Goal Management Microsoft Dynamics CRM 2011
With Microsoft Dynamics CRM 2011 you can specify key function and business health information. In this way you can track and determine outcomes to your organization’s objectives or metrics. You can quickly and easily specify targets to get a campaign or fiscal period for mix smaller objectives, like for particular groups or territories, to the general objectives for the business.
It lets you specify the goals you want individuals or teams to achieve, and then track performance against those goals.
Among the large improvements within the new launch of Microsoft Dynamics CRM 2011 is the ability to monitor progress to your key performance and business health information. Basically, when you store data in the field you can create a goal out of it in CRM 2011!
Which means you can assign goals and determine latest results for a marketing campaign, sales performance and several other areas on the time period.
For example, you can set CRM goals metrics for:
From these metrics individual goals can be applied in CRM to define:
Sales goals are often allocated all over groups allowing managers to assign personal goals by developing child goals which are related to the main goal. That means a national sales manager can allocate goals to every region group while each regional manager will allocate the focus on individuals within their group.