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Microsoft Dynamics CRM 2016 updates: Empower your sales team!


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Today’s customers (and clients) are engaged and in touch more than ever. They’re connected, plugged in and ultimately doing their homework. The net result: they’re not going to wait for you, as a sales professional, to march back to the office and figure out what they need. You’re expected to be aware of this and deliver almost yesterday. In short, you need to adapt. OK, but how?

Microsoft’s Sales solution give you the tools to become that Swiss Army knife of a sales professional, so you can provide your valued customer with everything, whenever you need it, wherever you are. The end result: by staying connected with all things data, you remain engaged with your customers’ needs, and you’ve taken your customer relationship experience to the next level. Here are some of the newest tools to get you there...

Excel Integration: Many of these updates simply build and improve tools that you already use, and Excel is no exception. Part of Microsoft’s Sales solution streamline the process so that you no longer have the extra steps of extracting data, transferring and creating a new Excel document.

Your sales professional can . . .

  • perform the analysis,

  • edit and make changes, and

  • utilize templates all while still in Dynamics CRM for Sales.

No more back and forth to complete an analysis. Also just as important: this convenience isn’t limited to your office environment and desktop. That’s right: this seamless integration is mobile. Whatever your desktop can do, your mobile device and table can do [just as well]!

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Document generation: build that doc!

Like Excel Integration, Document Generation helps you create a new Word documents full of CRM data without having to perform a manual data extraction. Go ahead and make that order, invoice or product sheet with one click. From scratch? No need because you’ll be equipped with templates that streamline the process without sacrificing ease of use or customization.

If your company is outgrowing your entry level accounting software, consider Gravity Software® (Gravity). Gravity is the number 1 accounting system written on the Microsoft Power Platform (aka Dynamics 365). Small  to medium sized businesses (SMBs) have the distinct advantage of  having their Financials & CRM on one platform. And with Microsoft CRM 2016 updates you get Document Generation as well.

Gravity's goal is to fill the gap between small business applications like QuickBooks and enterprise applications like Microsoft Dynamics GP. Learn how you can apply this exciting technology for your growing business. Want to learn more, schedule an online demo or Test Drive Gravity's FREE 30-day Trial. Prepare to be impressed!

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