Goal-Oriented CRM

UPD 09/07/2014

1) CRM 2013 – Can any one help me on creating/using the goals in MS CRM 2011?

Try this link…  http://www.youtube.com/watch?v=0joewTxw3fk‎

2) http://www.magnetismsolutions.com/blog/colin-maitland’s-blog/2012/10/22/goals_management_in_microsoft_dynamics_crm_2011

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In terms of potential business impact, my early bet for the most important brand-new feature in Dynamics CRM 2011 is in the area of Goals. If you’re familiar with CRM 4.0 you might have run across the “Sales Quotas” function, which sounds like it might have something to do with goals.  More…

2) Goal Management: Behind the scenes

3) Marketing Automation Goal Management P.1  (a lot of details)


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