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You say tomato, I say tomato…

So, there has been much written on the subject of user adoption and clearly, it is part art and part science in that there are many strategies and tactics and accompanying nuances for helping to achieve the needed adoption and create the ability to have effective sales process management. As you can imagine with selling [...]

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Improve Sales Process Management - Tracking Last Activity Date, Type & Subject for a Record

 

Business Issue:

You want to have quick visibility into the last activity date or interaction, type and subject for a lead, account, contact and/or opportunity in Microsoft Dynamics CRM. The modified on date isn’t the appropriate indicator of last interaction as it represents the last time the record was updated. The last [...]

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