Microsoft Dynamics® CRM Training

Productive Sales Goals

Video Details
Goals in Microsoft Dynamics CRM 2013 and Dynamics CRM Online are designed to manage expectations and revenue or other metrics for CRM users. Since this is a Sales Productivity course we will focus on Sales Goals. Goals allow the CRM user or manager to set metrics for users or teams, and then the data, as it natively populates in CRM, will then “roll up” to show progress around those goals. Once goals are set, the users imply use the system as it is designed, and then the progress toward those goals is nicely revealed.

Video Comments

0 Comment

  • No comments