Transcript of Video
Every day you interact with customers, vendors, and prospects.
You make phone calls, you schedule appointments, you send e-mail; all with different people from different companies, vendors, and organizations.
Keeping track of all this activity can be a challenge.
When it's difficult to find the information you need right when you need it, it's often your customer who suffers.
In Microsoft Dynamics CRM, you use Activities to track all interactions and build your to-do list.
You can track phone calls, appointments, and e-mail.You can see all the things you need to do. The things you’ve already done. And what everyone else is doing. No more yelling over to the next cubicle, or waiting for someone to return a phone call. Because other team members also use CRM to track their interactions with your customer, you’ll be able to see all their activities, too.
CRM can help you organize your work to fit your schedule. Want a list of phone calls you need to make?
Due today?
Print this list. And call customers while you’re away from your computer.
For some activities, you might not be the right person to complete the task. You can assign those activities directly to someone else.
What if you're working with one account in CRM, and a different customer calls you about an order? No problem. Just take notes in CRM during that phone call. And link them directly to the caller’s customer record.
Need more information about the customer on the phone? Look it up right from the form.
And you can even look up the order and link it to the call.
And when you’re done, go right back to what you were working on when the call came in.
CRM helps organize your customer information.
No more searching for a file while a customer is on hold.
Microsoft Dynamics CRM gives you many ways to track and organize your work. You can go from this.
To this:
A complete and organized way to track your day-to-day interactions with your customers, future customers, vendors, and partners.
You can serve them better and faster with all of the information you need right on your desktop.
