Dashboard CRM Review & Samples

I have personally implemented Microsoft Dynamics CRM internally in our firm - and I’m a believer! There are numerous enhancements. And these are specifically aimed at improving the user adoption experience, not just adding new fesatures. One of the best improvements is the MS CRM Dashboard. Below are several Samples and Examples.

The benefits of having a CRM Dashboard

Dashboard CRM users are empowered to customize their views as well as personalize their reporting dashboards. One beautiful option here is In-Line Visualization. Similar to Pivot Tables, your data can be charted and graphed. Graphic options include Pie, Funnel, Column, Bar and more.

This new MS CRM Dashboard experience allows for flexible drill-downs on any field. Try doing the same drill-down within Microsoft and Salesforce. You’ll notice an immediate speed and time difference!

MS CRM Dashboard Examples and Samples:

Although there are  numerous potential CRM Dashboard examples, we provide 3 samples below – simply to “wow” you. Yes, these are eye-popping. They work, and they work fast!

Other features that have been addressed in CRM 2011 are as follows:

CRM 2011 System Features for users:

1. New Look and Feel within Office. MS Outlook connects with MS CRM via a button in Outlook. MS CRM 5.0 uses the same Ribbon as is used in Office 2007.
2. Singular Layout. Having seen the success of this approach within its top competitors, Microsoft’s new screen strategy is bold and wholistic. Pop-ups have their place, but the new Singular Layout makes navigation easy and quick. Tabs can be accessed as drop-down options on the Information button.
3. Layout Design via Drag and Drop. Rather than spend tons of time creating a layout, designers can now use drag and drop to quickly move fields where they are needed.
4. Dashboard CRM. Users are empowered to customize their views as well as customize their reporting dashboards. One beautiful option here is In-Line Visualization. Similar to Pivot Tables, your data can be charted and graphed. Graphic options include Pie, Funnel, Column, Bar and more.
5. Flexible User Interface (Layout). In the past, layouts were fairly inflexible. Now, labels can be positioned in various proximities to the fields.
6. Advanced Security. Not only is record ownership carried over from MS CRM 4.0, but this new version also includes role-based ownership.
7. Filtered Search Results. Layouts can now be customized such that they only show specifically filtered data.
8. Layout Footers and Headers. In order to limit scrolling, Layouts can be designed such that the most often needed data can remain visible at all times.
9. Drop-down simplification. Instead of having to define unique drop-downs, global drop-downs can be defined and managed within “Managed Solutions”.

Microsoft Dynamics CRM 2011 Feature Evaluation

==>Click here<== to access our Free MS Dynamics CRM 2011 Analysis.

CRM Topics covered include:

1. Salesforce.com vs Microsoft CRM
2. Pros and Cons of SaaS vs On-premise CRM
3. Crucial User Adoption Factors
4. Total Cost of Ownership of Microsoft CRM

Free SugarCRM 6 Assessment PDF

SugarCRM also has an excellent CRM Dashboard tool.

==>Click here<== to access the Free Sugar CRM Evaluation PDF.

With this PDF, you will be able to identify the key improvements within Sugar CRM.

CRM Topics addressed include:

1. Calculated Fields
2. Favorites and Favorites Dashlet
3. Twitter and Social Media integration
4. Reporting (filtering, scheduling)
5. User interface improvements (there are many!)
6. Sugar Mobile 1.0 details
7. and much more.

Free Excel Tool to Compare CRM Systems

==>Click here<== to download our Free Excel CRM Comparison Tool.

With this tool, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Comparison Topics include:

1. Key CRM Features
2. Pricing (Licensing, etc..)
3. Available Modules (e.g. SFA, Marketing, Service, etc)
4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
5. Hardware and Network support (Microsoft, Linux, etc…)
6. Industry/NAICS

Microsoft CRM 2011 vs Salesforce.com Webinars

==>Join us for this On Demand Webinar<== as we explore the points outlined below – and hope to provide you valuable insight about this top-rated CRM solution. We hope that our comparison with Salesforce.com will help you on in your CRM evaluation.

