Overall Satisfaction with Microsoft Dynamics CRM
- CRM gives you access to all the customers throughout the company no matter which part of the world the office is located.
- I like the fact that I can create my own dashboard so I can see all the areas that are of importance to me.
- I also like the fact that you can see all the quotes going on within the company to make sure you are not competing against yourself.
- It is a bit cumbersome when qualifying a customer. Could use a few more selections like qualified but went to a distributor.
- When creating a new customer, the owner is not defaulted to who created it. It uses the default option and then gets emails out and has to be reassigned back to the person who created the customer.
- Creating reports could also be more user friendly.
- Makes it easier for the sales people to keep their leads/customers in one location and easier to read.
- Easier to do mass marketing to a specific group.
- Mobile version could be better.
Using Microsoft Dynamics CRM
Microsoft Dynamics CRM Training
Using Microsoft Dynamics CRM
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Quick to learn Convenient Feel confident using | Lots to learn |
- Seeing all the customers for the global company in one location and seeing what state they are in.
- Seeing the sales for each customer and how the sales are against the budget
- The sales guys have a hard time qualifying or disqualifying a customer. Not enough options for our company with in Distribution Services
- Changing the layout in the sales area. Would like to be able to add sections to see at a glance
Yes, but I don't use it