How a Banker could manage their Goals in CRM
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:
- Loan Volume
- Cash Management Fees
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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