Deep Mining of potential decision-making impact relationships using relational charts-Introduction to microsoftmax CRM

During the pre-sales work of Microsoft CRM, I often encounter a customer who asks the following question: Microsoft CRM can indeed help us streamline the relationship between customers, if you discover and mine more subtle factors that affect business success or failure, can you make the organizational structure of the system clearer, not simply the form of a two-dimensional table? Generally, the solution provided to customers is to use reports to capture the relationships between customer-related contacts recorded in the system and between customers, use a tab to depict a tree or a mesh. This can indeed solve most of the problems, but the image is not very satisfactory, and when the customer needs to perform some operations on this tree or mesh, it is a huge workload.
Recently, on the Microsoft Dynamics CRM Team Blog, I found a solution to this problem. In this blog, a product named Relationship Charts is provided, enhanced Customer Relationship charts can be displayed on the basis of Microsoft CRM, and some common operations are also provided. Now we can share it with everyone.
First, we will introduce the Application Scenario: When we use Microsoft CRM products to create A strong customer relationship management system for our customers, the customer wants to track contact B from Company, there are more relationships between them and the influencing factors of decision-making. For example, an employee has resigned from a company, but he still maintains a close relationship with executives of the company, such as frequent learning about golf, the executive is an important target that the customer is tracking, because the Executive is an important decision maker of the project. If we simply record the organizational structure of the company, the important role of the employee in this business-the decision-makers are not easily reflected, the results of processing the strong customer relationship with Microsoft CRM will not be easily reflected. If we want to reflect other customers and contacts who do not belong to a company but have an influence on the business between the company and customers, you may need to create an entity similar to a customer or contact, which is very simple for Microsoft CRM. However, we are always looking for simpler methods. In addition, there are many ways to influence such decisions, and even the wives of key decision makers are inaccurate. There are other factors that affect the decision-making, there may be non-conventional ones, such as political positions, communities, and projects that have been involved. For example, in the above scenario, if a company officially launched a golf club or golf Products Store, it is likely to use the above relationship to more effectively promote its own products and services.

In the screenshot below, we can see a simple example: Assume that Bill Richard was a former employee of Richard Watkins and he often plays golf together. The figure shows that there is a highlighted Green Flag under the Bill record, indicating that if Richard Watkins is a member of a golf club, bill is easily affected by the relationship with Richard and tends to join the club to accept services. Similarly, both of them are the influencers of each other in this respect.

 
In addition, this information is also very useful for non-golf-related companies, because it provides a very important sales information: These two people like golf, then the salesman may be able to cut in from here, in this way, the sales effect can be doubled or more.
Through these simple scenarios, we can see how important it is for the company to track these contacts and relationships between customers! In Microsoft's CRM system, the relationship framework between these data has been well prepared. You can record all such relationships and influence decision-making chains. Of course, if you want to be more intuitive, you can use the Chart Method in to more easily track more complex customer relationships.
In addition, Microsoft CRM and the preceding chart tools support exporting them to an Excel table, allowing you to share them with others through Outlook or SharePoint more conveniently. As a matter of fact, here we want to say something about the sunny day. In fact, we can use the OBA concept promoted in Office 2007 to directly obtain the data in the CRM system in Office products, you can also use the CRM Web part provided by Microsoft to directly obtain or view the data and charts in SharePoint. Here, I really want to sigh that the platform of Microsoft products is indeed Super invincible!
In addition, this type of relational chart contains a management interface that allows you to customize attributes of the link type and display buttons to make it easier to use and meet different business needs.
For this Chart Tool, please refer to here http://www.salescentric.com/products/relationshipcharts.html where you can download the user manual http://www.salescentric.com/downloads/SalesCentric-Relationship-Charts.pdf
In addition, some content in this article is taken from the example.