The lines once drawn between marketing and sales are no more. At least that’s what Microsoft claimed in their September announcement that CRM 2015, Dynamics CRM Online and Microsoft Dynamics Marketing services are going to be updated and available this year.
With that in mind, we’ve had a look at the latest Dynamics CRM 2015 features, mostly centered on increased collaboration and mobility.
Sales and marketing
A superb sales collaboration panel gives sales people visibility into campaign activities, and enables them to setup and receive campaign alerts. This improved openness between sales and marketing will help to advance the targeting and accuracy of campaigns.
On mobile, off line
Now you’ll be able to add notes from meetings straight into your CRM. Even if you’re offline, you can add information into the platform, which will sync and save when connected again. Whether you’re using a phone or a tablet, this is a great new piece of functionality for today’s mobile world.
According to a number of posts, the new search function will be a huge timesaver. It’s as easy as entering your search term in the general search bar and letting the CRM do the work. Using an asterisk (*) as a wild-card character will search across record types. Handy.
Alongside some the key mentions above, Microsoft Dynamics CRM 2015 will have new graphical email editing functionality, A/B testing, and integrated offers and approval workflows - extremely exciting for those wanting to automate their client contact touch points.
The chatter surrounding CRM will continue as Microsoft makes big strides towards its “in cloud” and “on mobile” vision. It’ll be interesting to see how people respond to new functionality, and we’d love to hear about other new and interesting features that you’ve discovered…
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