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CRM online represents a fantastic way to use Dynamics for customers who don't want an on premise installation. That said, for many organizations the reporting wizard and Excel are not enough to support...
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Many organizations have sales or marketing analysts whose focus is to deliver summarized information for management that goes beyond the basics that come from dashboards or operational reports. These analysts...
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For most organizations, successful analytics requires a set of management dashboards coupled with the ability to dive deeply into the data with Ad Hoc analysis. With Dynamics CRM an organization has a...
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One key challenge for almost all CRM implementations is driving adoption by sales representatives. In the past, I've found that having user dashboards that provide insight into adoption metrics can...
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In our earlier post on Sales Manager dashboards, I brought up the topic of trend reporting for the sales pipeline. For many sales managers they feel a strong need to have visibility into whether the pipeline...
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