With the release of CRM 2013, there have been a bunch of new features that enhance user’s experience. One of the most powerful new features is the quick create option which allows someone to create another record rapidly from a view, or another form. Below is a screen shot from the view:
When a customer sends notification that they have acquired a new phone number or moved to another location, it can be a tedious task to update each employee’s details individually, especially when there are several contacts saved in Microsoft Dynamics CRM for the company.
This spring, Microsoft is releasing a truly significant enhancement to CRM. While there are a number of new features I could gush about, the one that I am truly excited about are the changes to the customer service module.
The case can always be made to select and prioritize phases for change that make sense for an organization. Today, many organizations find themselves on different versions of interoperable products from Microsoft; and, perhaps other vendors as well. Rather than an organization thinking they should overhaul Microsoft SharePoint 2013, Microsoft Office 2013, and Microsoft Dynamics CRM 2013 systems as a necessity, they need to consider why moving to the “Lucky 13” triad is a smart decision.
The goal behind a CRM system usually consists of a 360-degree view of the customer and building strong, emotional relationships. However, before you can have a successful CRM system you must have a CRM strategy. Many people mistakenly think that CRM is only a technology investment... which explains where many efforts fall short.
Many factors are going to drive changes in 2014. Old school advertising is becoming less effective, customers are becoming dramatically more sophisticated, and engaging your customer’s (the way they want to be engaged) is more important than ever before. To start 2014, we offer 4 trends to watch related to CRM (Customer Relationship Management):
Implementing a Customer Relationship Management (CRM) system such as Microsoft Dynamics CRM can provide your business a lot of value. It can help to drive greater customer satisfaction, better engagement, increased sales, and improve your overall sales pipeline. These reasons are commonly used to justify an initial investment in a CRM system; however, significantly more value can be realized by taking it beyond the basics.