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Posts Tagged ‘Goal Management with Microsoft Dynamics CRM 2011’

Using Goals to Enable Cumulative Notifications in Microsoft Dynamics CRM

Many people use workflows in Microsoft Dynamics CRM to trigger and send record-based notifications—for example, notifying sales representatives when a new account is assigned to them, or notifying a customer when a case is closed. But sometimes you don’t want a single-record notification—you want a cumulative notification when a certain threshold is reached. Let’s say […]

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Use Goal Management in Microsoft Dynamics CRM 2011 to Track and Improve Sales Team Performance

With the holidays behind us, many Sales teams are in the process of receiving new comp plans for the New Year. Sales management is faced with the dilemma of devising compensation structures that not only reward top performers, but also motivate them to continue producing at a high level going forward. Besides possibly changing compensation, […]

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Track and Measure Company Goals with Microsoft Dynamics CRM Goal Metrics

In order for a company to grow, it is important to be aware of employee productivity.  Creating goals and seeing them through will often define a company’s future success. Luckily, Microsoft Dynamics CRM has a built-in feature called Goal Metrics which tracks progress against a set goal. Furthermore, it allows each goal to be broken down […]

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Get Motivated with Goal Management

In every job I’ve ever had there have been goals to achieve.  Depending on the organization there is a lot of time, thought, and energy that goes into defining them and rolling them up to the various levels of management. Even in my personal life, I’ve set goals for myself whether it is fitness, health, or […]

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Motivate Peak Team Performance With Continuous, Real Time Goal Tracking

Each department in your organization needs to measure unique indicators of their teams’ performance against goals.  Some departments, like sales, measure success through revenue while others, like service departments, may measure through a count of resolved calls.  With the flexible new goal setting options in Microsoft Dynamics CRM, you can easily monitor the metrics that […]

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Goal Management in Microsoft Dynamics CRM 2011

"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 […]

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