Let’s Make it Quick – with Dynamics CRM Quick Create

Clients routinely ask us about faster and easier ways of managing their customer-facing processes. After all, that’s a large part of what we expect when we invest in CRM — right? Clients want to empower staff to quickly and easily enter and assign Leads, help Customer Service get customers on the way to their “happy place”, or document customer engagements. I’m here to tell you that my very favorite CRM feature is one of the most unsung and unappreciated. It’s called the Quick Create button and it resides at the top of your CRM forms. I love it and use it all the time. Quick Create Quick Create allows you to create new records: leads, contact, accounts, calendar appointments, etc. without jumping out of the system view you happen to be in at the moment. Let’s say you’re reviewing your sales funnel or opportunities – suddenly the phone rings with a Customer Service request. Or you’re at a conference working the booth and you need to quickly enter a Lead. Or you’re the receptionist covering phones and no Service lines are open. These are examples of where Quick Create comes in so handy. Just hit the Quick Create button and click on the icon that represents the type of record you need to create. Quick Create2 The Quick Create form descends from the top of the screen. It doesn’t take over your CRM, it just opens up enough to input the minimum information you need to create (in this case) a Lead record and get this person started on the customer journey.   Quick Create3 Hit Save and the Quick Create form disappears, leaving you looking at the record you had visible beforehand. You can finish what you were doing before you used the Quick Create form. Reopen the lead record later in the standard format and fill in more information if you want. Quick Create saves you time and allows you to enter information while it’s still fresh in your mind. Remember, CRM is not just about managing customers but also managing process and bringing greater efficiency to your organization. Contact us if you’d like more information on how you can be more efficient too!