With some Customer Relationship Management systems, you might be in for a shock when it comes to end user adoption and productivity. Why?
But with Microsoft Dynamics™ CRM configured with SalesCentric Relationship Charts™ everyone gets it.
CRM success depends on people using the software. Most people understand how to use Microsoft Outlook™, and because Dynamics CRM can be accessed through Outlook, most people already know how to use it.
And when Dynamics CRM is configured with SalesCentric Relationship Charts, they see what they need in a picture. You want the people who most intimately understand your customers to use CRM - and that’s usually your sales team. If sales people use CRM, everyone else has the data they need to be successful.
Intuitive charts and simple mouse movements make it easy to use CRM and understand your customer relationships. In an instant, sales people and their managers see who they know and what’s missing, then manage relationships with key decision makers and win. Drive sales opportunities, manage accounts and reveal your contacts’ relationship networks. And when sales use CRM, marketing get the data they need to profile customers, segment markets and conduct targeted campaigns.
Resolve CRM adoption and end user productivity
When your sales people have relationships with top people, they sell more and discount less. They can instantly see when they have relationships with key decision makers and who’s missing. When things change, they can easily drag and drop contacts or accounts across the chart to establish new relationships, then save and automatically update CRM.
Increase sales and forecast accuracy
So with Relationship Charts driving CRM, you get more than just price, contact and product details. Sales Managers can clearly see if the key decision makers have been properly qualified or not. And easily visible relationship qualification leads to more reliable sales forecasting and confidence.
Sharpen marketing focus
And because sales people now use CRM, marketing get the customer information they need - and the ROI CRM promised! When sales people move contacts, accounts or partners around the screen to establish their relationships, CRM automatically records the data for marketing to use. Profile customers, segment markets and conduct targeted campaigns based on customers you know and understand.
Increase Profits
When sales people have relationships with key decision makers, they close more business and discount less. Marketing to customers you know and understand leads to increased responses and more satisfied customers. So only a 5% increase in sales revenue can equate to 50% increase in Net Profits. More
SalesCentric Custom Views™ for Microsoft Dynamics™ CRM simplifies data navigation and makes complex queries easy for every user. Define powerful queries combining data from multiple CRM entities, then add filters to define the precise information you need.
Effective Marketing
Provide marketing people the tool to make clear-cut market segmentation easy, target the right audiences and build accurate selection criteria in the WYSIWYG query builder.
Increase sales
Give sales teams 360° intelligence with intuitive and rapid retrieval of critical customer information about opportunities, their competitors and other related information, and leverage this intelligence to win more sales.
Drive CRM adoption
Offer CRM users an easy way to navigate to and look up the records by applying commonly used filters such as masks, drop down boxes and multi-values lookups on list forms. Power users utilize the WYSIWYG Query builder interface that to construct a data view in a few mouse clicks:
Choose a primary entity
View related entities and select the ones from which you need to get the data
Tick the fields to be displayed, sorted and filtered
Drag and drop fields to define their order in the data view
Click the preview button to see the data view in action
