Despite the rich functionality and ease-of-use capabilities of today’s most popular CRM systems, frequently management feels it doesn’t deliver on its promises. So what can be done about it?
Microsoft Dynamics CRM 2013 has introduced a new tool when creating or modifying a data entry form. We can now create Business Rules that apply during data entry. Previous to the 2013 version of CRM we had to resort to using jscript on the form to do any data checking.
The business rules tool should reduce (but at this stage not eliminate) the use of jscript and therefore make forms management a little easier.
The new version of Microsoft Dynamics CRM has been available for a while now and I have had a chance to work with it with a couple of upgrading clients using the Microsoft Online version. The thing I like most is how smoothly the upgrade went for them.
If you have recently considered the question, “should I put my CRM in the cloud”, then this blog is for you. I’ll take you through the reasons for and against hosted CRM in the cloud, and the different choices and considerations available to you. You should find this helps you choose where to locate your business’s CRM system.
To justify your marketing budget you need to establish forecasts based on past performance, measure the actual outcomes and match them back against the forecast. Then when you present your budget, you can provide facts based on previous forecasts and actual results. This will give you credibility in your marketing investment requests.
My salespeople and account managers are out in the field working with clients and prospects so they don’t want to be lugging around a laptop, their tablet and their phone, especially when there travelling. However the rest of the business needs them to share information.
With the standard SharePoint integration, in Dynamics CRM saving attachments from Outlook into SharePoint, or attaching documents from SharePoint to an outbound message, can take many clicks and potentially some searching for the right document location.