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Imagine this scenario; a member of your sales staff “Kelly”, is on the road at a conference and bumps into a prospect from “ABC, Inc.” in line at Starbucks. From her mobile device, she snaps a picture of the prospect's business card and this image instantly turns into a prospect record in your Dynamics CRM, while the image file gets saved into a
Now imagine emails and notifications being sent immediately to predefined recipients by role and or individual users in your organization that need to be, or elected to be updated when a new “lead” enters CRM in this fashion. Furthermore, a “page” for the prospect similar to what you’d find on Facebook or LinkedIn also gets created automatically. A colleague back at the office recognizes the prospect from a previous engagement and comments on the thread, “Heard these guys are using XYZ and XYZ is down-sizing and dropping support”. Another colleague who received the update on his mobile device while traveling in Europe comments, “ABC, Inc. recently opened a location near our HQ”, Before Kelly and the prospect even sit down with their coffee, Kelly knows how to structure her conversation.
Because the lead is now tagged as a “Takeover opportunity” one of the related documents automatically linked on the prospect's profile page is the most up to date “Change of Partner” form. Kelly is able to schedule a follow up appointment, and email this form already populated with the prospect's information for review, signature and a new Client.
Sounds a bit far-fetched? With the new release of
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By: SBS Group –