"One problem with CRM systems has been trying to get busy people to take the time to enter important sales information," says Rob Helm, managing VP at research firm Directions on Microsoft in an article on
Mobility: We’ve already touched on the mobility capabilities of Microsoft Dynamics CRM in a previous blog, but are well aware of its importance to end users and feel the need to mention it again. Some companies have their sales people in-house and on the phones, but many companies have sales people in the field who need full access to customer insight while on the road. Your sales people are busy and will most likely skip entering important information if they need to jot it down in a notebook and then update the system once back in the office. Access to the depth of information from Microsoft Dynamics CRM also enables your sales people to do their jobs right and win more business for your company.
Automation: Automation is a time-saver for everyone in your company, especially when it has to do with your important customer and sales information. With Microsoft Dynamics CRM, you can set up automatic workflows that create or assign tasks and activities when rules are triggered ensuring your sales team stays on task and doesn’t forget important information that could cost you substantial sales revenue. You can also automate scoring and distribution of leads to make sure your sales process is consistent and your sales team is working on the more urgent and/or relevant leads at any given time.
Integration: Microsoft Dynamics CRM gives you greater control and flexibility through integration with your Microsoft Office productivity applications as well as Microsoft SharePoint. Your sales people will save even more time by
If you struggle with getting your sales team to enter important information into CRM, it may be time to give Microsoft Dynamics CRM a try. By making it easier and more accessible to your team, you will benefit from more information that will conribute to greater company success. Visit our website to test it out with a
By Julie Fuller with Cargas Systems,
Cargas Systems is a software and consulting company specializing in Microsoft Dynamics CRM.