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Introduction To Sales and Marketing KPI's in CRM
Introduction To Sales and Marketing KPI's in CRM
Introduction to
Sales and
Marketing
KPIs in CRM
Part 1
MAS KPIs for CRM
Sales and Marketing KPIs to Sales and
measure with CRM Marketing
Leads
KPIs
Sales Opportunities
Sales Activities An Introduction
Marketing Activities Part 1
Key Takeaways
Always Set a Monthly Target
Key Takeaways
CRM systems are usually strong in this area, so
consider how best to configure your own CRM to
produce the Reports you need.
Key Takeaways
Measure Ratios over Time, on Win/Loss.
Key Takeaways
Compare different Team members
Key Takeaways
Marketing stats should be in CRM wherever
possible, but some figures maybe confidential and
not track able in your own CRM.
Key Takeaways
These types of metric will depend upon size of
your marketing team and type of marketing
activity you undertake.
Standard Reports
Standard Dashboards
Excel exports from areas inside of
CRM
CRM Reports and Dashboards can be
customised to suit your requirement,
discussing of these requirement should be a
key part of any CRM discovery Process
undertaken by your CRM Consultancy
Showing your KPIs in CRM
or