Microsoft Dynamics NAV workflows for sales & marketing

Manage every touch point of your sales and customer support – automatically.

Want to help sales concentrate on selling and coordinating with operations and customer support? agilesWorkflow gives your sales and marketing team the tools they need to effectively build and manage customer relationships.

Use agilesWorkflow to automate sales, marketing and customer service workflows: 

  • New Customer Workflow
  • Customer Field Change Notification
  • Credit Checking Workflow
  • Over Credit Limit Notification
  • Contract Management Workflow
  • Sales Order Entry Workflow
  • Sales Quote Approval Workflow
  • Sales Quote Follow Up Workflow
  • Credit Claim Workflow and Approval
  • Bank Order Workflow
  • Overdue Shipments Notification
  • Sales Order Change Notification
  • Pre Sales Shipment Workflow
  • Price Expiration Notification
  • Price Update Process and Approval
  • Customer Complaint Workflow
  • Opportunity Management Workflow
  • Monthly Account Management Phone Call
  • Campaign Management Workflow

The scenario below shows how a Customer Complaint Workflow can be set up to manage the situation effectively and initiate follow up steps to ensure improvements. agilesWorkflow can also tailor the right workflow sytems for finance, operations, human resources, and IT.

Sales and Marketing Workflow Solution for Microsoft Dynamics NAV