For example, a segment could be the industry that the contacts belong to, your business relationship with the contacts or some relationship to items purchased.. You can create a segment to select the contacts you want to target with a campaign. Contacts can be added to a segments using the following routines: Add Contacts (Enhanced), Reduce Contacts (Enhanced), Refine Contacts (Enhanced). More information: Managing Segments
Tasks (Todos)	Tasks are set against a Team or individual salesperson and can be used to control workflow both within and externally to the business and track performance of these tasks.
User Tasks	You can create simple, internal tasks to remind you of work to be done. You can create tasks for yourself, but you can also assign tasks to others or be assigned a task by someone else in your organisation. More information: Define User Tasks
Opportunity Management	Opportunities are a pipeline tool helping to manage incoming leads, new / repeat business. You can create opportunities and associate them to a salesperson so that you can keep track of potential sales. Opportunities, hold information about the contact, salesperson, sales cycle, and dates, as well as your estimates for the sales value of the opportunity and your estimation of the chances of its success. More information: Managing Sales Opportunities
Outlook Contact Insights	You can manage business interactions with your customers and vendors directly in Microsoft Outlook. You'll see financial data related to customers and vendors. You can also access and work with Bevica from inside Outlook. See Outlook Contact Insights
Share with Teams	Enable easier data sharing, and streamlined workflows. Business Central provides a Teams app that lets users access and share business data directly inside Teams without switching applications See Share with Microsoft Teams.
Email Logging	Get more out of the communications between your salespeople and customers by turning email exchanges into actionable opportunities. Business Central can work with Exchange Online to keep a log of the inbound and outbound messages. You can view and analyse the contents of each message on the Interaction Log Entries page. More information: Track Email Message Exchanges Between Salespeople and Contacts See also Microsoft Learn link, Integrate Business Central with Outlook, below.
GDPR	Under the General Data Protection Regulation (GDPR), EU residents have the right to request the export, deletion and modification of their personal data. Business Central lets you classify your data and its sensitivity to comply with such requests. More information: Responding to Requests About Users' Personal Data

Useful Links

General Overview Managing Relationships