Transcript of Video
Every day, you reach out to customers, suppliers, and partners. In Microsoft Dynamics CRM, each of these people is a contact.
Like an Outlook contact, a CRM contact contains address and telephone information. In addition, it contains the account with which the contact is associated. It also contains which sales, services, or marketing activities have occurred.
View the Activities section of the contact to see what's currently going on and view the History section to see what activities have been completed, when they were done, and who worked on them.
You can connect a contact to an account. If your contact works with other contacts, you can create relationships between them.
There are several ways you can add contact information. You can add your existing contacts from a file, or from your Outlook contacts, or you can create a new contact.
Don't worry about making sure every contact is unique right now. CRM can help you clean up duplicates later, when you have time.
You can communicate with contacts in CRM through phone calls, e-mails, faxes, and other activities. And you don't have to communicate one by one by one. Instead, select several contacts and send them one direct e-mail or use mail merge to send letters and faxes.
If you'd like to involve your contacts in your marketing efforts, select a group of contacts then add that group to a marketing list or a campaign to include them in your latest promotion.
Reports show you what's going on with your contacts. CRM provides a report that lets you see what your customers are buying, or you can create other reports for additional insight.
With Microsoft Dynamics CRM, you can track how to reach your contacts, how they relate to accounts and other contacts, and which activities and promotions you’ve sent to each one. Contacts are the people you need to keep in touch with in order to run your business successfully.
