螢幕擷取畫面:
描述
AvePoint Pipeline for Microsoft Dynamics CRM empowers sales teams to be more productive on the go. AvePoint Pipeline displays an aggregated view of all CRM opportunities managed by an individual sales person, or by an entire sales team. Pipeline’s interactive user experience allows sales persons or management to adjust expected close dates, opportunity probability, and easily forecast for the coming months or quarters. With rich features available in Pipeline Pro, Dynamics CRM administrators can configure and customize views according to unique CRM usage in order to accommodate organization-specific definitions of hierarchy, probability, and more to further improve opportunity management and forecasting.
Dynamics CRM – Whenever and Wherever You Need It
Key Benefits View and Manage CRM Opportunities On-the-Go – Swiftly load, navigate, and browse all opportunities associated with an individual sales person’s or a sales team’s accounts on your mobile device Enhance Management Insight and Reporting – Quickly identify opportunities that require close date or probability adjustments, and implement changes to improve forecasting accuracy Optimize Account Management – Allow sales teams to quickly view and manage opportunity details to reduce customer response times through Pipeline’s graphical and interactive display *Requires an existing Dynamics CRM (hosted, online, or on-premise)