Maximizing Your Sales with Microsoft® Dynamics™ CRM 2011

Chapter 6. Managing Sales

• Managing goals

• Creating and editing opportunities

• Tracking competitors

• Using sales literature

• Opportunity reporting

Managing goals

Every organization has goals. A salesperson might need to generate $30,000 of revenue in a quarter. A service technician might be required to close 15 service cases every week. In CRM, you can create and track goals for employees in your organization.

Task A Creating “amount” goal metrics (Step 1)

For a monetary goal, you would use an “amount” goal metric. You might, for example, want a salesperson to generate a certain amount of revenue in closed opportunities within a specified period. Before you can create a goal for this salesperson, you would need to create a revenue goal metric.

Now that you’ve ...