Microsoft Dynamics CRM 2013 is the latest innovation in CRM technology from Microsoft. They listened to feedback from thousands of users to improve the CRM experience. By bringing in full multi-browser compatibility, a true smart phone experience and a complete tablet experience, Microsoft Dynamics CRM 2013 has paved the way for a complete CRM experience.
For most users, the most important thing is the look and feel of the CRM system. Below are the areas we will review:
· New User Experience
· Dashboard View
· Company View
· Opportunity View
With Microsoft Dynamics CRM 2013, you will experience a new modern look and feel. The user experience has been simplified to help eliminate visual clutter so it is easier to find exactly what you are looking for.
Dashboard View:
View the current activity within your organization by glancing at charts and checking out the recent activity in the CRM dashboard. Check out your sales pipeline, analyze your incoming leads by referral source, gauge the status of your top customers, and review the activities of your colleagues, all in a single view.
Company View:
View all of the important information about your client by looking at the new account form. In a single screen, view who has been in contact with this account and what kind of issues they have been experiencing.
Opportunity View:
Keep tabs on your potential sales or the opportunities of your team. Keep your sales on track with the new customizable process feature which walks you through each stage of your sales process.
Interested in learning more?
Talk to one of the professionals at TopLine Results to find out how you can take advantage of Microsoft Dynamics CRM 2013 to help improve your internal processes — call us at 800-880-1960 or email us at info@toplineresults.com.
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