Avepoint Pipeline for Microsoft® Dynamics CRM
(0 人评分) | 来自
商店
|
免费下载

概述
翻译

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)

特性

Pipeline View – Interactively display relevant opportunities over a specified time period Forecast – Dynamically show total opportunity amount as well as weighted amount based on opportunity probability in a selected time range Summary – Generate a chart to view total opportunity amounts per month in a specified time range, or per owner to quickly understand opportunity distribution and monthly forecasts Detail View – Present all record details by drilling into opportunities, such as last included line items, expected close dates, and probability Filter – Create views based on opportunity details including business unit, territory, direct manager, or opportunity owner Preview Mode – Allow sales teams to explore “What If” scenarios, adjusting various opportunity close dates and probabilities to view the effect on sales forecasts without skewing the actual details Launch – Quickly open a record in Dynamics CRM directly from Pipeline

此版本中的新增功能

*This update includes full Windows 10 support. New features include Cortana integration and live tile support. For a full list of release notes for this update, please visit: http://www.avepoint.com/support/product-updates/

系统要求

适用平台电脑, 移动电话, Surface Hub

操作系统Windows 10 版本 10240.0 或更高版本

来自商店的评价 (0)

尚无人评价此扩展,查看 其他语言

留言

支持平台

适用于以下操作系统

其他信息

文件类型
appx / msix
版本
3.0.53.0 已同步至最新
发布日期
2013年5月29日
更新日期
2025年3月24日 3个月前
大小
9.97MiB
语言
查看全部2种支持的语言
权限
所属类别
条款