Efficient Pipeline Tracking in Microsoft Dynamics CRM 2011

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The old saying – “you can’t measure what you don’t track” – is applicable now more than ever.  We are now in data overload and sales managers and owners often ask the question – How Do I effectively track my pipeline?

Microsoft Dynamics CRM 2011 provides enhanced capabilities around tracking opportunities.  You can track opportunities by salesperson, region, product line, revenue streams, client, and more. Create system views so all relevant employees are looking at the same data and slice data for efficient management.

Microsoft Dynamics CRM 2011 comes with at least 15 out-of-the-box charts for opportunities (accounts & leads as well).  Additionally, you can easily create a chart on the fly to view data in a funnel, pie, bar, line, or column graph.  See below, for an example of a sales funnel graph.

Drill-down functionality is also available, you can click on a specific piece of the funnel (or other graph) and drill into data to determine what product line or customers the opportunities are aligned to.  See the pie chart example below.


Interested in learning more? Microsoft CRM Partner, SBS Group, specializes in working with clients to discover their sales and marketing automation needs and delivering a solution per the requirements.  Contact SBS Group here or call 732.476.5939 today.

Download the sales force automation factsheet for Microsoft Dynamics CRM 2011 here.

By: SBS Group, Pennsylvania Microsoft Dynamics Partner & Microsoft Master VAR

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