In case you missed our recent webinar, Sneak Peak into Microsoft Dynamics CRM 2016, I've outlined the top 10 ways the new software version will simplify and speed up your sales process. New capabilities and an intuitive design make day-to-day activities less of a burden, so you can concentrate more on selling.
1. Easy to track emails & add new contacts:
Whether you're using a mobile device, a PC or a Mac, the Microsoft Dynamics CRM App for Outlook makes it simple. Tracking emails, adding contacts from within an email, or even creating new records can be done on the fly.
2. Save time conducting Excel analysis:
Now, sales teams can conduct analysis in Excel directly within CRM. This eliminates the time and effort required to switch between applications mid-process.
3. Intuitive information discovery:
You don't have to remember the title of a document or where it's stored. Delve now integrates with CRM 2016, to help you discover the information that's likely to be most interesting to you - across Office 365. Delve shows you documents no matter where they're stored - either in OneDrive for Business or in Office 365 sites.
4. Simplified document generation:
Building a document based on CRM data is easy with Document Generation. With one click, you can generate a document using pre-defined Word and Excel templates.
5. Quick access to the most relevant data:
Cortana integration embeds sales activities, accounts and opportunities to surface what's most relevant at any time - across both personal and professional sources.
6. Offline mobile support:
With Dynamics CRM Online, you are able to get the full offline experience with mobile apps - even when you don't have internet access.
7. New capabilities for surveys & questionnaires:
A survey designer has been added so you can create and send out questionnaires.
8. Modern and intuitive design:
The case form design allows you to find and act on data with reduced clicks and navigation. It unifies customer interactions and pulls together all related information, enabling you to be more productive and view what's most relevant at all times.
9. Knowledge management:
An enhanced knowledge base and global content model on CRM allows you to create a single source of knowledge for the whole organization. And, a new content editor helps keep track of information, so you have the latest at your fingertips.
10. Multiple Admin Enhancements:
Bulk Data Loader for Dynamics CRM is a new cloud service; the main purpose is to enable bulk import/export of data into Dynamics CRM. This tool allows you to upload large data files to cloud staging tables in order to enable lite data quality functions before importing to Dynamics CRM.
Get in touch with me on Twitter, if you have any questions! Happy selling!