Microsoft's latest iteration of its CRM platform, Microsoft Dynamics CRM 2015, was released at the end of 2014. This new version offers improved functionality that builds on the proven success of past Dynamics CRM systems, enhancing its ability to manage and cultivate customer relationships with an emphasis on cross-departmental collaboration. Specifically, Microsoft geared Dynamics CRM 2015 toward bolstering the collaborative ability of sales and marketing departments through the software, a recognition of the need for increased cooperation between these two teams in the current business climate. An emphasis on end-to-end visibility of information for all users is another benefit that's supported by many of the new features.
The global search function is one way that both complete visibility and cross-departmental collaboration have been strengthened. Finding customer records, no matter the specific role of the user, is as easy as typing the keyword or terms into the navigation bar's search box. The ability to add wildcard operators to searches as well as apply filters helps users quickly move through records and find the information they need without delay. This intuitive process carries over to the Web app for Dynamics CRM 2015, where the same enhancements are available.
Enhanced search is just one benefit of Microsoft Dynamics CRM 2015, where new features stretch from social listening - a must-have addition in a sales world that increasingly relies on social media - to a guided sales process that helps staff promote the most relevant cross-sells and upsells to customers.
We've reviewed one of our favorite features from the new system and briefly touched on two more. You have to hear about the other seven that made our two-part list of the
by The TM Group