Overall Satisfaction
- The workflow engine is quite powerful, especially with the new "synchronous" workflow option.
- The new business process flows attached to entities helps with usability and guiding the user through the optimal process without forcing hard limitations.
- The seamless integration with Microsoft Outlook is a huge contributor to capturing all interaction with the customer. Turning emails into Leads, Opportunities, or Cases with a couple clicks is fantastic!
- The tight integration with Microsoft Excel is very strong. The "dynamics spreadsheet" functionality lets users take advantage of the power of Excel without being afraid of outdated data.
- The mobile tablet version for CRM 2013 is great, but the mobile phone version is still lacking a nice usable GUI for easy consumption.
- I love the new social pane, but there is little flexibility in the configuration to move it around the form.
- If a display field is too long, CRM fades out the rest of the words instead of wrapping it to the next line. Having the option to wrap text would be a nice improvement.
- We streamlined our resource tracking as a consulting firm by having our operations team track the allocation of resources within CRM.
- Our VP of Sales is able to generate his executive forecasting reports in real-time, saving him time and giving the entire executive team immediate visibility into our pipeline.
- By designing strategic pipeline dashboards, we were able to better focus our Business Development Managers on the prospects and deals that would garner the highest revenue per sales effort.