Marketing Automation: Currently has no marketing automation tool. Need an automated tool that will alert customers to purchase extended warranty when their warranty are expiring.
Capture potential customers: Not existing customers. Any way to collect such data/ information for potential customers?
Track customers’ journey: Purchase history & after sale services
Current environment:
Using NAV. Didn’t activate the CRM component within NAV. Rather, Our comapany built their own POS & CRM systems. Field Service is another separate customized solution.
Orders will be transacted via POS system and then sent to NAV for backend finance & operation entitlements.
In house CRM system is used to store customers’ warranty information
Hence company has been relying on their POS system, In house CRM system & customized FS solution for customer service
What Microsoft Dynamics 365 can offer solutions :
Provide more information & roadmap of Dynamics 365 base on Customer requirements as mentioned above
Feasibility of integrating current POS system with Dynamics 365
