Still contemplating the upgrade to Dynamics CRM 2015?

There has been a slew of new features and updates released with this latest version of Microsoft Dynamics CRM 2015. The growing buzz around the new capabilities have diluted the true business value these new features bring to a sales operation. Yes, field level security will help manage user access and yes, calculated fields will save sellers time but are these features responsible for making Microsoft a leader in the CRM space? No, not on their own.

The purpose of any CRM system is to automate the sales process in an effort to increase sales revenue and speed up the entire sales process. So, over the coming weeks I will address a number of key features of Dynamics CRM 2015 that will not only improve usability (as most of the new features do) but also drive sales revenue and how you can take advantage of these new features to see improvements in your sales process and in your bottom line. Over my next few posts I will discuss:

  • Product Families
  • Sales Collaboration Panel
  • Guided Sales Processes
  • Sales Hierarchy
  • CRM for Tablets

[Download the Microsoft Dynamics CRM 2015 Release Preview Guide for a complete list of features.]

The customer journey is changing, decisions are made before you have a chance to engage. There has never been a more critical time to pay close and constant attention to specific signals in the market and in your customers buying behaviors. These features are the ones that will give your teams the information they need to better attract, engage and service your customers. They are the features that will drive sales revenue and speed up the sales process – the ones that will truly make an impact when you’re pitching the upgrade to your business leaders. So stay tuned!

Learn more about how to create product families and how these product structure changes are going to help you power your sales pipeline.

For those of you who are new to Dynamics CRM, check out my CRM guidebook, Microsoft Dynamics CRM Customization Essentials for a complete, no-code approach to Dynamics.