Microsoft launched Dynamics CRM 2013 October 1 and we wanted to share one of the cool new features. In this blog we will discuss the "Guided Process." The "Guided Process" offers a new way to track the progress of opportunities within CRM.
The UX has been upgraded to show a "progress bar" to keep track of the life-cycle of your opportunities. It is divided by Qualify, Develop, Propose and Close. This outline lets sales reps know exactly what needs to be done to move an opportunity forward. This can obviously be customized to meet your individual process needs as well. You create the phases and steps you want and all sales reps have a clear understanding of where they are at with in the purchasing cycle with a prospect.
This process can be applied to any entity within Microsoft Dynamics CRM as well, not just opportunities. So you can display multiple processes to people with different roles throughout the organization. This is just one of the many new features available with Microsoft Dynamics CRM 2013. We will review and add more features in the weeks to come.
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TopLine Strategies delivers the complete integration and development of sales, marketing and customer service technologies that enable corporate clientele to improve revenue streams and strengthen customer interactions. Our project management and consulting is designed to achieve timely delivery, 100 percent user adoption of the technologies we implement and deliver measurable returns on investments for our clients.