Articles By: Arke Systems

Arke Systems 's Logo Tips and Tricks for Using Support Opportunity Management Effectively

CRM 4.0 added considerable maturity to the support side of Dynamics CRM and 2011 added a bit of polish to really make it shine. The two big areas that are global to the entirety of CRM are Goal Metrics and Dialogs. With these two features, support managers now have native call scripts and performance tracking. …

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Arke Systems 's Logo Sales Dashboards- July 2011

CRM comes with two Dashboards out of the box. The sales activity Dashboard is designed to display individual pipelines, goals, opportunities lists, and current activities lists on one page. It is planned to give salespeople the day to day information they need to effectively do their jobs. The second Dashboard is the sales performance Dashboard. …

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Arke Systems 's Logo Building Goals Around Sales

Why are Goals useful in CRM? In a business, goals are a measurable way to test performance for an organization. CRM has adopted this philosophy and has a tool called Goals to allow you to track measurable results inside of CRM. For sales, that generally means tracking the number of opportunities or tracking the value …

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Arke Systems 's Logo The Benefits of Dialogs in CRM 2011

There is a lot of new functionality in CRM 2011 around the sales pipeline. In the next couple of months we will dive into how to use the new goal tracking and dashboarding functionality to better manage sales. For this month, we’re going to talk about Dialogs. Dialogs are the new counterpart to Workflows. Instead …

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