For Architecture, Engineering & Construction (AEC) Services Firms looking to improve the effectiveness of their marketing activities, the Dynamics 365 Marketing solution provides an integrated marketing platform for planning, executing, and analyzing your marketing campaigns. Leverage Dynamics 365 Marketing to drive brand awareness and create new business development opportunities, ensuring that you make the most out of your firm’s marketing investments.
Convert prospects into business relationships with Microsoft Dynamics 365 for Marketing. Discover and nurture more sales qualified leads using multi-channel campaigns and personalized lead nurturing. Align sales and marketing together with one source of shared information, connected processes, and Office 365 collaboration tools. Enable informed decision making using concise dashboards and reporting to improve marketing ROI.
I.CLIENT RELATIONSHIP MANAGEMENT
1.0 Project Opportunity Management
2.0 Acquire New Client
II. ACCOUNT MANAGEMENT
1.0 New Client Account Setup
2.0 Project Contract Setup
3.0 New Project Setup
4.0 Estimates Creation and Approval
5.0 Present Invoices/ Client Account Statement
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About the Author
Adam has over 19 years of business and consulting experience and has led and managed various aspects of Dynamics AX implementations for clients including discovery, user training, system design and setup, testing, data conversion, and go-live and post go-live support. he has helped clients improve processes with creative and practical solutions. He is master certified in Microsoft Dynamics AX.