Month: May 2014

Exact CRM App 2.0

Posted on Updated on

Exact CRM App 2.0 was released recently with three new features that I personally like. First, the ability to view sales opportunities stages through a log – view. Now a user can quickly see the current stage, previous and next stage in the sales cycle. Since CRM could have various sales cycles, this is great to remind oneself of the stages, or for a newbie still in training.

Next, CRM users now have mobile dashboards to view standard ‘out of the box’ or custom dashboards. Since Exact CRM has embedded integration to SSRS (SQL Server Reporting Services), dashboards and reports can meet the the needs or wants of a sales team. If a user wants a specific dashboard or report, an admin or a VP Sales could deliver a custom report. Admin can copy mobile preferences from one user to the next. Roles based or individual security would apply.

You can also add standard or custom dashboards and reports at an account level – customer, prospect, etc. Before you walk into an account, access sales history, sales quota vs. target, or perhaps a snapshot of customer service activity.

POV
Exact CRM app is improving the CRM experience! Breaking away CRM functionality from the Synergy app has proven to be a smart move and a good strategy.

Still, users want more and expect more. I have provided feedback to product managers about some missing features. The Synergy user group on LinkedIn has also been talking about this topic.

Related posts:
Exact CRM app review