What Parts of Your Business Processes Should You Track Within CRM?

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So you know you want to try CRM, but what parts of your business processes should you be tracking to get the most benefit out of the system? Of course, this depends on the type of business you run; but I have found the following questions are an immense help when trying to figure out what to track in CRM within your sales and marketing departments:

Sales Team:

  • How should you track incoming revenue? For example, do your clients pay monthly or on a subscription basis or both? Once you have this defined for each client, you can increase accuracy of revenue projections with individual or rollup forecasting within Microsoft Dynamics® CRM.
  • How do you need to track leads? Once you understand the specifics of lead tracking within your organization, you can automate scoring and distribution of leads within Microsoft Dynamics CRM,
  • What dates are important for your workflows? Within Microsoft Dynamics CRM, you can set alerts for key events or milestones that help you stay on track of important dates and timelines for your opportunities.

Marketing Team:

  • What campaigns are planned for your fiscal year? Having a good idea of your marketing plan will help you set up tasks, budgets, and details for each marketing activity within Microsoft Dynamics CRM.
  • What stats does your CEO ask for on a monthly basis? Within Microsoft Dynamics CRM, you can instantly find the information you need with preview panes, personal views, record pinning, and Most Recently Used lists.
  • How does your company categorize responses? Within Microsoft Dynamics CRM, you can instantly assign responses to most qualified resources for follow-up as well as convert those responses to leads.

Answering the questions above will help you fully leverage your CRM system. The capabilities within Microsoft Dynamics CRM are sure to streamline your workflow within your sales and marketing departments. Contact us here at Sikich to learn more about Microsoft Dynamics CRM.

By Jim Drumm with Sikich, Chicago IL Microsoft Dynamics CRM partner serving IL and MO

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