Updated · Originally published
Do you sometimes feel as if you’re searching and searching for data that should be easy to find? When it comes to customer information, managers and customer service representatives should have quick and complete access that allows for productive work, right at their fingertips.
. With a dashboard this intuitive, you can easily reach the customer information you seek on a daily basis. If you’re a manager, you can check out the productivity of your team by how many cases they have resolved at a glance. You can also see activities by owner and status to make sure customers are not forgotten and cases are handled in a timely and efficient manner. Check out the user friendly layout:
With quick insight into this data, customer service representatives can more effectively manage their customers as well as report up the chain with accurate and timely status updates. With Microsoft Dynamics CRM, you can easily . So if the insight you require needs to get even deeper, you can identify specific data and export to a spreadsheet for the right level of analysis.
Microsoft Dynamics CRM puts business intelligence at the fingertips of everyone in the organization: managers, customer service representatives, CFO’s and even the CEO can gain the level of detail they need to effectively run the business.
Sikich is an Illinois-based Microsoft Gold Certified Partner specializing in the implementation of Microsoft Dynamics CRM. Contact us to learn how .
By Jim Drumm with Sikich,