Goal Management in Microsoft Dynamics CRM 2011

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"A goal properly set is halfway reached." - Abraham Lincoln

Abe Lincoln certainly never envisioned how his statement might apply to a software product but here’s a feature in Microsoft Dynamics CRM 2011 that you’re going to love if you’re a goal setter! Users can create goals for employees or teams for sales numbers and any kind of key performance metric.  Earlier versions provided sales quota functionality and fiscal year settings, however in Microsoft Dynamics CRM 2011, users can more easily determine how they are progressing toward these goals by using “Goal Management”.  

You can set goals for anything from the number of activities an employee must complete this quarter, to the total value of fulfilled sales orders in a given month or quarter.  These same individual goals can also be used by teams.  For example, if a customer service manager wants to track the number of surveys returned by customers who ranked overall satisfaction of their service seven or more, a goal could be set up to be associated with a customer service team and the metrics could be evaluated against a custom entity called “Survey”.

In this era of tight budgets and lean workforces, management teams everywhere can rely on this enhanced feature to track how well employees and teams are performing against their key performance indicators and business targets.

Sherwood Systems, a Microsoft Gold Certified Partner, provides Microsoft Dynamics GP and Microsoft Dynamics CRM (Customer Relationship Management) business management and accounting software for small to midsize businesses in the U.S. with an emphasis on customers in Arizona, New Mexico and Nevada. Contact us at info@sherwood.com or call 877-943-9696.

by Sherwood Systems, your Arizona Microsoft Dynamics CRM Partner

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