Why Try Microsoft Dynamics CRM?
February 01, 2015
Why Try Microsoft Dynamics CRM?
Score 8 out of 10
Vetted Review
Verified User
Software Version
Online
Overall Satisfaction with Microsoft Dynamics CRM
We use Microsoft Dynamics CRM to manage clients, prospects and referral resources. We also use it to create a pipeline and track wins. The marketing department is a heavy user of the product, but management across the organization also uses it. Prior to implementing CRM, we had no insights regarding existing relationships and pursuits between offices. Now everyone across the firm can see what relationships exist, the status of those relationships and if we are currently pursuing an opportunity with an account.
- Effectively track relationships firm-wide.
- Manage the sales pipeline.
- Track mailings and event registration and attendence
- Enable more than one relationship owner so that relationships are more easily seen without having to update and look in "Who knows who"
- We've experienced a lot of bugs in the Outlook version of CRM. When we use the web version this isn't an issue.
- Make "Advanced Finds" easier to pull - these can get complicated.
- More accurate tracking of business opportunities
- Reporting enables us to have a more accurate picture of who is selling what to whom
- Allows for more accurate assessment of who our customers really are