Sandler Framework for Microsoft Dynamics CRM Framework -Cookbook Sales Dashboard Overview
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The document introduces a new Sales Cookbook Dashboard feature of the Sandler Training Framework for Microsoft Dynamics CRM that allows users to track their key performance indicators visually in real-time. Using pre-configured goal settings in Dynamics CRM, each user enters their individual goals for behaviors and revenue, and the system tracks their actual behaviors against these goals displayed visually on the dashboard. Sales managers can also see roll-up dashboards to monitor how their sales teams are performing collectively.
Sandler Framework for Microsoft Dynamics CRM Framework -Cookbook Sales Dashboard Overview
- 1. Sandler Training Framework for ® Microsoft Dynamics CRM New Sales Cookbook Dashboard! With Dynamics CRM and the Sandler Training Framework, we already knew that doing electronic A/B Journaling and performing sales pipeline management is as simple as working with Outlook. Now, with the new Sales Cookbook Dashboard, users can track their key performance indicators visually in real-time! Using the pre-configured goal setting feature in Dynamics CRM, each user enters their individual cookbook goals for behaviors and revenue. The system does the rest! By entering data in the CRM application via the Outlook interface, the actual behaviors are registered against the goals and displayed visually in real-time. Want to see where you are this week on your conversation goals? How about live progress toward your quarterly revenue target? It’s all there right in front of you. Sales Managers can even configure “roll-up” dashboards to see collectively how their sales teams are performing. Sandler Training clients now have more reasons than ever to leverage the power of Dynamics CRM and the Sandler Training Framework. Sandler Training, S Sandler Training (with design), and Sandler are registered service marks of Sandler Systems, Inc. ©2012 Sandler Systems, Inc. All rights reserved.