Customer Relations
Help your team build and strengthen customer relationships
Customer Relations delivers powerful sales and marketing management capabilities.
Customer Management Capabilities
Know what your customers and prospects are bidding and building.
Sales Capabilities
Increase sales utilizing automated functions.
Managing Customers
Perfect for the dealership with many sales and support people responsible for different areas of a customer.
Our solutions are built with the following modules for customer relations.
Dive deeper into our customer relations features by clicking the items below.
Trade Agreements (Customer)
Price Management Capabilities
- Manage price and multifaceted OEM discount policies in all currencies
- Set up prices in a single currency with automatically conversion to the customer’s currency
Sales Agreement
Sales Agreement Management Capabilities
- Manage agreements based on monetary or volume commitments
- Set up agreements with specific terms and conditions
- Monitor and manage the status of sales agreements
- Manage estimated vs. actual costs to drive higher profitability
Sales Management
Manage Sales Performance
- Set, monitor, and manage sales performance of sales personnel, sales units, and sales
companies - Assign multiple sales representatives to one account based on market segment or area of responsibility
Connector for Microsoft Dynamics CRM
Connect Sales Platform Capabilities
Share sales information between Microsoft Dynamics AX and Microsoft Dynamics CRM both online and on premise.
Case Management (including Sites Services)
Customer Issue Management
- Efficiently open, assign, resolve, and follow-up on customer issues from a single form
- Extend the case management process with a cloud-based service, facilitating dialogue with customers
Commerce Services
Online Sales Capabilities
Extend sales reach to include your online storefront and online marketplaces such as OEM parts distribution sites.
Sales and Marketing Reporting
Performance Reporting Capabilities
Gain insight in sales and marketing performance with predefined KPIs in the sales and Customer Relationship Management (CRM) cubes.
With NAXT Solutions, it’s easy to see your return on investment.
Benchmark your departments
With a single system and unified processes, you can monitor and rank your branches, locations, or service shops, enabling you to control best practices and implement them everywhere. It also allows you to reward actual performance and maintain organizational agility.
Watch your profitability
NAXT collects all costs and revenue information on each piece of equipment, regardless if it is in the new, used, or rental fleet. Furthermore, service costs and revenue are tracked to the machine, so any equipment has a holistic financial view.
Retain your workforce
A valuable and intuitive system can add to a technician’s capabilities by reminding them with checklists, optimize operations through dynamic workspaces, and speed up onboarding. The system will not replace experience but will enable those with less experience to follow correct procedures based on specific circumstances.
Keep up with rental growth
To make equipment rental profitable, you must consider financing costs and depreciation, among other expenditures, and compare those to revenue. Based on this information, executives and rental managers can decide which type of equipment and service they should invest in when extending their rental portfolio.
What is NAXT?
NAXT is a leading solution for equipment dealers on Microsoft Dynamics 365.
Beyond offering a complete dealership management solution with all the capacity of an ERP and CRM, we provide over 700 predefined equipment dealership processes, delivering insightful business intelligence reports along with partner eco-system solutions made for this industry.
Solutions built for you and your team
For CEOs & Owners
Ensure your equipment dealership’s future growth with NAXT.
For CFOs
Position your equipment dealership for growth by reducing costs, complexity and risks.
For CIOs
Get more from your infrastructure with a dynamic, full-stack, cloud-based ERP solution.
For Rental Managers
Increase utilization and manage your growing fleet in real time with NAXT.
For Service Managers
Transform your dealership from a box mover to a solution provider.
I think it’s fair to say that we still have a touch of silos that’s there, but this solution (NAXT) has maybe made us more aware of them.
Anders Roil
Director of Digital , Pon Equipment and Pon Rental
When we looked at the alternatives out there and spoke to other (Caterpillar) dealers, NAXT was the solution that met our needs most closely.
Martin Briggs
President , Relianz Mining Solutions
We narrowed down to NAXT 365 as it proved to have a very strong business perspective. It was strong in allowing us to deliver to our customers what they needed from us.
Ahiro Guzman
Business Transformation Manager , SOE360
We were looking for a more modern landscape, easier to adapt to, but also more flexible in this ever-changing and fast-changing world so that we could keep pace with what’s happening around us.
Ben Van der Werff
Product Owner NAXT , Pon Equipment and Pon Power
Our leadership began researching to find what they wanted was a Microsoft provider that was future-forward technology focused, and more importantly, was one that was within the dealership community.
Danielle Papenberg
Director of Organizational Development , Foley, Inc.
One of the big benefits of going with NAXT is that you get access to the dealer community because there are several other dealers that are now moving toward Dynamics 365, and . . . NAXT kind of acts as this connective tissue between these dealers.
Isaac Berling
Director of Enterprise Applications , Ziegler Cat
