BPA Platform

Report & Document Automation

Microsoft Dynamics NAV Automated Customer Renewals

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Microsoft Dynamics NAV Automated Customer Renewals

Are you looking for ways to improve customer retention levels and reduce operational costs surrounding renewal processes?

Codeless Platforms' Microsoft Dynamics NAV Improving Customer Retention solution is a powerful tool for Microsoft Dynamics NAV or a membership management solution that enables organisations to automate the costly actions that are critical to the customer retention process.

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Microsoft Dynamics NAV Improving Customer Retention Scenarios and Benefits

Common automated customer renewal processes implemented by our customers using Microsoft Dynamics NAV include:
  • Automatic creation and distribution of personalised email communications that are unique to customer/subscriber data
  • Automated creation, printing and distribution of personalised direct mail via a mail fulfilment house
  • Automatic creation and distribution of call centre call lists based on business rules
  • Automated business alerts when valuable customers approaches the end of their contract/subscription period
  • Automatic creation and distribution of welcome packs or related product/services upsell communications
  • Automated creation and distribution of internal sales, financial and management reports
  • Common benefits achieved through customer renewal automation include:

    • Reduced attrition and costs
    • Eradicate time consuming administration from the renewal process
    • Improved financial performance
    • Increased employee productivity

    Microsoft Dynamics NAV Integration

    Learn more about Microsoft Dynamics NAV connector.

    Microsoft Dynamics NAV Automated Customer Renewals starts from

    Pricing

    BPA Platform

    MS Dynamics NAV Base Server

    Starts from:

    £2,750

    Configuration day(s) required subject to requirement.

    Report & Document Automation

    Report & Document Automation

    The Report & Document Automation capability automates the creation and distribution of internal or external reports or documents.

    Drag and drop scheduler

    Automate the creation and distribution of reports and documents via a drag and drop scheduler or database event tools.

    Automate reporting tools

    Automate popular reporting tools such as Crystal Reports, SSRS (server and local mode) and reporting engines native to a business application.

    Save and send

    Ensure copies of all reports and documents are saved to both a network location or sent via email, FTP or print.

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