How can Businesses Leverage Microsoft Dynamics CRM Features?

As a fully integrated customer relationship management system, Microsoft Dynamics CRM is used by many enterprises to attract, engage and build relationship with both customers and prospects. The CRM comes with a single suite that includes marketing, sales and customer service tools. Thus, all staff of a business can use this single operating platform to manage relationship with customers. Starting from the first contact with the customer, the tools can be used through purchase and post-sales process.

The users also have option to integrate Dynamics CRM with other widely used Microsoft technologies like the MS Outlook interface and MS Office tools. So it becomes easier for organizations to adopt the customer relationship management system in a flexible and cost-efficient way. At the same time, an organization also has option to leverage Microsoft Dynamics CRM 2013 in a number of ways.

7 Ways an Enterprise can leverage Microsoft Dynamics CRM 2013

1) Mobility Support: Nowadays, most sales and marketing professionals access customer information on their mobile devices. The smartphones, tablets and phablets have further made it easier for the professionals to access the required customer data on the go. Microsoft has designed CRM 2013 Launch with support for iPad and Windows 8 Tablets. So enterprises can avail the features to enhance the productivity of their sales teams by providing complementary tablets.

2) Visualize the Current Business Process: During different stages of a project, managers have to visualize to process they are currently working on. The visualization of the current process also helps professionals in understanding the current stage and deciding the tasks or milestones that need prioritization in each stage. The CRM 2013 enables users to visualize the current business process they are working in. They also have option to modify the business processes on the fly, and distribute certain tasks among different professionals.

3) Run Workflow Instantly: The Microsoft Dynamics CRM also allows users to run workflow instantly. For instance, when a user changes the rating of a specific task from most likely to commit, its probability automatically increases. The user can simply refresh the page in a few seconds to see the updated information without saving. At the same time, he can convert the existing workflows to be real time while upgrading from CRM 2011 to the most recent version.

4) Perform Calculations through Business Rules: The latest version of the CRM also comes with a new feature called Business Rules. Users can use the feature to perform a variety of calculations. For instance, they can forecast the sales by setting values for quantity, price/unit and revenue fields. Then the Business Rules feature can be used to calculate the revenue by multiplying price/unit into quantity. The users can simply configure the Business Rules to perform complex calculations without putting any time and effort.

5) Quickly Generate a Record: Often the marketing professionals have to create a single record by combining a variety of related information. The CRM 2013 allows them to create records quickly simply by clicking on the “Create” button at appears at the top of the form. After clicking on the button, they can configure the Quick Create form for each record type, and create records with the required sub set of fields. Also, the information can be captured without affecting their current task or activity.

6) View Multiple Relationships in a Single Space: The Microsoft CRM 2013 further enables users to view several relationships on one screen by using a number of options. For instance, a user can use the option to see additional contact information of a customer like business phone or email address. Further, he can use the Connections feature to view the ongoing active sales pursuits with the particular account.

7) Easy to View, Expand and Add Activities: The users also have option to see, expand and add activities right from the Form. So the members of a sales team can easily track and pickup interactions with both customers and prospects. The feature will make it easier for the members of distributed sales teams to coordinate with each other regardless of their current geographical locations.

On the whole, the Microsoft Dynamics CRM enables businesses to plan and execute comprehensive marketing campaigns, along with tracking and monitoring the campaign results. An enterprise can use the integrated customer relationship management system to deliver improved and scaled customer experience, while reducing the complexities associated with marketing campaigns. To get maximum benefits of CRM development, you may consider hiring services of a certified dynamics CRM upgradation company.

We provide online dynamics CRM development services. All of our CRM developers have cleared industry certifications. If you would like to hire certified dynamics CRM developers from us, we would be glad to assist you at Mindfire Solutions.