Western Computer Presents NAV CRM vs Microsoft CRM

Greg Williams – NAV Practice Manager Greg leads our NAV Practice in strategic direction,

NAV CRM vs MS CRM – Overview NAV Relationship Management Microsoft CRM Customer and

NAV Relationship Management – User Interface Familiar to NAV Users Later versions available on

Microsoft CRM – User interface Browser based Outlook Client • Use CRM and never

NAV Relationship Management - Sales Contact management • Multiple contacts per customer (and vendor)

MS CRM – Sales Lead management Accounts and Contacts Opportunities Sales Goals www. Western.

NAV Relationship Management - Marketing Campaigns • Target based upon purchase history NAV Sales

MS CRM - Marketing Campaign Management Lead Management 3 rd party marketing automation platforms

MS CRM – Integration with NAV 2016 CRM Entity NAV Table Account Customer Contact

Service Management Feature MS CRM NAV Service ItemsProduct X X Service Contracts X X

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Western Computer Presents NAV CRM vs. Microsoft CRM www. Western. Computer. com

Greg Williams – NAV Practice Manager Greg leads our NAV Practice in strategic direction, partnerships, and resources leadership. Greg has been working with Dynamics NAV for more than 15 years Tony Castellano – Director of Client Services Tony is responsible for customer satisfaction and managing a team of Customer Account Manager’s providing account management to our Microsoft Dynamics customers. www. Western. Computer. com

NAV CRM vs MS CRM – Overview NAV Relationship Management Microsoft CRM Customer and Vendor Contact Management Accounts, Contacts and Leads Marketing CampaignsMany 3 rd party options Limited Outlook Integration Outlook Client Dashboards limited to role centers Robust dashboard functionality Inside NAV, no integration required Integration required, effort varies by NAV version www. Western. Computer. com

NAV Relationship Management – User Interface Familiar to NAV Users Later versions available on mobile • Web client • Universal App on NAV 2016 Customizable by NAV developers www. Western. Computer. com

Microsoft CRM – User interface Browser based Outlook Client • Use CRM and never leave Outlook • Offline functionality Mobile Apps www. Western. Computer. com

NAV Relationship Management - Sales Contact management • Multiple contacts per customer (and vendor) • Automatic profiling and classification Activities • Interactions (including financial transactions) • To Do’s Opportunity Management • Sales Cycles • Linked to quotes www. Western. Computer. com

MS CRM – Sales Lead management Accounts and Contacts Opportunities Sales Goals www. Western. Computer. com

NAV Relationship Management - Marketing Campaigns • Target based upon purchase history NAV Sales Order Integration • Track campaign on sales order • Sales prices and sales discounts www. Western. Computer. com

MS CRM - Marketing Campaign Management Lead Management 3 rd party marketing automation platforms • • Marketo Sales. Fusion Click. Dimensions Others www. Western. Computer. com

MS CRM – Integration with NAV 2016 CRM Entity NAV Table Account Customer Contact User SalespersonPurchaser Product ItemResource Sales Order Source: https: //msdn. microsoft. com/en-us/library/dn 951570(v=nav. 90). aspx Web Demonstration: https: //westerncomputer. wistia. com/medias/agvzwh 5 ynk www. Western. Computer. com

Service Management Feature MS CRM NAV Service ItemsProduct X X Service Contracts X X Service CasesOrders X X Searchable Knowledgebase X Integration with NAV InventoryWarehousing X Integration with NAV Invoicing X Service Quotes X www. Western. Computer. com

DEMO www. Western. Computer. com

Q&A www. Western. Computer. com