Relationship Management (CRM)


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Relationship Management is a powerful but underutilized tool fully integrated within the NAV product architecture. Because of its integration extensive information is available for reporting and analysis on customers, vendors, prospects, products, sales, profitability, and much more. Its integration with Microsoft Office allows the creation of powerful templates in Word and Excel that can be used to create polished documents. This Coffee with Chris session explores value proposition of this powerful functionality. (Video length = 51 minutes)