Overall Satisfaction with Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)
Currently, the commercial commodity sales, residential commodity, and equipment sales side of our business are using the product. We're using it as two tenants integrating with our backbone ERP for real-time data.
It addresses the sales side of our organization and provides data on opportunities, in addition to prospect and customer communication.
It addresses the sales side of our organization and provides data on opportunities, in addition to prospect and customer communication.
- Opportunity sales funnel view at a glance.
- Task management for appointments, email tracking, and notes.
- Outbound email communication using ClickDimensions and reporting on those pushes.
- Web traffic data reporting.
- User display enhancements. Mainly aesthetics.
- Navigation control by security level.
- Greater control of the iPhone app.
- The reporting feature has allowed our sales team to be proactive in anticipating customer's needs. Our team, during the winter season, can see which of their accounts have not ordered in two weeks and can be proactive in reaching out to them to place heating oil orders.
- The reporting feature also allows a view for seeing which customers have outstanding invoices and the salesperson can work in tandem with accounting to collect and track all interactions.
- Our sales team can see which of their opportunities are lapsed and work proactively to close and or document loss appropriately. This increased close ratio and allows the marketing team to assist with timed email push reminders.
- Swiftpage ACT!, Salesfusion and Salesforce.com
Our decision was driven by the familiarity of Microsoft products to the end users. We were an Outlook Exchange server based company, which has recently migrated to Office 365. The integration of Dynamics to Outlook is ideal and provides ease of use for the end user.
We were using ACT! 2013 and the product was failing and reaching its end of life.
We were using ACT! 2013 and the product was failing and reaching its end of life.