KPIs, Forecasting and Dashboard ideas for Sales Managers using Microsoft CRM

KPIs, Forecasting and Dashboard ideas for Sales Managers using Microsoft CRM – Marketing with Microsoft Dynamics CRM – ClickDimensions Blog.

Microsoft Dynamics CRM – Vision for the Future « CRM Software Blog

Microsoft Dynamics CRM – Vision for the Future « CRM Software Blog.

The ClickDimensions Overview video – Learn what we do in about a minute – Marketing with Microsoft Dynamics CRM – ClickDimensions Blog

The ClickDimensions Overview video – Learn what we do in about a minute – Marketing with Microsoft Dynamics CRM – ClickDimensions Blog.

Getting real-time customer survey feedback (alerts) from CRM – Marketing with Microsoft Dynamics CRM – ClickDimensions Blog

How cool is this!

Getting real-time customer survey feedback (alerts) from CRM – Marketing with Microsoft Dynamics CRM – ClickDimensions Blog.

Microsoft Dynamics CRM Online for Customer Service – A study in process orientation

We are pleased to announce yet another successful implementation of Microsoft Dynamics CRM 2011 online. The client is a service provider based in Chennai who is in the business of chip level repair of notebooks and laptop computers.

Service Portfolio

Microsoft Dynamics CRM Online 2011 Dashboard allows not just decision making, but also gives a holistic view of the quantum of work being processed and Time Management.

Service Manager Dashboard

Service Manager Dashboard

Work allotment is displayed on the Case Manager Dashboard

The company has a fully equipped service centre with repair facilities for each specific sub-system of the PC such as LCD Panel, Keyboard, Mother board and Operating System. The process flow is as follows.

Service Process

Some of the workflows we included are:

  1. When a case gets registered the customer will get a ‘Thank You’ email with ticket number.
  2. When Confirmation is required triggers a mail to customer asking Confirm that some additional work that  is needed.
  3. Writes Letter automatically to the manager asking assistance or approval.
  4. Write letters to Logistics enquiry about the Available products.
  5. SMS customer on completion status.

Microsoft Dynamics simple workflow configuration manager allows accomplishing these easy and efficient.

Workflow

One of the biggest challenges we faced is that of cascading pick list and multi select fields since a PC could have multiple problems. Besides, descriptive notes had to be made with the complaint.

Multi Select Product List and Comment boxes

Based on the information filled in, we generate the case sheet, which is either printed or e-mailed to the customer. Barring Payment collection, every other part of the Service process is accomplished through the CRM.

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