A streamlined CRM system delivers the gift of time

Ryan Plourde
| 10/9/2018
A streamlined CRM system delivers the gift of time
Most sales teams want to do what they do best: Sell. What they don’t want to do is to spend too much time updating customer relationship management (CRM) records, because that takes away from time that could be spent following up on opportunities.

User adoption is one of the toughest challenges of implementing and maximizing a CRM system. The best way to increase user adoption is to make the CRM system easy to use and update. Combining the Microsoft Dynamics 365™ solution with a versatile Crowe add-on tool can meet those objectives.

Easy to use

Dynamics 365 software is designed to work with the tool that many sales teams use every day: Microsoft Outlook™ software. With Dynamics 365, the sales team can:

  • View CRM records in the Outlook application without opening a separate app
  • Monitor and schedule CRM activities via the Outlook calendar
  • Track inbound and outbound email messages against CRM records
  • Add Outlook contacts to Microsoft Dynamics 365 with one mouse click

With Dynamics 365, users can quickly find information that makes it easier to interact with prospects. Yet some users might not update Dynamics 365 regularly and consistently because it requires several mouse clicks to open and update a record.

Easy to update

The Crowe EditAble CRM Grid is a versatile add-on tool for Microsoft Dynamics 365. The tool enables users to build specialized grids and enhance the in-line editing features of the Dynamics 365 platform. By taking advantage of the point-and-click configuration capabilities in Crowe EditAble CRM Grid, users can extend the features and improve the experience of Dynamics 365.

Time for what’s most important

Crowe EditAble CRM Grid is designed to increase user productivity by allowing for fast, easy updates. In addition, it provides greater data visibility by structuring information more efficiently. By reducing the administrative time needed to update the CRM system and find information, users can be more productive, should be more likely to keep their information up to date, and can gain more time to do what they do best: Sell.

Visit CroweCRM.com for more information about Crowe CRM services for Microsoft Dynamics 365 software. Have a question or interested in evaluating the CRM functionality in Microsoft Dynamics 365 software? Contact us today.

Microsoft, Microsoft Dynamics, Microsoft Dynamics 365, and Outlook are either registered trademarks or trademarks of Microsoft Corp. in the United States and/or other countries.

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Ryan Plourde
Office Managing Principal, Westborough, Microsoft CRM Services Leader