A Single View of Every Customer
All contact history, interactions, and transaction data sit in one place, giving sales and customer service teams everything they need to have informed, productive conversations.
The CRM module in Business Central gives sales teams the tools to manage relationships, monitor the pipeline, and move opportunities forward, without switching between systems. Because it sits within the same platform as your financial and operational data, the information your sales team acts on is always current and always connected to the rest of the business.
CRM Core Capabilities
Contact Management
Maintain a comprehensive record of all contacts, including customers, prospects, and suppliers, with full interaction history, segmentation, and profiling. Contacts are accessible across the business and kept in sync with the wider platform.
Opportunity Management
Create and track sales opportunities through defined sales cycles and stages, with visibility over estimated values, probability of success, and assigned salespeople. Keep the pipeline moving with a clear view of where every opportunity stands.
Segmentation and Campaigns
Group contacts into segments based on industry, relationship type, or other criteria, and use those segments to run targeted campaigns. Manage campaign activity and measure engagement directly within the platform.
Customer Quoting
Equip your sales team to generate quotes for customers directly within Business Central or through Microsoft Outlook 365. Quotes convert seamlessly into orders, and orders into invoices, keeping the entire sales-to-cash process connected.
What It Means for Your Business
A Pipeline You Can Trust
With opportunities tracked through defined stages and linked to real financial data, sales managers get an accurate picture of what is in the pipeline and what is likely to close.
More Targeted Outreach
Segmentation tools allow sales and marketing teams to identify the right contacts for the right message, improving the quality and conversion rate of campaign activity.
Mobile Access for Sales Teams
The CRM module is fully accessible on mobile devices, meaning sales teams can update opportunities, log interactions, and access customer information whether they are in the office or on the road.
A Single View of Every Customer
All contact history, interactions, and transaction data sit in one place, giving sales and customer service teams everything they need to have informed, productive conversations.
A Pipeline You Can Trust
With opportunities tracked through defined stages and linked to real financial data, sales managers get an accurate picture of what is in the pipeline and what is likely to close.
More Targeted Outreach
Segmentation tools allow sales and marketing teams to identify the right contacts for the right message, improving the quality and conversion rate of campaign activity.
Mobile Access for Sales Teams
The CRM module is fully accessible on mobile devices, meaning sales teams can update opportunities, log interactions, and access customer information whether they are in the office or on the road.
The CRM module is included in both the Business Central Essentials and Premium licensing plans. Our team will advise on the right licensing approach for your organisation as part of the implementation scoping process.
Ready to Strengthen Your Customer Relationships?
Talk to our Business Central team about how CRM can work for your sales operation.
What Our Clients Say
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“Evolving Infrastructure...”We had worked with Datapac in the past, and knew that its skilled team was best placed to deliver on our key objectives as technologies continue to advance. Reliable access to Datapac’s experts is invaluable and gives us the peace of mind to focus on delivering value-adding projects for the centre.
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“Night and Day Difference...”Server infrastructure is such a vital part of our IT environment that we needed to go with a partner who would take the time to fully assess our requirements and schedule implementation in a way that supports our operations. Having worked with Datapac on a number of significant projects in the past, they were the obvious choice. The new infrastructure is a night-and-day difference; server downtime is a thing of the past for us
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“We Knew We Could Trust Them...”Having enlisted Datapac’s services in the past, we knew we could trust them to deliver on this next phase of our journey with an overhaul of our IT support processes. The enhanced service gives us the peace of mind and confidence to support and launch innovative new resources for families across Cork.
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“Strategic Partnership...”As our software solution has grown, so too has the amount of data that needs to be stored and secured. Datapac has been a long-time trusted advisor to Kefron, and the team worked closely with us to provide strategic road mapping and deliver this infrastructure upgrade with little to no downtime or interruptions to our business. We can continue to grow Kefron AP at pace with full peace of mind
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“Supported In Every Aspect...”Every aspect of the work we do is supported by the Datapac team. Datapac’s proactive support gives us the confidence to innovate and expand, and this evolution of our strategy will ensure that we can provide an enhanced service for our valued patrons. As an important economic generator for the region, we greatly appreciate Datapac’s commitment to our sustainable future. We look forward to continuing to work with the team over the next number of years.
