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CRM On-Premise: Processes and their Measurement RRS feed

  • Question

  • Hi,

    I’m working at a German Software Company within the Process Management Department.

    Our Sales Department is using Dynamics CRM 2016.

    We want measure the process times of our standard sales process (Lead => Opportunity ==> Quote ==> Order ==> Invoice). That’s needed to control improvement and deterioration when we change the process.

    Main goal is to minimize the mean elapsed time from Lead to Quote – as a first step. Next step would be Order to Invoice.

    I just found following thread (from 2014).  

    CRM 2011 - Design Question to Measure Opportunity Stages

    This topic is very similar. However, I hope an easier solution is available today.

     

    I just started to work with Dynamics CRM. Now I try to find some documentation regarding “measurement of processes”.

    With some investigation in the internet, I learned the requirement for such measurement is a designed and active process in background.

    However, I need to know what exactly is to do to measure the sales process.

    Do you have a suggestion how to start with this topic?

    Any documents or e-learnings available?

    Thanks & best regards
    René

    Monday, May 8, 2017 12:51 PM