A recent Mckinsey report states 61% of the average white collar worker’s time is spent looking for information they need to do their job.
For a business using CRM, keeping it up-to-date may just mean installing system upgrades. However, this ‘technical’ perspective misses the wider implication that CRM systems are typically interwoven with business processes and over time businesses evolve and change.
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?
As Professional Advantage’s Marketing Manager, I’m always looking for ways to boost the return on investment from our marketing campaigns. It’s a requirement of the job that’s common to all marketing executives, but it’s a task that traditionally is not easily achieved.
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.