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How a Banker could manage their Goals in CRM

How a Banker could manage their Goals in CRM

We all have Goals for 2012. Setting and then managing to your Goals help make your business more predictable. If you are a Bank, you might have a number of Goals for your Banking Team that are both revenue related as well as Activity related.

Specifically, you may want to look at:

  1. Loan Volume
  2. Cash Management Fees
  3. Deposits
  4. Appointments

Have a look at the sample Dashboard below that visually shows how I am performing against my 4 Goals. What is great about Microsoft Dynamics CRM 2011 is that the sales team can manage their Opportunities and Activities and Goals manage themselves.

We have put together a video on how to set up Goals for your team. Check it out here.



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