Effective Dashboards for Microsoft CRM

Ask yourself:  How effective is my CRM program?  Am I getting everything I need to manage my business and make informed decisions? 

 

If any of your answers aren't backed by CRM supported facts, then you should keep reading.  If you've partnered with Customer Effective in the past, you know about our User First Design Formula.  Nearly everything we do is weighed against it's impact to the end user - from the Executives to Administrators to End Users.  Within the methodology we feel it is extremely important to inspect what your business does and surface value-added detail through CRM.  Yes, we are talking about Dashboards and Managing by Metrics.

 

A common approach taken to resolve this business need leverages SharePoint and custom web parts.  All of these are exposed via CRM.  Recently, Customer Effective has added a new tool to it's CRM project toolkit.  If you are a customer working with us, you know about Interactions.  Our value added add in that truly provides a one stop shop for that 360 degree view of what is happening with your customers, prospects and organization.  Effective Dashboards bring additional tools to the end users.  Out of the box, CRM doesn't provide end users a simple way to build visual elements and add them to your deployment.  The SharePoint approach is still extremely valuable and a recommended strategy for projects that really push Business Intelligence.  Effective Dashboards can supplement this approach or be utilized on it's own.

 

Effective Dashboards gives trusted end users or Business Analysts, where security appropriate, the ability to create a dashboard on the fly that leverages CRM entities.  You can take this responsibility out of the hands of the IT department to build specific web parts and manage a SharePoint site.  Imagine being able to build a dashboard based on CRM records from within CRM.  Salesforce.com commonly targets this "missing" functionality in CRM.  For Customer Effective, that is no longer an issue.  In fact, we believe we now are able to address Business Intelligence in a way that Salesforce.com cannot.  You now have multiple BI delivery points and possible solutions.  Did I mention we will bring this to the table for all of our projects going forward?  As part of our project offerings, we bring all of our toolkit items to the table for your use. 

 

What do you need to know about Effective Dashboards?  Just like views, Effective Dashboards leverage Advanced Find functionality.  You have the ability to create both System-wide and My Dashboard applications.  Yes, you can drill through the dashboard charts and graphs to CRM records.  It honors your security model.  You can create a dashboard to look at your business metrics and expose it in CRM in hours instead of weeks.

 

 

You can learn more about Effective Dashboards and the rest of our project offerings, hear real world examples from our customers and gain a deeper insight into Microsoft CRM at the Customer Effective User Conference.  The event is being held October 29th and 30th in Greenville, South Carolina.

 

You can find more information about the User Group here: Customer Effective 2009 User Conference.   If the User Conference doesn't fit your schedule, you can contact us at (877) 252-2171 or (864) 250-2170.

Comments

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[local internet marketing]

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