For organizations using Microsoft Dynamics CRM to track telemarketing activities, PowerObjects has a few tips to help increase efficiency in collecting your telemarketing data.
Telemarketing can present pain points within an organization. Often times, the caller gets a voicemail or a quick response. For a 30 second phone call, a user does not want to spend 2 minutes entering information into CRM. However, management often wants this data tracked for reporting. Here are some ways Dynamics CRM 2011 can be configured and used to ease the pains of telemarketing:
Use a Dialog.
By creating a dialog on the Contact and sharing it with the users, you can make the process of entering a Phone Call much quicker.
Use Quick Campaigns.
By training your users on how to use Quick Campaigns, they can schedule and create multiple Phone Call records at one time instead of individually.
Use On-Demand Workflows.
Creating and sharing some on-demand workflows with the users can allow them to complete Phone Calls in bulk, denoting that a voicemail was left.
In this post, we are going to look at how to use a Dialog to ease telemarketing pain. Below you will find instructions for creating a Phone Call Dialog.
If you like this method, you should consider a similar process for all activity types, not just phone calls. Keeping consistent processes in the system will ease training and user adoption.
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