SMX Logo

Dynamics CRM Business News
Tuesday, December 11, 2012

for 2013
with Dynamics CRM

Leverage Dynamics CRM 2011 to manage sales goals & performance

With the New Year approaching, now is the time to have a plan in place to start utilizing Dynamics CRM Goal Management. This out of the box CRM functionality provides flexible goal tracking by salesperson to define key performance and business indicators to track and measure progress against any organizational goal or metric.  Some examples include:

  • Targeted Sales Revenue by Quarter by Salesperson
  • Track Service Cases Resolved this Month
  • Measure Activities Created in a Week

Finally, built in goal metric dashboards allow sales people and management the ability to target areas for improvement based on how much time is left in the current sales period.

Goals image

Watch the video at the Microsoft Dynamics Resource Center to learn more on creating goals; or for additional assistance, please Register for our one hour Goal Management webinar on January 16, 2013.


Need a little help?  Contact our support team at

Microsoft Convergence

97 Days until...  

Join SalesMetrix at the premier event for the Microsoft Dynamics community; where opportunity and innovation meet to deliver real business value!

Experience the latest solution innovations, new products, and technologies. With major product announcements across the Microsoft Dynamics product line, this year’s Convergence promises to be the one conference you can’t afford to miss!  Discover how your business can improve processes, eliminate inefficiencies and make the most of your solution.

Network and collaborate with your peers and the product experts from Microsoft. Year after year, customers report that the greatest gain they get from Convergence is the time they spend talking with other customers, partners, and Microsoft specialists.

Get insights into Microsoft’s corporate direction, and understand future plans for your Microsoft Dynamics solution. Hear top Microsoft and industry analysts discuss the direction of technology in business.

For more information, please visit the Convergence site or register now!


SalesMetrix, Inc.
1 (877) 77-MSCRM |


Like us on Facebook, follow us on Twitter and LinkedIn or subscribe to the SalesMetrix Blog. Get tips and tricks, learn about the products and services we offer, plus stay current on the latest Dynamics CRM news!