SWOT Analysis in Microsoft CRM

Posted by Mike Snyder on September 1, 2008  |  Comments (2)

In preparation for a customer demo tomorrow, I was reviewing their list of questions/requirements. One of their requirements was:

"Does Microsoft CRM have a Competitor/SWOT analysis function? If not, how would we set one up?"

Of course, you can track competitors in Microsoft CRM but I wasn't sure if there was an out-of-the-box SWOT analysis. I opened the competitor record, and I was pleasantly surprised to find that the competitor entity includes the SWOT fields (on the second tab). Since this was obviously important to the prospect, I decided to move these fields up to the first tab. Voila!