How a Banker could manage their Goals in CRM

 In Microsoft Dynamics CRM Blog

We all have Goals for 2012. Setting and then managing to your Goals help make your business more predictable. If you are a Bank, you might have a number of Goals for your Banking Team that are both revenue related as well as Activity related.

Specifically, you may want to look at:

  1. Loan Volume
  2. Cash Management Fees
  3. Deposits
  4. Appointments

Have a look at the sample Dashboard below that visually shows how I am performing against my 4 Goals. What is great about Microsoft Dynamics CRM 2011 is that the sales team can manage their Opportunities and Activities and Goals manage themselves.

We have put together a video on how to set up Goals for your team. Check it out here.

 


 

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David Kohar
David has an extensive track record within the CRM marketplace and has been involved in the CRM industry since it began. His knowledge has established him as a leading expert in Microsoft Dynamics CRM. David leads Sales Support, Corporate Adoption Programs and Solutions for prospective and current customers.
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