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IndustryCRM Add-ons for Microsoft Dynamics CRM
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IndustryCRM Enhanced Customer Management
IndustryCRM Enhanced Customer Management
IndustryCRM enhances the customer management functionality of Microsoft Dynamics CRM to allow the creation of custom Call Lists and Call Plans, and sharing of call assignments and results with other team members.
Enhanced Customer Management provides the ability to proactively plan and schedule calls, and track client interactions, including required follow-ups. Management can drill down into an account manager’s Call Plan results to assess call volume, productivity and effectiveness.
This bundle includes:
Call List Management
Call Planning
Call List/Plan Template Editor