Posts from May 2017

 
With a few small changes to the Microsoft Dynamics CRM system, it can be configured to give you real insight into the sales team’s pipeline and sales effectiveness. 
 
A typical pipeline chart looks like a funnel: prospecting activity feeds new leads into at the top of the funnel, sales then qualify the leads and a percentage of these leads come out of the funnel as a won order. This simple chart is a visual guide to a company’s sales process. 
 
The process bar in the sales opportunity form of Microsoft Dynamics 365 can be configured to match your sales process, the real insight comes when you connect the pipeline chart to the process bar. 
The importance of good data quality 
Most people would agree that one of the key points, and benefits, of a Customer Relationship Management system is to be able to get good quality data out in the format you need and when you need it. 
 
Maybe one of your key reporting tools is managing staff goals – what are their targets and how close are they to achieving them?