By Barkley Busby
Vice President and CMO,
Hot off the press,
This really is the perfect guide! Learn how to navigate the latest version and go through a quick run-down of the basics needed to move customers through your sales cycle or resolve a case successfully.
With the CRM 2015 eBook, you learn how to:
- Navigate with tiles
- Work with customer data
- Pick dashboard layouts
- Set preferences like font size and your home screen
- Import, export and more!
For the sales team, this guide quickly tells (and shows) you how to monitor performance using sales dashboards, nurture leads, opening and closing leads, adding stakeholders, sending a sales proposal or quote and closing an opportunity as won or lost (but that rarely happens, right?)
For the service team, dig deeper into finding cases assigned to you, identifying the type of service a customer is entitled to, seeing how much time you have to resolve a case, keeping track of every customer interaction with notes/activities, scheduling a service appointment for a customer, researching solutions to a customer’s issues, grouping or merging related cases, and of course, marking a case as resolved (YES!)
At 2B Solutions, we are your source of knowledge around Dynamics CRM 2015. If you are interested in speaking with one of our CRM experts, please just