Sandler Framework for Microsoft Dynamics CRM Framework -Cookbook Sales Dashboard Overview

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Sandler Framework for Microsoft Dynamics CRM Framework -Cookbook Sales Dashboard Overview

Sandler Framework for Microsoft Dynamics CRM Framework -Cookbook Sales Dashboard Overview

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  • 1. Sandler Training Framework for ® Microsoft Dynamics CRM New Sales Cookbook Dashboard!With Dynamics CRM and the Sandler Training Framework, we already knew thatdoing electronic A/B Journaling and performing sales pipeline management is assimple 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 enterstheir individual cookbook goals for behaviors and revenue. The system does therest!By entering data in the CRM application via the Outlook interface, the actualbehaviors 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 liveprogress 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 howtheir sales teams are performing.Sandler Training clients now have more reasons than ever to leverage the powerof 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.