CRM Dashboards...the "One Stop Shop" for Your Entire Workday

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CRM Dashboards provide you with a snapshot of the data that is important to you…all in one place.  From there – you can drill into your data to get more information about:

  • Your Sales Pipeline
  • Sales Activity
  • Lead Management
  • Customer Issues
  • General Tasks

Click this video link to learn more about Using CRM Dashboards within your business.

by P2 Automation, Connecticut Microsoft Dynamics CRM Partner

3 thoughts on “CRM Dashboards...the "One Stop Shop" for Your Entire Workday”

  1. I personally do marketing, but I have never learned about CRM marketing. What exactly is it? What is the definition of CRM? Thanks for sharing and helping me with this information.

    1. Hi James. CRM stands for Customer Relationship Management. Microsoft Dynamics CRM is a powerful tool that helps you manage all of your interactions with your customers, prospects and leads. This is a great way to track all your inbound and outbound communications; automate your sales activities; and, manage your marketing outreach. Basically – it empowers you to manage the entire relationship cycle – from lead, to prospect, to client, and, ongoing client management.

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