May Blog Series: A Recipe For…
Insights From: Art Small (Fullscope CRM Solutions Consultant)
The recent release of Microsoft Dynamics CRM 2015 gives manufacturers even greater visibility into operations. It adds more built-in features and reduces the need to buy third party software or conduct custom work.
Here are some of the changes:
Guided Sales Processes
Guided sales processes now enable more complex and flexible business processes.
The improved branching logic capabilities in business process flows (BPF) can help manufacturers produce a clearer picture of cases during more complex BPF scenarios.
For example: The new toggle capabilities allow manufacturers to insert additional sales process blocks into an existing BPF without having to switch to an entirely new BPF. The ability to have a different BPF still exists, but this enhancement could help make switching simpler.
Another enhancement to BPFs gives manufacturers the power to go to an existing BPF entity and start over from the beginning without having to work backward.
For example: If a manufacturer has a BPF on an account that needs to be revisited each month, the user now has enhanced flexibility to loop back to the primary BPF entity multiple times as needed. Whereas before an entity could not be revisited.
The new release of CRM 2015 provides users with a visual view of the relationships between records. This is especially helpful for manufacturers working with accounts that have a complex organizational structure.
For example: When a manufacturer has an open account with an organization but needs to view a different subsidiary of the parent organization, the complex hierarchy is now easier to navigate. This enhancement will now help manufacturers gain a better visual understanding of how a company and its subsidiaries are connected.
Improved Search Functionality
Universal searches can now run from any screen, and search capabilities have been improved to help manufacturers find information faster.
For Example: If a user has an outstanding case with an organization but is having difficulty locating it, the new universal search capabilities can assist them in locating it. The user needs only to type in the organization's name, and CRM will pull up all records where that organization is mentioned.
Sales Product Suggestions
The improved guided sales feature allows opportunities to be split into products and services, which will help manufacturers with the upselling and cross-selling products.
For Example: A user working with a specific account can gain a visual of all things occurring within the account, and if a sales opportunity arises with a specific product the user can hover over it to get a list of alternate, companion or upgraded products.
Test Environment and Production Deployment
The latest deployment of CRM Online allows manufacturers to release new updates, such as the upcoming Spring Carina update, into their development environment and test it before releasing it to production.
Users now have access to multiple dashboards on mobile devices as well as the ability to create new records while offline.
Stay tuned for an upcoming blog on the spring release of Carina for Microsoft Dynamics CRM 2015, which will add even more new enhancements for manufacturers.
Fullscope has a successful history of helping manufacturers with Microsoft Dynamics business solutions. The company recently purchased Zero2Ten, a leading Microsoft Dynamics CRM Partner with over 800 clients worldwide and a focus on manufacturing. Zero2Ten has combined a unique customer engagement lifecycle with a rapid deployment methodology featuring a structured adoption and continual learning offering for its customers.
Contact our experts today for more information on how to set up a demo or discovery talk.