CRM 2011..The Best Bits..

With over 500 additional enhancements, Microsoft Dynamics CRM 2011 is offering its most comprehensive CRM package yet, Our CRM team have come up with what we think are the top 5 features of the upgraded software, here’s how we see CRM 2011 providing real benefits and business value:

1. Dialogues – These can be used to collect information by scripting a process, for example a sales script for a call centre, or case recording for an IT Support desk. This prompts quicker decision making and efficient recording of customer data.

2. Built in Business Intelligence & Dashboards – Integrated with your companies targets/ KPI’s, CRM 2011, pre defined dashboards will give you an overview of how your CRM is helping to drive business performance, this function is easily formatted so you can choose what you measure and how it is displayed.

3. Improved Security & Audit – The ability to audit changes to records can be a useful tool, you now have the option to apply field level security attributes, enabling you to decide if a user has permissions to Create, Update or just read. This might be useful if you don’t want certain personnel to see, for example financial information.

4. Tighter Outlook Integration – One of the biggest selling points of Microsoft CRM is the tight integration with Office and in particular Outlook. Other CRM systems on the market often struggle to integrate seamlessly with Microsoft and appear very separate, with Microsoft CRM you are running a complete Microsoft package which looks and feels familiar to everyone who uses it.

5. Role Tailored Forms – Role specific forms really do make CRM 2011 the line of business application, imagine the different roles in your organisation. For example, do your sales team need to see the same information as your service team? Role tailored forms give you the opportunity to reduce the clutter for people that don’t need to see.

If you would like to know more about how CRM you can contact our team of experts on 01275 398900.