The eBook contains the essentials you need to know to get productive quickly. You’ll learn how to:
- Navigate the system
- Enter data
- Work with dashboards
- Use CRM to work with customers
As with their original Basics Guide, they only included just what you need to know to get productive right away, and kept every topic as short as possible. (Think bite-sized servings of info that you can really use – They must know how busy we are.)
One of the biggest payoffs of using Microsoft Dynamics CRM is having one central, organized, easy-to-access place to store data about all your customers and prospects. Some of the data will be entered by you and your team as you work with your customers. Some of the data can be pulled in from other sources like from your accounting system. Once the data is in the system, the real fun begins. You can use the insights you glean from the data to manage your day, to stay on top of what’s happening on your team, and to make informed decisions about how to nurture your customers and build lifelong relationships with them.