Anyone using MS CRM 2013 online?
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@ambarishrh In what direction are you looking to go with your CRM use? There are many ways it can be customised, but primarily it is for sales and customer data handling.
A basic workflow in CRM looks something a little like this:
I have administered MS Dynamics CRM since 2008 and can probably help you, but I need to know some context for what you are looking to do.
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@ambarishrh said:
@scottalanmiller I am trying to get some good place to start configuring this. Could you please let me know?
Katie M is our CRM person. She can get you a lot of info.
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@Katie Thanks a lot for the help.
We get sales lead through our website on a contact form, and would like to use CRM to manage the leads. I have the online crm 2013 with 60 user license. -
Currently, we get the leads to an email distribution list, then create the customer on our in house project management tool, and manually add all details in that. From there all activities are done through that portal but its all manual. So trying to use the CRM as an alternative and use it to automate if possible with detailed reports.
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@scottalanmiller Thanks for referring Katie and she helped me to start with CRM. I got some basic ideas now and also invited our sales team member to design the workflow and related setup. If all goes well, will post it here on my experience
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Good luck on your CRM adventure
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@ambarishrh said:
@scottalanmiller Thanks for referring Katie and she helped me to start with CRM. I got some basic ideas now and also invited our sales team member to design the workflow and related setup. If all goes well, will post it here on my experience
Yes, please keep posting with any questions that might come up. Will do my best to help out.
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@Katie So after few months of the project being on hold, we are starting it now.
I got the requirement for the lead management workflow, but not sure on how to do this on CRM. Could you please help?
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What kind of workflow are you trying to build?
There is some information on workflows here: http://msdn.microsoft.com/en-us/library/dn531067.aspx -
@Katie I was trying to ping you on ML chat!
Do you offer consultancy for CRM implementation?
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@Katie has walked away from her desk for a little bit. NTG does offer consultations for CRM if you would like some help let us know!
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@Minion-Queen Thanks!
Yes, rather than me figuring it out taking more time, I would better ask your help. How can I reach you to discuss this in detail?
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I reached out via chat thanks for asking to work with us!
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@Minion-Queen Thanks for the call. Will discuss this and let you know the details.
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Thank you for taking the time to talk to us today!
