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Do you see the person in the picture to the left? She is a salesperson. Why is she so happy? Because she is using her CRM system right now, while she’s talking on the phone. And it’s taking her less time than ever before. And her manager is getting the reports that he wants at the same time! And she gets her work done in CRM when she would otherwise have “down time”? How is all this possible you ask? Read on …
We frequently hear complaints from sales users that they don’t like having to take the time to track meetings and phone calls in their CRM system. Many sales people feel that this just takes away from the time that they can spend in conversations with prospective customers. While it is critically important that sales people are disciplined about tracking relevant activities in CRM, there are some helpful shortcuts available to save some time – or to make use of “down time” while driving or waiting for a meeting.
This is the third in a three part series I’ve been writing on Microsoft Dynamics CRM 2011 and Microsoft Outlook integration. In the first two blogs, we reviewed the pros and cons of using CRM 2011 for Outlook and CRM 2011 for the Web. In this article, we will take a look at CRM 2011 and Outlook functionality that everyone in your organization should use (regardless of whether they are using CRM 2011 for Outlook or not). This integration functionality is easy for users to understand, saves a lot of time, and enables your organization to better track interactions with customers and other stakeholders.
For the previous two articles in this series see:
Bulk editing records in Dynamics CRM can be a huge time saver. But how to bulk edit Activity records and, in particular, those pesky Campaign Responses? Responses typically need to be managed in bulk, but accessing this functionality is not a simple for these records as it is for other types. Fortunately, it's just a couple of extra steps to bulk edit your Campaign Responses. Read the full article for the scoop...
The failure to understand and execute an effective activity management process is a leading cause of poor CRM adoption. There are a variety of issues that can make activity management confusing and frustrating for users in ANY CRM system. In this posting, I've detailed 11 suggestions for improving your activity management process.
This is only a starting point. Proper use of Queues and Workflows - in particular - are areas that can also improve your activity management efficiency and results.
Are you (or your users) ever away from the office and you need to quickly make phone calls, that you’ve planned in Microsoft Dynamics CRM 4.0, from your mobile phone? Do you find it painful to do this from your mobile device?
Wouldn’t you like to be able to just record a Phone Call Activity in CRM and have it put all the information you need (contact name, company name, phone numbers, etc) right into the task description so you can make the call with a single click?
This can be accomplished in CRM using Workflows. Read on to learn how.
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Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.