Part II of my 5-part series is a bit late, I apologize….just so much to get to! But here they are, my next 3 features to love, love, love in . In a nod to those of you out there pitching this to your boss, not only will you love these features, but they will make you and everyone who uses them more productive and efficient.
4. Audit Trail (or, what was in this field yesterday/last month/last year?). How many times has someone asked you, or have you wondered yourself, what was the billing rate last year, or any other key piece of information that has changed a few times (maybe a password) and now what you’ve got in that field just doesn’t work or make sense? Now there is a way to track the history of changes to your fields.
5. One-click export to Excel. Should I say it again. ONE. CLICK. They’re figuring out we don’t like a million steps just to get what we need. CRM 2011 allows you to export your data to Excel, manipulate, change, append, etc., and then pop it right back in to CRM. Voila. That Christmas card list that you need all your sales reps to update—Done!
6. Custom “Activities”. In other versions of CRM, you were limited to a set of pre-defined activities. So what if you were doing something not on the list? Not very descriptive to pick something “close to” what your activity is like. Now you’re free to create your own. Call it what you like. My favorite new activity (you can probably guess)—blogging.
Stay tuned for my next post which will include 3 more great CRM 2011 features (sneak peek –Conditional Formatting). And don’t forget to take a look at those beautiful . I can’t get enough of them.
Feel free to contact me with any questions you may have: Donna Krizik, Feterick & Associates, Inc 847-795-8200 x202 or [email protected].
Submitted by Feterick & Associates, Inc –.
Taking the overview, this post is first class