4 Ways to Get More Social and Mobile with Microsoft Dynamics CRM

4 Ways to Get More Social and Mobile with Microsoft Dynamics CRM

In business, we connect and learn about people and organizations using a variety of methods including:

  • Traditional – Email, Phone, Face to Face
  • Social – LinkedIn, Facebook, Twitter, YouTube
  • Online – Search, Corporate Websites, News Sites, Industry Sites

 

In this video, we show 4 ways to get more Social and Mobile with your Customers, Prospects, Partners and Employees using Microsoft Dynamics CRM along with Social and Mobile Apps from InsideView and Resco that are available on Dynamics Marketplace.

 

Highlights from the Video show you how you can right inside of CRM:

  • Connect with Companies
    • Key Events including latest news and articles
    • Key People
    • Latest Tweets on Twitter, who they Follow and Followers
    • Search LinkedIn to see your Connections at the Organization
    • Sync Address Information into your CRM Record


  • Connect with Contacts
    • Latest Tweets on Twitter, who they Follow and Followers
    • Go to LinkedIn to see their Profile or to Connect with them
    • Follow them and get a Daily Update of any mentions of them Online
    • Sync Address Information into your CRM Record


 

  • Connect with Employees
    • Post Statuses of what you are working on
    • See Posts of what others are doing
    • See Automated Posts from CRM
    • Drill into information that interests you


 

  • Go Mobile
    • Use your iPhone, iPad, Android or Windows Device
    • Manage your Customers, Prospects and Partner information on the road
    • See visually where customers are located
    • Navigate to your customer location

        

 

Enjoy getting more Social and Mobile with Microsoft Dynamics CRM!


Microsoft Dynamics CRM Blog