Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

Use this report to identify accounts that have not been contacted recently. The report displays a chart withaccounts that have had no activities completed in a specified number of days.Products by Account ReportUse this report to see which products are used by an account. For each account, the report lists theassociated products.Products by Contact ReportUse this report to see which products are used by a contact. For each contact, the report lists theassociated products.If the default reports don't provide the information you need, try creating an Advanced Find search, and exportingthe results to Microsoft Office Excel.NoteThis topic documents the list of default reports as they were shipped. If this list differs from the reports that areavailable to you, contact your report administrator or system administrator for information about the customizedreports.Competing for CustomersUsing competitor information management, you can compile a repository of information, such as product literature,pricing structures and product reviews, for each of your competitors. If you add products or sales literature to acompetitor record, your sales staff will be able to access the competitor data from within the product or sales literatureforms.You can also create and maintain information about your competitors' strengths and weaknesses, and the opportunitiesyou are both working on. Your sales force can use this information to better understand who they are working againston a deal. If you create a relationship between a competitor and an opportunity, you can access information about bothfrom either form.The competitor information management in Microsoft Dynamics CRM also helps you associate opportunities tocompetitors so you can assess opportunities lost to or won against each competitor.Work with Competitor RecordsCompetitors represent people or organizations that your business unit competes with for sales opportunities.Create or edit a competitorCan I do this task?This task requires permissions that are found in all default security roles. More information about specificpermissions and performing this task while offline: Sales PermissionsTracking competitors is a key aspect of a sales process. The more information your team has about a competitor'sstrengths, weaknesses, opportunities, and the threats a competitor might have to your organization's ability to make asale, the more likely you are to win against that company.1. In the Navigation Pane, click Sales, and then click Competitors.Microsoft Dynamics CRM 4.0 User’s Guide 279