Sonoma's EZ Opp Gives Sales Reps New Reason to Update Dynamics CRM Opportunities

For those who wonder what you can really do with Microsoft Dynamics CRM and Windows 8 tablets, Sonoma Partners would like to show you what's already possible when it comes to making CRM more attractive to users and potentially more accurate for the managers demanding all that sales data. 

The Chicago-based consultancy, with expertise in Dynamics CRM and enterprise mobility, announced today the release of the enterprise-grade application EZ Opp for Windows 8. EZ Opp offers field sales teams a visual, interactive view of open opportunities in Dynamics CRM.

EZ Opp lets field sales reps view and manipulate the components of an active opportunity via the Windows 8 touch interface, according to company officials. When a user enters the app, he's met with a bubble chart representation of all the active opportunities in the pipeline.

Sales reps can use touch gestures to manipulate the bubbles directly and change opportunity information, which is then updated inside Dynamics CRM. For example, users can drag opportunities along the chart to update the anticipated close date or likelihood of closure, then shrink or expand a bubble's size to change its forecasted revenue, according to officials.

"The EZ Opp tool provides sales teams with a truly unique visual representation of all the active ...