One complaint users have about Microsoft Dynamics CRM is that it takes too many clicks to update a record.
Let’s be clear, Microsoft Dynamics CRM is an excellent product. In 2006 AbleBridge made the strategic decision to
Picture this: You are a sales rep who has 10 minutes to update the estimated close date of all your opportunities before the sales meeting starts. In Dynamics CRM you need to open the opportunity screen, and then double click on each account record to open it, then navigate to the field and update it, and then go back to the opportunity screen to open the next record. It doesn’t sound like much, but it takes time and time is precious. Anything you can do to save users time will add to their productivity and adoption of the system.
After working with Microsoft Dynamics CRM for many years AbleBridge created the
EditAble CRM Grid reduces the number of clicks for Dynamics CRM users and allows them to maintain their focus on one page as a working dashboard.
EditAble CRM Grid is a productivity tool, but it is also a business intelligence tool because it allows the user to interact with the data. Dynamics CRM users can group, sort, and calculate information any way they need to.
By Ryan Plourde, AbleBridge, Massachusetts Microsoft Dynamics CRM Partner,