Not only do I sell Microsoft Dynamics CRM 2011, I am also an end user. As a salesperson, I find that CRM enables me to
As a salesperson, I often talk with companies that enjoy all of the functionality provided by Microsoft Dynamics CRM, but then ask for a simplified view for its users, because of the overwhelming amount of information available. I find that reminding them of two things: role specific environments and activities, helps to keep users efficient, on task, and engaged with customers.
Role Specific Environments
Microsoft Dynamics CRM has many applications to many different departments in your organization. The flexibility and functionality is great to serve many different peoples' many different needs. For each individual, though, it could be overwhelming. Imagine if you were looking at your computer daily with information that did not pertain to your job. You would either ignore it, or most likely, start exploring those areas to see what they are about. This exploration, while well meaning, is a time waster that many companies cannot afford to have happen at the expense of their customers. So, during our
Another area that will keep your users efficient, on task, and engaged with your customers is activity management. With any customer or prospect interaction, there are next steps to be completed. For example, if a message is left, a scheduled call back is needed; if we speak to a customer or prospect, next step or action items are determined. Creating CRM activities – phone calls, appointments, emails, faxes, tasks, etc. – provides a quick and easy way to schedule these next steps and set a reminder for when they are due. With activities, I no longer need to remember what to do; I schedule it and forget it. The best part of tracking activities includes the capability to associate them with the Account, Contact, Opportunity, or Lead, respectively. Creating activities keeps me on task and engaged with my customers, as I promised them I would. The activities also create efficiencies for an organization and an individual.
As a user, having just these two capabilities makes my ability to work efficiently and effectively a breeze. I am not a fan of task management, but when I make a commitment, it is my responsibility to follow up as promised. Microsoft Dynamics CRM helps me stay on task and can help you as well. The ROI for you: increased productivity, efficiencies, and effectiveness of your staff.