Although CRM stands for Customer Relationship Management, it’s a bit of a misnomer because most CRM systems are multi-faceted and handle everything from Sales Force Automation (SFA) to marketing automation and service management. All of which goes far beyond customer relationship management.
What’s more, since a CRM application like Microsoft Dynamics CRM can integrate with Dynamics GP - the back office ERP/Accounting system – and with SharePoint – for document management and much more – this ultimate integration of three applications translates into total accessibility of business critical data.
Add dashboards into the equation and you have the best of all worlds. By accessing data from CRM, individualized dashboards can be created to meet the needs of every end user. Dashboards consolidate KPIs (Key Performance Indicators) in dynamically updated graphical format – easy to read and easy to understand. Reports don’t have to re-created and re-run every time you want to view a business indicator, say for example, sales by sales rep or by product line or by accounting period. Just refresh the dashboard and the up-to-the-minute data appears (like magic). What a concept!
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Cookie settingsACCEPT
Privacy & Cookies Policy
Privacy Overview
This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.