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Customized Workflow

Penrod Software Simplifies the Sales Process

Penrod Software with the help of Dynamics CRM can develop custom workflows or “Processes” as they are called in CRM 2011, to better enable companies to develop their CRM around their sales cycle and not the other way around.

With CRM 2011, Microsoft has taken workflow even further by adding interactive dialogues. These dialogues can collect and process information using scripts which help walk users through a process. Dialogs require user input upon completion. This way, even if a person has never used Dynamics CRM 2011 before, the system will walk them through from lead to opportunity

Some great examples of Custom Workflow Penrod can help you with:

  • Automatically assign a contact to an account based on the persons Email address.
  • Automatically assign leads to both sales people and sales managers so that communication flows freely
  • Automatically add follow ups to your calendar so you never have to worry about if you let a lead slip by.
  • Integrate Sharepoint with Dynamics CRM so all documents are stored and safe, and anyone can view them, even without a Dynamics CRM license.
  • Automatically visit the site of a new contact and pull down company information.

Custom WorkFlow Designer in CRM 2011