Managing Relationships

The relationship management features of Financials help you manage and support your sales efforts. With these features, you have access to complete and accurate information so you can focus your interactions on preferred customer/contact segments.

Good sales and marketing practices are all about how to make the best decisions at the right time. Financials provides a precise and timely overview of your contact information so that you can serve your prospective customers more efficiently and increase customer satisfaction.

To get started, see the following topics:

Managing Contacts
Managing Segments
Recording Interactions
Managing Marketing Campaigns
Managing Sales Opportunities

See Also

Setting Up Relationship Management
Managing your Customer Relationships Using Dynamics 365 for Sales from Inside Financials
Working with Financials