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Salesforce tutorial for new users 

Nowadays it is harder to connect with your customers the old fashioned way, save your business by using salesforce.   Salesforce.com is a useful system for running and organizing your business. Salesforce makes it easier to connect with your customers and puts everything you need in one place. Everything you need is just a click away, it allows you to  manage tasks, emails , contact accounts, opportunities, dashboards and leads . With a sales cloud you connect with everyone and everything!

Get Started!

Watch this video below for a better understanding on salesforce.com :

Free 30-Day Trial of Microsoft Dynamics CRM

Are you considering Microsoft Dynamics CRM? You can try it before you purchase!

This no-cost no-obligation 30 day free trial below allows you to begin your Dynamics CRM evaluation and test drive Microsoft’s award winning CRM product – free for 30 days.

This login includes the complete edition function– so feel free to take it for a spin! Microsoft is easy to get going – just register below.

==>Register for 30 day Trial of Microsoft CRM<==

Microsoft Dynamics CRM Review

Join us for our video series as we explore the points outlined below. We hope to provide you with beneficial insight regarding this top ranked solution. We truly hope that this comparison with Salesforce.com will help you with your CRM examination.

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Dashboard CRM 

In Customer Relationship Management, dashboards  supervise business performance by providing quick and easy overview of current business completions. Dashboard CRM  provides users with detailed data and quick access to information with a single mouse-click. Dashboards include:  charts, graphs, lists, maps and CRM evaluations .  Below are several detailed videos that will provide a thorough understanding of dashboards.

Best Practices for CRM Dashboards

One of the greatest uses of a CRM Dashboard is the ability to (a) identify exactly what your employee is responsible for on a daily basis (b) communicate that to her in a list or graphic form and (c) hold her accountable.

By clarifying the 4-6 responsibilities of an employee and placing those onto a dashboard for her to see daily, you are helping her to know exactly what is expected. That is not a “big brother” tactic. It is, rather, being an excellent communicator. The employee knows exactly what is expected.

So we suggest the best practice of creating 4-6 dashboards that clearly define what is expected. Then walking your employee through those, holding brief meetings on a regular basis to review these together. And over time, your employee will feel empowered and “safe” – as there are no hidden agendas. Everything is out there on the dashboard.

Demo – Dashboard MS CRM Video

As Microsoft CRM is the standard bearer for Dashboards, we chose to present them. Microsoft enables users to place a dashboard within any view directly – as well as within any subpanel grid. These dashboards are then drillable – the user can choose to drill further and further (endlessly) into the dashboard chart, graph or list.

The other feature that makes Microsoft CRM dashboards unique is their goals dashboard. There is nothing like it on the CRM market. Yes, this is quite extraordinary.

Reporting and Dashboards with SugarCRM

We also selected SugarCRM for the ease of being able to quickly place any report directly onto a dashboard in a manner of seconds. Sugar provides a number of out of the box reports and dashboards. But the kicker, as usual, is the ease of use for the end user.

In a single 15-30 minute training, an end user is fully equipped and able to (a) tweak reports (b) place those reports onto their own dashboard (c) move dashboards around their screen as desired (d) customize lists (e) drill down….and much more! Sugar really is the king of user adoption.

Free Excel Spreadsheet Matrix to Evaluate CRM Providers

Click here now to receive our Free Excel CRM Function Comparison Chart. With this grid, you will be able to identify the major similarities  between 9 of the top CRM providers, including Sage ACT!, Sage  SalesLogix, Goldmine, Pivotal, Microsoft Dynamics CRM and more.

Charts include:

1. Chief CRM Functions
2. Subscription
3. Modules (e.g. SFA, Marketing, Service, etc)
4. Synchronization
5. Call Center options
6. Quoting options
7. Sales Management
8. Security Teams
9. Workflow details
10. Network support service for Windows
11. SIC Codes

Microsoft Dynamics CRM Evaluation Webinars

Join us for our webinar as we discuss the points outlined below. We hope to provide relevant insight about this top ranked software. We really hope that our comparison with Salesforce.com will help you in your CRM examination. 

Related Topics: 

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Cloud CRM Integration with Microsoft Outlook | Cloud CRM Reviews … – Cloud CRM Integration with Microsoft Outlook. Why anyone using cloud CRM software would be interested in Integration with Microsoft Outlook? Microsoft Outlook is probably the most used email client in the world, simply …

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