HomeTeam BlogIntroducing AvePoint Pipeline Enterprise for Microsoft Dynamics CRM

Introducing AvePoint Pipeline Enterprise for Microsoft Dynamics CRM

When it comes to enterprise software, the user has taken center stage in recent years. Solid evidence of this is the fact that apps have become a huge driver of user adoption. Enterprise platforms are now judged not only on the traditional criteria (scalability, ease of deployment, cost, etc.) but on how much is available for them in a given marketplace or an app store. We’ve already seen this in platforms like Microsft SharePoint, Salesforce CRM, and Windows 8.

Another result of this emphasis on the user is that we are seeing more targeted and specific apps. These apps generally serve one main purpose – but they serve this purpose exceptionally well. These apps are more like an X-Acto knife than a Swiss Army knife. Users don’t want clutter or unnecessary features. They want an app built specifically for them and their needs.

AvePoint Pipeline Enterprise is exactly that kind of app. It is targeting the user who wants to see sales opportunities and forecasts in an easy to digest format. For someone who has multiple opportunities, multiple team members, or multiple forecast dates, AvePoint Pipeline Enterprise gets the user outside of a spreadsheet view and into something much more intuitive and attractive.

Figure 1: AvePoint Pipeline Enterprise gives a visual representation of open opportunities in Dynamics CRM.
Figure 1: AvePoint Pipeline Enterprise gives a visual representation of open opportunities in Dynamics CRM.

In addition to the overarching view of everything for which a sales person is responsible, AvePoint Pipeline Enterprise provide ways to “slice and dice” that data into more manageable pieces. You can zoom in and out of particular areas, highlight specific opportunities, and investigate opportunities further.

Figure 2: AvePoint Pipeline Enterprise allows you to zoom in on specific opportunities for more detailed information.
Figure 2: AvePoint Pipeline Enterprise allows you to zoom in on specific opportunities for more detailed information.

From a management perspective, it’s often difficult to adopt a tool to an existing platform. We are well aware of this, so we made AvePoint Pipeline Enterprise work with your existing views. This means that if you are already using Dynamics CRM and developed views with particular opportunities, accounts, or team members, all of those carry over to the screen and display them graphically through AvePoint Pipeline Enterprise.

Figure 3: AvePoint Pipeline Enterprise allows users to access any existing views in their Dynamics CRM environment.
Figure 3: AvePoint Pipeline Enterprise allows users to access any existing views in their Dynamics CRM environment.

From an administrative standpoint, AvePoint Pipeline Enterprise allows control over the opportunities by either allowing or blocking the ability to update them through the application itself. This gives the administrator a measure of control based on how the user is accessing Dynamics CRM and helps ensure user activities comply with internal policies. Like all of our other Dynamics CRM products, AvePoint Pipeline Enterprise works the same way regardless of whether your installation is on-premises or online, which gives the organization flexibility in how it manages and use their CRM instance.

Interested in trying AvePoint Pipeline Enterprise yourself? Visit our site to download a free, 30-day trial today!

LEAVE A REPLY

Please enter your comment!
Please enter your name here

More Stories