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.
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.
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By: SBS Group,