Business Development Director: I need to have clear visibility of the opportunities that we are working on, their current status and who owns them.
Diagonal: Our Microsoft Dynamics CRM solution provides a number of powerful business intelligence management reporting tools. The most commonly used for this type of requirement is the standard Excel integration, providing the capability to create dynamic pivot tables so that you can easily navigate through the information or display it graphically in Excel charts. The data is automatically refreshed from CRM when you open the spreadsheet.
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Business Development Director: I need to be able to analyse overall performance to ensure that we are delivering against our employer engagement strategic plan and meeting the requirements of our quality cycle.
Diagonal: The powerful analytical tools available through our Microsoft Dynamics CRM solution enable reports to be quickly generated in pre-defined standard format, or customised to suit the needs of recipients.
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Business Development Director: I need to ensure we are increasing the levels of business we win from employers.
Diagonal: The whole objective of our Microsoft Dynamics CRM solution is to help you to win more employer work. The system supports this by ensuring that more enquires are captured and that there is a structured set of automated opportunity management processes. This will improve the size of the opportunity pipeline; the consistency in the way you work; the timeliness in responding to customers and provide better management insight on where you need to improve.