is widely known for its ability to improve front-office productivity and efficiency for organizations. Aside from the obvious automation and streamlining benefits, there are a number of ways that Microsoft Dynamics CRM helps organizations save time and work faster. Some of these features can be easily overlooked, even though they add considerable time-saving value to an organization.
Here is a summary of 8 interesting ways that Microsoft Dynamics CRM helps businesses work faster:
Improved User Experience-
Microsoft Dynamics CRM 2013 includes a number of new features, one of which is a new interface layout that makes it easier for CRM users to glide through their work. The new layout allows users to access various parts of the application without having to interrupt what they are currently working on, helping them stay focused and productive. New, optimized navigation means that users can get to where they need with fewer total clicks, saving them time and improving overall productivity.
Quick Create Tab Feature-
The improved interface for Microsoft Dynamics CRM 2013 introduced an exciting new feature, the Quick Create button! This button remains static at the top of your CRM window, which means you can quickly create a number of different records such as contacts, activities, and campaign responses on the go from any point in the application.
Task Scheduling and Activity History-
A core function of Microsoft Dynamics CRM 2013 is its ability to schedule tasks and keep a structured history of activities between users and customers. Both of these functions not only improve consistent service management, but also save considerable time by eliminating the need to sift through notes and to-do lists to keep up with clients. Tasks scheduled in Microsoft Dynamics CRM 2013 will create a notification that pops up on your desktop to remind you that they need to be completed, removing the need to frequently check calendars and action item lists. The activity history provides a structured, interactive list that allows users to drill down and see specific details needed to get in-context and up-to-date with a customer. Users can effortlessly complete tasks on time and view client history when needed, all from right where they’re already working.
Better Marketing Campaign Management-
Campaign management in Microsoft Dynamics CRM 2013 saves companies time by helping them focus their efforts on running campaigns that yield the best results. Huge time and cost savings can be realized with more real-time insights and enriched campaign management from better analytics. Companies can avoid wasting precious time running low-impact campaigns and allocate that time to generating real revenue.
Ease of Integration-
Microsoft Dynamics CRM 2013 is built on modern, open technology that makes it easy to extend and integrate with other applications so you can widen your system’s functionality. Integrating various applications into one solution improves process efficiencies and creates synergy between applications as they work together to share data and support your diverse demands. Easy integration between solutions not only increases efficiency in your operations, but gets you up and running quickly during the integration process itself.
Streamlining and Automating Business Processes-
Streamlining and automating processes is another core function of Microsoft Dynamics CRM 2013, and can significantly cut down on time spent creating proposals and other necessary tasks. Business processes can be customized in Microsoft Dynamics CRM 2013 with wide flexibility to match your business operations. It even includes a Guided Processes feature that visually guides users through predefined and configurable processes so they can easily see their progress and avoid making errors.
Holistic, 360 Degree View of Your Customers-
One of the most well-known features of Microsoft Dynamics CRM 2013 is its ability to deliver all the information you need to know about your customers in a single, customizable view. This is a tool to help employees better interact in a dynamic conversation with their customers so they can quickly pull knowledge instead of jumping back and forth between various applications and windows to dig up customer information. With this feature you can shorten your sales processes and close more deals in less time. Even better, sales conversations have less fumbles and customers feel a personal relationship with the organization.
Ease of Customization-
Microsoft Dynamics CRM 2013 was designed for ease of customization, as the developers at Microsoft fully understand business principles and that each business has specific needs. As always, a good fit is important for the success of any business solution. Microsoft Dynamics CRM 2013 comes well-equipped right out of the box, but can easily be customized to reflect the unique needs of your business. You can add customizations as needed and be up and running quickly each time, shortening system downtime and saving you money.
Improvements in productivity and efficiency yield dramatic results in profitability and growth rates for organizations. Microsoft Dynamics CRM 2013 provides multifaceted ways to achieve these improvements, and more. CRM software can be utilized in diverse ways to cut down on time and is something every organization should consider. It’s easy, it’s affordable, and it’s practical!
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By Turnkey Technologies, Inc. – Kentucky, Illinois, Missouri Microsoft Dynamics CRM & Microsoft Gold Certified Dynamics GP Partner
