Illuminance Solutions – Microsoft Dynamics CRM 2015 – Top 10 Reasons to Upgrade

Illuminance Solutions – Microsoft Dynamics CRM 2015 – Top 10 Reasons to Upgrade

1.Improvements to product selling features help increase sales Improvements to the product selling experience help sales operations managers and salespeople manage and sell your company's products more effectively: Sales operations managers can easily add products to the system and bundle related products together so that salespeople can increase sales by encouraging customers to buy a group of products instead of single items.

Sales operations managers can provide tailored pricelists based on a salesperson's territory, or on the customer segment they're assigned too.

Sales operations managers or customisers can localise the product catalog for different regions with localisation tools.

Sales people can visualise all the products and product bundles your company sells by viewing products in hierarchical charts.

Salespeople can see suggestions for cross-selling and up-selling, and get recommendations for accessories or substitutes.

2.Cortana support lets you speak CRM commands on Windows 8.1 phones Now you can speak your commands to CRM if you are using Cortana on a Windows 8.1 phone.

Cortana's features include being able to set reminders, recognise natural voice without the user having to input a predefined series of commands, and answer questions using information from Bing, like current weather and traffic conditions.

3.Improvements to quick find make it easier to find customer records

Improved search capabilities provide a quick way for users to search across multiple record types on the web app. Now, by entering keywords in the search box on the navigation bar, you can quickly find and navigate to a record from anywhere in the web app.

To only see matches for a certain type of record, on the search results page, you can select the name of the record type from the drop-down list. Choose the tile for a search result to open it.

4.Microsoft Social Listening is now available for on-premises systems You can now access Microsoft Social Listening from within Microsoft Dynamics CRM, whether your organisation uses Microsoft Dynamics CRM Online or CRM 2015 (on-premises).

5.New way to view accounts, products, and users Users can now see how info is related or grouped by viewing accounts, products, or users in hierarchical charts.

From the hierarchical view for products, you can see all the products available to sell, and how they're related in bundles or families.

From the hierarchical view for users, you can find out who another team member's boss is, or who else is on their team, without switching to another application.

6.The CRM Basics guide and Custom Help Bite-sized servings that are never any longer than a single page, the new CRM Basics helps new users learn how to get around the system using tiles, enter customer data, search for records, keep track of interactions with customers by adding notes and tasks, stay on top of their progress with dashboards – and more.

7.Improvements to Quick Create Now, when a salesperson adds a new sales opportunity to the system by using the Create command on the navigation bar, the salesperson can also create a new contact at the same time. In previous releases, the salesperson needed to create the contact before using the Quick Create command to add an opportunity.

8.New Outlook Configuration Wizard With the new Outlook Configuration Wizard, which has been completely redesigned for 2015, configuring CRM for Outlook is as easy as copy and paste. The new Configuration Wizard also makes it easy to add and manage additional CRM organizations.

9.Synchronise more types of information between CRM and Outlook Teams that use CRM for Outlook as their centralised information hub can synchronise more types of information. 0Users can easily view the fields that are synchronised, which provides confidence about where the data comes from and how it's shared.

10.Business processes now allow you to “branch” to different steps based on rules and conditions Now, business processes let you take a different “branch” (and handle a customer differently), based on things like the person's budget, the type of products the person buys, when the person plans to buy your products, or other conditions. http://crmperth.com.au/contact-us/ enquiry@CRMperth.com.au you can feel free to call us: (08) 6102 7284.

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