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Geoff Henry, Author at FMT

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Completing the Sales Cycle with Project Delivery & Management in CRM
Do you deliver a complex product or service utilizing several team members or simply want to execute internal projects? If so, the right software solution can help improve the management and delivery of your projects. Microsoft Dynamics CRM provides a complete end to end solution with Project Service. From project creation and team allocation to deliverable execution, everything is integrated into Project Service for unsurpassed collaboration and visibility. In this blog, we will take a brief look at the features that will be explored in our Project Service nVerge session and how they can be combined with business processes such as marketing activities, sales opportunities, and service calls, or can run independently through the creation of standalone projects. Project Management Once a project is created, tasks are listed within a timeline to organize the activities needed for a successful delivery in the work breakdown structure. Attributes specific to each task are included […]
Coordinating & Managing Teams in The Field Just Got a Whole Lot Easier
Are you required to dispatch teams into the field in order to perform operations efficiently? If so, you could greatly simplify the process of managing your field operations easier with some help from Microsoft Dynamics CRM  Field Service. From product installations to routine maintenance, field operations require a complicated web of systems just to function. Often times, with these complications comes lost data, additional manual effort, and reduced visibility. However, this doesn’t have to be the case. By bringing everything under one roof with Dynamics CRM, your organization can effortlessly track anything from initial marketing activities to a service call for field service, all on one platform with effortless up to the minute reporting on each piece. This insight can lead to a powerful competitive advantage in the market. In this blog, we will preview some of the features of Dynamics Field Services that we’ll cover in depth in the […]
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