Microsoft Dynamics CRM is so customizable that you might wonder, "Isn't it too customizable?" There are so many choices that you can quickly get lost, making effective customization difficult.
Additionally, automatic tables are not necessarily the most useful for everyone, so you have to spend time, or even waste time, to learn the features and create a table that is truly suited to your business.
It will also be necessary to put a flat on not the final visual but the visuals of lists. Most CRMs are accompanied by a visual that facilitates reading with white lines and gray lines interspersed. Unfortunately, Microsoft Dynamics does not have this functionality. It is therefore easy to get lost in the lines.
This last visual concern is accompanied by a tendency to argentina mobile database facilitate making mistakes. This is partly related to the visual aspect of the CRM and also to the multitude of paths to enter identical data. Which easily leads to confusion.
Lead Management with Microsoft Dynamics CRM
Among the many options of Microsoft Dynamics CRM, there is therefore lead management.
Benefits
It is possible to connect the CRM to the website and thus link the contact request forms (leads) directly to the CRM. As a result, the CRM has a "leads" tab where all the leads are summarized, with the name of the forms in the title. This connected tool is a time saver for those responsible for lead management.
All leads are therefore on a single view. The latter is also composed of graphs called "charts" which instantly calculate the data from the leads tab. Each user can choose the "view" that suits them best to analyze their data.
Microsoft Dynamics is a CRM with quite impressive continuity. At the end of lead qualification, the CRM passes the qualified lead directly to the sales team, thanks to "opportunities".
Disadvantages
In this “leads” tab we find the problem linked to the visual where all the lines are the same color, namely white, a possible source of errors.
After identifying the contact that originated the lead, it is necessary to connect it to this contact. Provided that it already exists. If this is not the case, it must be filled in (which adds time to lead management). In addition, if the contact already exists, then when connecting with the lead, the contact is stronger. This means that if the lead has different information from the contact, this data will be overwritten by that of the contact. So, once again, you have to use the CRM carefully.